ooba Home Loans

Customer Success Manager

• Own the Zoho CRM platform as a business-critical system across multiple business units
• Define and maintain a clear CRM roadmap aligned to business priorities
• Ensure consistent platform design across different use cases and teams
• Act as the primary decision point for CRM structure, usage, and evolution
• Design and optimise end-to-end customer journeys across the sales and servicing lifecycle
• Define stages, statuses, SLAs, and handoffs aligned to operational reality
• Ensure processes are practical, scalable, and measurable
• Continuously refine processes based on performance and feedback
• Own the CRM data model, including leads, accounts, opportunities, and service interactions
• Ensure data integrity, consistency, and minimal duplication
• Align CRM data structures with reporting and analytics requirements
• Work with data and BI teams to support accurate and actionable reporting
• Define and oversee workflow automation, routing logic, and business rules
• Ensure automation supports — rather than replaces — effective decision-making
• Improve operational efficiency through targeted, practical automation
• Balance flexibility with control in process execution
• Define CRM integration requirements with internal systems and partner platforms
• Work with engineering teams to ensure reliable system interactions
• Ensure CRM operates effectively within the broader ecosystem (e.g. OPS, portals, partner channels)
• Guide decisions on system-of-record versus system-of-engagement roles
• Act as the primary interface between operations, product, and technology teams
• Facilitate structured decision-making across business units
• Translate business requirements into clear, implementable CRM capabilities
• Ensure alignment between platform design and operational needs
• Drive adoption across all CRM user groups through structured enablement
• Define training, onboarding, and usage standards
• Monitor usage, data quality, and adherence to defined processes
• Establish and maintain governance around CRM usage and changes

CRM Platform Lead – Zoho

Backend Engineer

• Design and build backend services and APIs
• Develop and maintain RESTful interfaces
• Ensure code is structured and maintainable
• Diagnose and resolve issues in production environments
• Maintain and improve existing applications
• Refactor components for performance and reliability
• Build and maintain integrations with internal systems
• Work with relational databases
• Contribute to CI/CD pipelines and deployment processes
• Participate in code reviews and follow coding standards

Senior Back-End Developer

Account Executive

• Achieve monthly, quarterly and annual targets by driving lead growth in existing agency partner channels and sourcing new agency partnerships to build and maintain a lead provider base.
• Represent ooba homeloans at regional customer conferences, regional meetings and industry networking events.
• Be visible and active in the market place, involved in the local community activities and represent the ooba Homeloans brand effectively
• Deliver product and service presentations across all potential avenues with the aim to grow their lead base.
• Attend agency meetings to inform and upskill agents on new products and other value adding services as well as carry out agent appreciation events.
• Drive new product sales initiatives as and when those are launched by the ooba group.

Sales Consultant – Home Loans

Financial Planning and Analysis

• Consistent achievement of reasonable targets, as set by management from time to time
• To complete and submit loan applications and relevant forms accurately and timorously
• Establish, maintain and enhance relationships with the bank Liaison
• Establish, maintain and enhance relationships with the Solar provider
• Establish, maintain and enhance relationship with Key Account Manager
• Promote and maintain the good standing and credibility of the company at all times
• Remain abreast of changes in lending criteria as they change from time to time
• Prepare and submit within stated time periods accurate monthly sales reports in the prescribed format

CRM Platform Lead – Zoho

Senior Back-End Developer

Sales Consultant – Home Loans

Financial Specialist – Solar