Operations Executive (Client Onboarding & Support)

Summary:

Operations Executive with 1-2 years of experience supporting client onboarding, day-to-day operations, data management, retention efforts, and issue tracking. Focus on efficient processes, accurate data, and timely resolutions to improve client satisfaction and retention.

Key Responsibilities

Lead onboarding activities: coordinate setup, gather requirements, configure systems, and assist toward Go-Live.

Client relationship handling: act as primary post-sale contact for assigned accounts; ensure satisfaction and timely communication.

Data management: maintain accurate client records, contracts, SLAs, and usage data; ensure data integrity across systems.

Day-to-day operations: process orders, handle service requests, coordinate internally to meet client needs.

Retention and upsell support: monitor health indicators, identify renewal/upgrade opportunities, assist with renewal discussions.

Issue tracking and resolution: log, triage, escalate, and coordinate resolution with product/support; inform clients of status.

Process improvement: identify bottlenecks, suggest onboarding and process enhancements, document changes.

Compliance and documentation: ensure data privacy and governance; maintain audit trails.

Reporting: provide regular updates on onboarding progress, client health, issues, and retention metrics.

Required Skills and Experience

1-2 years of experience in customer success, onboarding, operations, or related role.

Effective client-facing communication; professional and results-driven.

Strong organizational and multitasking abilities; high attention to detail.

Proficiency with CRM and ticketing tools (e.g., Zoho, Salesforce, HubSpot; Jira/ServiceNow a plus); MS Office.

Problem-solving mindset; capable of triaging and following through to resolution.

Basic knowledge of data privacy and governance.

Ability to collaborate cross-functionally with sales, product, support, and finance.

Compensation

Base salary: 25,000 - 35,000 INR per month

Incentives: up to 25,000 INR per month (performance-based)

Working Hours

Monday Friday, 10:00 AM – 7:00 PM (Office)