Operations Executive (Client Onboarding & Support)

Company: Stone X Solutions

Job Title: Operations Executive (Client Onboarding & Support)

Location: HSR Layout, Bangalore (Office)

Compensation: 7.2LPA

Working Days: Monday to Friday

About the role:

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.