Senior Executive - Customer Success

2 - 5 years

2 - 3 Lacs

Posted:2 months ago| Platform: Naukri logo

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Skills Required

order booking & order processing credit note / debit note handling invoicing & payment reconciliation po-so management vendor management operations customer queries

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role Summary

We are looking for a detail-oriented Sr. Executive - Customer Success to manage end-to-end operational processes including order booking, vendor & customer registration, purchase-sales order management, logistics coordination, and invoicing support. The role will require cross-team collaboration with Sales, Logistics, and Finance to ensure smooth business operations.

Key Responsibilities

1. Order & Data Management

  • Handle order booking and data digitization in company systems/sheets.
  • Execute order punching (PO-SO creation, sharing PO copies with generators).
  • Maintain accurate records and share PO-SO data with finance for invoicing.
  • Ensure timely RSN (Receipt Serial Number) creation

2. Vendor & Customer Management

  • Manage new vendor registration and customer registration process.
  • Coordinate with stakeholders for required documentation and approvals.

3. Logistics Coordination

  • Ensure timely vehicle placement & update logistics team with placement data.
  • Follow up with logistics for vehicle movement and loading status.
  • Coordinate with customers for vehicle unloading.
  • Track vehicle placement, loading, and delivery status in real time.

4. Payment & Invoicing

  • Process generator payments and share confirmation with generators.
  • Collaborate with finance for timely invoicing and payment reconciliation.

5. Documentation & Quality Support

  • Coordinate with sales team for quality issues raised by customers.
  • Upload images, POD (Proof of Delivery), and other supporting documents.
  • Manage CN/DN (Credit Note / Debit Note) process including approvals, portal uploads, and communication with stakeholders.

Key Skills & Competencies

  • Strong knowledge of operations, logistics, and supply chain processes.
  • Hands-on experience in order booking, PO-SO management, vendor/customer onboarding.
  • Good command over MS Excel, ERP/CRM systems, and data digitization tools.
  • Excellent coordination, follow-up, and communication skills.
  • Ability to handle multiple stakeholders (Sales, Finance, Logistics, Customers, Vendors) effectively.
  • Attention to detail and problem-solving mindset.

Qualifications & Experience

  • Graduate/Post Graduate in Business Administration, Operations, Supply Chain, or related field.
  • 2-5 years of relevant experience in operations, supply chain, or order management (preferably in metals, manufacturing, or recycling industry).
  • Proven track record of managing end-to-end operational processes.

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