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Customer Success Operations Associate

India, Coimbatore, Bangalore, Chennai · Job Posted May 03, 2026
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Job Responsibility

  • Administrative Support: Handle routine paperwork, data entry, and documentation maintenance, such as updating client profiles, knowledge bases, internal reports, and writing drafts of Statements of Work (SOWs) for review by Account Managers
  • Scheduling and Coordination: Schedule interviews for new resources, client meetings, or training sessions
  • coordinate cross-functional activities like resource allocation and collaborate with the Talent Acquisition team on sourcing, screening, and onboarding needs
  • Onboarding and Offboarding Resources: Manage the end-to-end process for onboarding new team members or consultants (e.g., setup in systems, training coordination, and Background Verification/BGV processes) and offboarding (e.g., access revocation, knowledge transfer) to ensure compliance and seamless transitions
  • Logistics Management: Coordinate shipments of equipment like laptops or other hardware for resources, tracking delivery and resolving any delays
  • Timesheet and Compliance Follow-Up: Monitor and follow up on timesheets for resources, ensuring accuracy, timely submission, and compliance with company policies or client contracts
  • assist with BGV follow-ups as needed
  • Issue Resolution for Resources: Address day-to-day issues faced by resources (e.g., technical glitches, access problems, or workflow bottlenecks) through ticket management, escalation to relevant teams, and quick fixes
  • Reporting and Metrics Tracking: Compile basic reports on resource utilization, account health, or operational metrics
  • prepare monthly client meeting reports summarizing key discussions, action items, and outcomes
  • assist in drafting Quarterly Business Review (QBR) reports with data aggregation, visualizations, and initial insights to support AM presentations
  • Process Optimization: Identify inefficiencies in CS operations, automate repetitive tasks (e.g., notifications or reports), and maintain internal systems like CRMs or customer success platforms
  • Cross-Functional Collaboration: Work with HR, IT, finance, Talent Acquisition, and other departments to streamline processes, such as billing inquiries, support tickets, or SOW finalizations

Requirements

  • Administrative Support
  • Onboarding and Offboarding Resources
  • Cross-Functional Collaboration
  • Attention to detail
  • Ability to design process and implement them for Customer Success Operations
  • Should be independent, self-driven and self-motivated

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