Client & Business Operations Associate

SourceDesk; North 24 Parganas District; On-site; INR 350,000 - 550,000; Full time

Benefits offered by this job

5-day work week

Professional environment

Exposure to international clients

Cross-functional collaboration

Job summary

SourceDesk is seeking a proactive Business Operations Associate in India to support client communication, prospect follow-ups, team coordination, documentation, proposals, research, and day-to-day business operations.

You will engage across multiple teams to ensure tasks are completed on time, maintain records, and help improve processes using templates and AI tools. Freshers with strong communication and organization are welcome to apply.

Qualifications

• Bachelor's degree in Mass Communication, English, Business Administration, Management, IT, Computer Science, MCA, Digital Marketing, or a related field.
• Freshers or candidates with 0-2 years of relevant experience may apply.
• Strong written and verbal communication skills.
• Good coordination, organization, follow-up, and task-management skills.
• Ability to manage multiple responsibilities and deadlines.
• Good knowledge of Microsoft Office or Google Workspace.
• Comfortable using ChatGPT and other AI tools.
• Basic familiarity with websites, software projects, digital marketing, and business processes.

Responsibilities

• Communicate with clients through email, chat, calls, and meetings.
• Schedule meetings, document action items, and follow up on client requirements, feedback, approvals, and pending information.
• Coordinate with internal teams and provide timely progress updates to clients.
• Communicate with prospects through email, LinkedIn, WhatsApp, and other approved channels.
• Research prospects, send follow-ups, schedule discovery calls, and maintain opportunity status.
• Coordinate qualified prospects with management or the sales team.
• Track ongoing, pending, and completed tasks across teams.
• Follow up with responsible team members and highlight delays, blockers, or dependencies.
• Maintain task trackers and prepare work-status updates when required.
• Support management with day-to-day operational and coordination activities.
• Maintain organized records of clients, projects, proposals, prospects, and internal documents.
• Help improve repetitive processes through templates, AI tools, and automation.
• Coordinate with the digital marketing team on tasks, deadlines, content, reports, and client requirements.
• Track marketing activities and follow up for timely completion.
• Communicate important updates, delays, or dependencies to management and relevant teams.
• Prepare and maintain requirement documents, meeting notes, SOPs, process documents, reports, and feature documentation.
• Record important client discussions, decisions, approvals, changes, and action items.
• Keep documentation accurate, organized, and updated.
• Prepare professional proposals based on client requirements and project discussions.
• Coordinate with technical, design, marketing, and other teams to collect scope, features, and timelines.
• Review proposals for accuracy, completeness, and professional presentation.
• Use ChatGPT and other tools to research industries, competitors, technologies, prospects, business ideas, and market trends.
• Prepare structured research summaries for management and internal teams.
• Verify important AI-generated information before using it in official documents or communication.

Skills

Communication

Coordination

Documentation

Proposal creation

Research

AI tools

Microsoft Office / Google Workspace

ChatGPT usage

Web/digital understanding

Multitasking

Education

Bachelor's degree in Mass Communication, English, Business Administration, Management, IT, Computer Science, MCA, Digital Marketing, or related field

Tools

CRM

Project management tools

Figma

Canva

Balsamiq

Microsoft Office

Google Workspace

Job description

We are looking for a proactive and organized Business Operations Associate to support client communication, prospect follow-ups, team coordination, documentation, proposals, research, and day-to-day business operations.

The role requires strong communication, follow-up, documentation, and coordination skills, with the ability to work across multiple teams and ensure tasks are completed on time.

Key Responsibilities

1. Client Communication & Coordination

• Communicate with clients through email, chat, calls, and meetings.
• Schedule meetings, document action items, and follow up on client requirements, feedback, approvals, and pending information.
• Coordinate with internal teams and provide timely progress updates to clients.

2. Prospect Communication & Follow-Ups

• Communicate with prospects through email, LinkedIn, WhatsApp, and other approved channels.
• Research prospects, send follow-ups, schedule discovery calls, and maintain opportunity status.
• Coordinate qualified prospects with management or the sales team.

3. Task Tracking & Follow-Up

• Track ongoing, pending, and completed tasks across teams.
• Follow up with responsible team members and highlight delays, blockers, or dependencies.
• Maintain task trackers and prepare work-status updates when required.

4. General Operational Support

• Support management with day-to-day operational and coordination activities.
• Maintain organized records of clients, projects, proposals, prospects, and internal documents.
• Help improve repetitive processes through templates, AI tools, and automation.

5. Team Coordination

• Coordinate with the digital marketing team on tasks, deadlines, content, reports, and client requirements.
• Track marketing activities and follow up for timely completion.
• Communicate important updates, delays, or dependencies to management and relevant teams.

6. Documentation

• Prepare and maintain requirement documents, meeting notes, SOPs, process documents, reports, and feature documentation.
• Record important client discussions, decisions, approvals, changes, and action items.
• Keep documentation accurate, organized, and updated.

7. Proposal Creation & Business Support

• Prepare professional proposals based on client requirements and project discussions.
• Coordinate with technical, design, marketing, and other teams to collect scope, features, and timelines.
• Review proposals for accuracy, completeness, and professional presentation.

8. Research Using AI Tools

• Use ChatGPT and other tools to research industries, competitors, technologies, prospects, business ideas, and market trends.
• Prepare structured research summaries for management and internal teams.
• Verify important AI-generated information before using it in official documents or communication.

Required Skills

• Bachelors degree in Mass Communication, English, Business Administration, Management, IT, Computer Science, MCA, Digital Marketing, or a related field.
• Freshers or candidates with 0- 2 years of relevant experience may apply.
• Strong written and verbal communication skills.
• Good coordination, organization, follow-up, and task-management skills.
• Ability to manage multiple responsibilities and deadlines.
• Good knowledge of Microsoft Office or Google Workspace.
• Comfortable using ChatGPT and other AI tools.
• Basic understanding of websites, software projects, digital marketing, and business processes.
• Ability to prepare professional documentation, presentations, and proposals.
• Basic familiarity with tools such as Figma, Canva, Balsamiq, CRM, or project-management platforms.
• Strong attention to detail and willingness to learn.

Preferred Skills

• Candidates with exposure to IT, software, SaaS, digital marketing, client servicing, business operations, or business development will be preferred.
• Candidates with strong communication, presentation, and coordination skills will have an advantage.

What We Offer

• 5-day work week.
• Professional and collaborative work environment.
• Exposure to international clients and diverse business operations.
• Opportunity to work closely with management and cross-functional teams.
• Hands-on experience in client coordination, business operations, digital marketing, and technology projects.
• Opportunities for learning, professional growth, and career advancement.
• Competitive compensation and performance-based growth opportunities.

Freshers with strong communication, organizational, research, and technology skills are preferred.