Coordinator_Customer Success_SPS_Trilliad_R211

NeuIQ, LLC; Mumbai; On-site; INR 300,000 - 500,000; Full time

Job summary

NeuIQ is seeking a Coordinator, Customer Success in Mumbai to support the CS team with program administration, data accuracy, and on-time delivery of commitments. This is a backend role, not client-facing, reporting to CS Managers and Directors.

You will maintain client and activity records across HubSpot, Monday.com, LMS, and other systems, track milestones, onboarding steps, and schedule activity; you’ll generate progress reports and ensure data integrity.

Qualifications

• 1+ years in administrative support or operations role.
• Experience with CRM and project management tools.
• Ability to maintain data accuracy across systems.
• Strong scheduling and reporting skills.

Responsibilities

• Support day-to-day administrative execution across client engagements under CS Managers and Directors
• Maintain accurate client, participant, program, and activity records across CS systems
• Track tasks, milestones, and deadlines to support on-time delivery
• Support client onboarding processes and coordinate system setup
• Update program status in HubSpot, Monday.com, and other systems as directed

Skills

System navigation and data entry

Task coordination

Process adherence

Microsoft Excel

Written communication

Tools

HubSpot

Monday.com

Learning Management System (LMS)

Job description

About NeuIQ: NeuIQ is an AI services partner; the Architects of the AI-Native GTM Enterprise. We engineer the data, workflows, and agents that turn enterprise go-to-market into compounding revenue, across Customer Experience, Sales & Revenue Operations, Customer Insights, and Marketing.

We are AI-native ourselves: we build with the tools we ship, and every role here works alongside AI - agents run inside our own discovery, integration, and QA workflows. You’ll join a senior, high-leverage, multidisciplinary team - engineered to move at the scale of a much larger firm - led by entrepreneurs and operators who have navigated multiple technology waves, working with frontier models and best-in-class platforms at every layer of the enterprise stack, with startup speed and enterprise rigor.

Role overview: You are accountable for the operational accuracy and administrative execution that enables the Customer Success team to deliver Sandler programs efficiently. You maintain the systems, data, schedules, and processes that keep client engagements organized and on track. This is not a client-facing or relationship-owning role. You work under the direction of Customer Success Managers and Directors, executing defined tasks with precision and escalating issues when they arise. Your work ensures that behind-the-scenes program administration is reliable, accurate, and consistently executed so that Customer Success team members can focus on client outcomes.

Which means that on a day-to-day basis, you will:

Customer Success Program Administration

• Support day-to-day administrative execution across client engagements under the direction of Customer Success Managers and Directors
• Maintain accurate client, participant, program, and activity records across Customer Success systems to ensure data integrity and operational reliability
• Track assigned tasks, program milestones, and internal deadlines to support on-time delivery of operational commitments
• Support client onboarding processes by completing defined administrative steps and coordinating required system setup activities
• Update program status, timelines, and activity information in HubSpot, Monday.com, and other assigned systems as directed

Learning Platform and Participant Administration

• Administer learning and training platforms by completing participant setup, enrollment, rostering, classroom configuration, and system assignments
• Process participant additions, removals, and organizational changes across applicable platforms to maintain accurate rosters and access permissions
• Coordinate Sales Performance Ecosystem onboarding and participant rostering activities in support of program launch timelines
• Prepare learning progress, completion, and training attendance reports as requested by Customer Success Managers or Directors

Training Coordination and Scheduling Support

• Support virtual training session setup and provide launch support when available to help sessions begin on time and without technical issues
• Coordinate training scheduling by reviewing facilitator availability, managing session bookings, and processing scheduling changes as directed
• Prepare session schedules and communicate confirmed training dates and logistics to internal stakeholders

Systems Maintenance and Reporting

• Maintain organized and up-to-date information in assigned Customer Success systems including program timelines, milestones, assignments, and status fields
• Prepare recurring operational reports and complete routine data quality checks to identify discrepancies or missing information
• Respond to internal requests for information or administrative support and communicate task status, completion, or delays promptly
• Escalate operational issues, data discrepancies, or potential program delays to the appropriate Customer Success Manager or Project Manager for resolution
• Maintain internal documentation and follow established Customer Success workflows to ensure consistency and process compliance

Requirements

Job Title: Coordinator, Customer Succes

Location: Mumbai, India

Function: Tech Services

About NeuIQ: NeuIQ is an AI services partner; the Architects of the AI-Native GTM Enterprise. We engineer the data, workflows, and agents that turn enterprise go-to-market into compounding revenue, across Customer Experience, Sales & Revenue Operations, Customer Insights, and Marketing.

We are AI-native ourselves: we build with the tools we ship, and every role here works alongside AI - agents run inside our own discovery, integration, and QA workflows. You’ll join a senior, high-leverage, multidisciplinary team - engineered to move at the scale of a much larger firm - led by entrepreneurs and operators who have navigated multiple technology waves, working with frontier models and best-in-class platforms at every layer of the enterprise stack, with startup speed and enterprise rigor.

Role overview: You are accountable for the operational accuracy and administrative execution that enables the Customer Success team to deliver Sandler programs efficiently. You maintain the systems, data, schedules, and processes that keep client engagements organized and on track. This is not a client-facing or relationship-owning role. You work under the direction of Customer Success Managers and Directors, executing defined tasks with precision and escalating issues when they arise. Your work ensures that behind-the-scenes program administration is reliable, accurate, and consistently executed so that Customer Success team members can focus on client outcomes.

Domain-specific skills

• System navigation and data entry accuracy — You work across multiple platforms daily including CRM, project management, and learning management systems, and must enter and update information without error because inaccurate data creates operational risk and client delivery problems
• Task coordination across multiple concurrent programs — You support several client engagements simultaneously with overlapping timelines and dependencies, requiring you to track what is due when and ensure nothing is missed or delayed
• Process adherence and workflow execution — You follow established Customer Success processes step-by-step to ensure consistency and reliability across all client programs, and must recognize when a situation does not fit the standard process and requires escalation
• Microsoft Excel for scheduling and reporting — You prepare reports, manage participant rosters, track program timelines, and organize operational data in spreadsheets that others rely on for decision-making
• Written communication for internal coordination — You send clear status updates, schedule confirmations, and task completion notifications to Customer Success Managers, Project Managers, Facilitators, and Sales team members who need accurate information to do their work

Domain-Specific Knowledge

• Customer Success operational workflows in professional services or B2B training environments — You must understand how client programs move from sale to onboarding to delivery so that you can execute administrative tasks in the correct sequence and recognize when something is off-track
• Learning management system structure and participant administration — You need to know how users, courses, enrollments, and organizational hierarchies work in LMS platforms so that you can set up participants correctly and troubleshoot access or rostering issues
• CRM and project management platform functionality for program tracking — You must understand how HubSpot, Monday.com, or similar tools organize client records, timelines, tasks, and status fields so that updates you make are accurate and visible to the right people
• Virtual training platform setup and session launch procedures — You should know how to configure virtual classrooms, manage participant access, and support session start activities so that facilitators and participants experience smooth technical execution

Domain-specific experience

• 1+ years in an administrative support, operations coordination, project support, or business operations role where accuracy, organization, and follow-through were essential to team success
• Experience working with CRM platforms such as HubSpot or Salesforce, project management tools such as Monday.com or Asana, or learning management systems in a data entry, reporting, or user administration capacity
• Demonstrated ability to manage multiple concurrent priorities and deadlines in a professional services, training delivery, or B2B client support environment

Benefits

Why NeuIQ - Five reasons candidates choose us

1. Work at the frontier, for real No demo-ware, no pilots that die in the sandbox. You’ll ship working agents into production - every one anchored to a measurable business outcome a client is counting on. Fourteen-plus client AI solutions shipped and counting.

2. Become AI-native yourself We invest in it deliberately - a structured AI training pathway that builds your capability, an AI hub that gives you a governed environment to build in, and an agent lab where your experiments become company assets. The transformation we sell to clients runs inside our own house first, starting with you.

3. See the whole system, not a silo Data, platforms, and AI are engineered as one system by one team - architects, data and AI engineers, integration and cloud specialists, designers, and QA in a single delivery model. You’ll understand how the entire climb works, from raw signal to autonomous agent - the kind of end-to-end fluency most careers never offer.

4. Work directly with operators, not layers below them Our leadership team averages 20+ years of experience - entrepreneurs who have navigated multiple technology waves with a track record of customer and shareholder success - sharpened by an advisory board of senior industry executives across the four GTM functions. Here, proximity to that judgment is daily, not annual.

5. Join a category being built - not maintained Eighteen months ago, AI-Native GTM was a sentence in a deck. Today, anchor partners are staking their reputations on it publicly. Getting in while the category is being defined means your fingerprints end up on the foundation - and we treat Run as the destination, so what you build is what you’ll see operate, compound, and matter.

Equal Opportunity Employer Statement

NeuIQ is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.