Required Skills: Customer Success, Operations Management
Country: India
Position: Customer Success Operations Associate
Location: Chennai/Coimbatore
Number of resources needed: 01
Shift: US shift (7pm to 4am IST)
Years of experience: 1+ Years
Responsibilities
- 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 AccountManagers.
- 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 CSoperations, 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.