Customer Success Operations Specialist

Jobgether; India; Remote; INR 1,200,000 - 2,200,000; Full time

Benefits offered by this job

Remote work

Equity participation

Private benefits package

Paid holidays

Volunteer days

Life insurance

Parental leave

Employee assistance program

Job summary

Jobgether invites applications for a Customer Success Operations Specialist based in India. You will support renewals, create renewal quotes, and ensure smooth order flows while collaborating with Sales, Channel, and Billing. You will steward data in Salesforce and contribute to a disciplined quote-to-cash process in a remote setup.

The role emphasizes accuracy, cross-functional collaboration, and proactive problem solving in a fast-paced environment with India-based remote work.

Qualifications

• 4+ years of professional experience in sales operations or a closely related operational role.
• Hands-on experience with Salesforce.com is required.
• Prior experience working with quoting, subscriptions, contracts, renewals, or related commercial processes.
• Experience supporting quote-to-cash workflows and sales or customer success operations.
• Previous experience working with channel partners is a plus.
• Undergraduate degree from an accredited university.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to manage multiple requests, deadlines, and stakeholders.
• Self-motivated and proactive approach, with the ability to take ownership without requiring constant supervision.
• Highly detail-oriented and process-focused, with a strong commitment to data accuracy and quality.
• Strong analytical and problem-solving abilities, particularly when investigating discrepancies in contracts, quotes, orders, or customer data.
• Comfortable collaborating across multiple business functions in a fast-paced environment.
• Ability to work remotely while maintaining effective communication, accountability, and responsiveness.
• Ability to participate in video interviews with the camera enabled; accommodations may be available where technical, accessibility, or other circumstances require them.

Responsibilities

• Support the Customer Success organization throughout the customer contract lifecycle, with a particular focus on renewals.
• Create and manage renewal quotes while ensuring deal structures accurately reflect the subscriptions and services being renewed.
• Respond promptly to Customer Success Manager inquiries related to quotes, orders, invoices, and related operational matters.
• Follow up on renewal activities through booking and order completion, processing orders where required.
• Review contract information against financial models to ensure data consistency and confirm that all required approvals are in place.
• Maintain accurate partner, prospect, and customer information in Salesforce, acting as a key data steward.
• Support various stages of the quote-to-cash process, including opportunity creation, order management, and related administrative activities.
• Collaborate effectively with Sales, Customer Success, Channel, Operations, Billing, and other cross-functional teams to resolve issues and keep processes moving.
• Identify and address data or process discrepancies with a strong focus on accuracy, quality, and timely execution.
• Handle operational responsibilities independently while maintaining clear communication with relevant stakeholders.

Skills

Quoting

Renewals

Data accuracy

Communication

Cross-functional collaboration

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Success Operations Specialist based in India.

This role is central to supporting customer success teams through accurate, efficient, and well-managed commercial operations.
You will manage renewal activities, create quotes, support customer-facing teams, and help ensure contracts and orders move smoothly through the operational cycle.
The position requires close collaboration across Customer Success, Sales, Channel, Operations, and Billing functions.
You will also act as a data steward, helping maintain accurate customer, partner, and prospect information within Salesforce.
Your attention to detail will directly contribute to reliable quoting, billing, renewals, and customer experiences.
This is a remote opportunity suited to an organized, proactive professional who enjoys solving operational challenges and improving processes.
The role follows working hours from 2:00 PM to 11:00 PMand is based remotely in Bengaluru, India.

Accountabilities

• Support the Customer Success organization throughout the customer contract lifecycle, with a particular focus on renewals.

• Create and manage renewal quotes while ensuring deal structures accurately reflect the subscriptions and services being renewed.

• Respond promptly to Customer Success Manager inquiries related to quotes, orders, invoices, and related operational matters.

• Follow up on renewal activities through booking and order completion, processing orders where required.

• Review contract information against financial models to ensure data consistency and confirm that all required approvals are in place.

• Maintain accurate partner, prospect, and customer information in Salesforce, acting as a key data steward.

• Support various stages of the quote-to-cash process, including opportunity creation, order management, and related administrative activities.

• Collaborate effectively with Sales, Customer Success, Channel, Operations, Billing, and other cross-functional teams to resolve issues and keep processes moving.

• Identify and address data or process discrepancies with a strong focus on accuracy, quality, and timely execution.

• Handle operational responsibilities independently while maintaining clear communication with relevant stakeholders.

Requirements

• 4+ years of professional experience in sales operations or a closely related operational role.

• Hands-on experience with Salesforce.com is required.

• Prior experience working with quoting, subscriptions, contracts, renewals, or related commercial processes.

• Experience supporting quote-to-cash workflows and sales or customer success operations.

• Previous experience working with channel partners is a plus.

• Undergraduate degree from an accredited university.

• Excellent written and verbal communication skills.

• Strong organizational skills with the ability to manage multiple requests, deadlines, and stakeholders.

• Self-motivated and proactive approach, with the ability to take ownership without requiring constant supervision.

• Highly detail-oriented and process-focused, with a strong commitment to data accuracy and quality.

• Strong analytical and problem-solving abilities, particularly when investigating discrepancies in contracts, quotes, orders, or customer data.

• Comfortable collaborating across multiple business functions in a fast-paced environment.

• Ability to work remotely while maintaining effective communication, accountability, and responsiveness.

• Ability to participate in video interviews with the camera enabled; accommodations may be available where technical, accessibility, or other circumstances require them.

Benefits

• Remote working opportunity based in Bengaluru, India.

• Full-time employment with afternoon/evening working hours from 2:00 PM to 11:00 PM.

• Equity participation for employees.

• Flexible annual leave, paid holidays, and volunteer days.

• Comprehensive private benefits package, including medical insurance for employees and their families.

• Life insurance coverage equivalent to 3x compensation.

• Personal accident insurance.

• Fertility support.

• Paid parental leave.

• Employee Assistance Program.

• Inclusive and collaborative work environment that values diverse perspectives and backgrounds.

• Reasonable accommodations throughout the recruitment and employment process for candidates and employees with disabilities or other specific needs.

• Opportunity to develop expertise across Salesforce, customer success operations, renewals, quoting, and quote-to-cash processes.

• Background checks are required for the position.

• Certain responsibilities may involve access to information subject to U.S. export control regulations; employment may be conditional on obtaining the required authorization.