Customer Success Executive - Clinical Business

JOB DESCRIPTION – PROCESS COORDINATOR

JOB OVERVIEW:

We are looking for an active, smart, proactive, and client-focused Process Coordinator who can effectively manage core operations, coordinate with internal teams and clients, identify opportunities for process improvement, and contribute to business growth through smart cross-selling and solution-selling approaches.

The ideal candidate should have strong communication and coordination skills, take ownership of tasks, be proactive during meetings, and have the ability to manage multiple responsibilities efficiently.

Key Responsibilities:

• Manage and coordinate day-to-day core operational processes to ensure smooth and timely execution.
• Act as a key point of contact for clients, maintaining professional communication and ensuring their requirements are properly understood and addressed.
• Coordinate with internal teams to ensure tasks, deliverables, and client requirements are assigned and completed within timelines.
• Proactively participate in client and internal meetings, contribute ideas, ask relevant questions, and ensure important action points are captured.
• Prepare and circulate Minutes of Meeting (MOM) with clear discussion points, decisions, responsibilities, and deadlines.
• Assign tasks to respective team members and follow up regularly to ensure timely completion.
• Prepare and maintain daily, weekly, and monthly reports related to operations, tasks, client requirements, and team performance.
• Monitor ongoing processes and identify gaps, bottlenecks, and areas for improvement.
• Contribute proactively to process optimization and improvement initiatives to increase efficiency and productivity.
• Maintain accurate and updated CRM records, including client interactions, follow-ups, requirements, tasks, and status updates.
• Understand client requirements and proactively suggest relevant services, solutions, or value-added offerings wherever applicable.
• Identify opportunities for smart cross-selling and solution selling without compromising client relationships.
• Maintain regular follow-ups with clients and internal teams to ensure smooth project/process execution.
• Escalate issues, delays, or operational challenges to the concerned stakeholders in a timely manner.
• Ensure proper documentation and tracking of processes, tasks, meetings, and client communications.

Requirements& Qualifications:

.

• :Excellent verbal and written communication skills.
• Strong client handling and relationship management skills.
• Highly proactive, energetic, and solution-oriented approach.
• Strong coordination, task management, and follow-up skills.
• Ability to confidently participate and contribute in meetings.
• Good understanding of CRM processes and customer lifecycle management.
• Strong analytical and problem-solving abilities.
• Ability to identify opportunities for cross-selling and solution selling.
• Proficiency in MS Excel/Google Sheets, MS Office/Google Workspace, and CRM tools..
• Strong ownership, accountability, and attention to detail.

Key Responsibilities

·      Act as the primary coordination point between clients, vendors, and internal teams.

·      Coordinate with clients and vendors to understand requirements and ensure timely execution.

·      Schedule and coordinate client meetings, review meetings, demos, and follow-up discussions.

·      Maintain regular communication with clients and provide updates on ongoing activities.

·      Handle post-app support and coordinate with the relevant technical/support team for issue resolution.

·      Follow up with internal teams and vendors to ensure client concerns are resolved within the required timelines.

·       Manage and execute the client onboarding process, ensuring all required activities are completed smoothly.

·      Collect, verify, maintain, and organize client-related documents and records.

·      Coordinate with clients for completion of required documentation, forms, agreements, and other onboarding formalities.

Required Skills

·      Excellent communication and coordination skills.

·      Strong follow-up and relationship management abilities.

·      Good interpersonal and client-handling skills.

·      Ability to coordinate with multiple stakeholders simultaneously.

·      Good documentation and record-management skills.

·      Strong organizational and time-management skills.

·      Proficiency in MS Office / Google Workspace.

·      Ability to understand client requirements and coordinate with technical/internal teams.

·      Problem-solving attitude with a strong sense of ownership.

·      Ability to work under deadlines and manage multiple priorities.

Preferred Candidate Profile

·      Graduate in any discipline.

·      1–3 years of experience in Client Coordination, Client Success, Customer Support, Account Management, Operations, or similar roles.

·      Candidates with experience in EdTech, School ERP, SaaS, IT services, or software-based products will be preferred.

·      Should be comfortable communicating with clients, vendors, and internal teams through calls, emails, and meetings.

Experience: 1–2 Years

Location: Jaipur

Employment Type: Full-Time

Industry: Digital Marketing Agency

Job Overview:

We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.

Key Responsibilities:

• Coordinate with different internal teams to ensure timely task completion.
• Track project activities, deadlines, pending tasks, and deliverables.
• Maintain and regularly update CRM with accurate client and lead information.
• Manage follow-ups with internal teams and clients.
• Track client requirements, feedback, approvals, and pending information.
• Ensure proper client onboarding and handover between teams.
• Monitor CRM follow-ups and ensure no leads or client activities are missed.
• Identify process delays and escalate issues to the concerned manager.
• Prepare daily/weekly MIS and process reports for management.
• Maintain trackers, documentation, and process records.
• Support the team in improving internal processes and workflow efficiency.

Requirements:

• 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
• Good knowledge of Excel/Google Sheets and CRM tools.
• Strong communication and follow-up skills.
• Excellent organizational and time-management abilities.
• Ability to coordinate with multiple teams simultaneously.
• Strong attention to detail and problem-solving skills.
• Basic understanding of digital marketing is preferred.
• Ability to work in a fast-paced agency environment.

Key Skills:

CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation

About Us:

With over 10 years of experience serving 200+ clients across diverse geographies specific to real estate, we have launched a dedicated vertical for the real estate sector. Our comprehensive services are designed to support clients at every stage of their project lifecycle, from initial planning to closing sales.

Why Choose Us?

Proven Experience: Over 200 successful client engagements across diverse geographies in the real estate industry.

Holistic Service Offering: Covering every aspect of real estate marketing and sales.

Innovation & Creativity: Cutting-edge campaigns and creative assets that stand out.

Dedicated & Skilled Team: Experts passionate about driving results and fostering growth.

Role Overview:

We are looking for a proactive and detail-oriented Business Coordinator – Real Estate to manage operational coordination, business reporting, sales data management, and cash flow tracking for the real estate vertical. The ideal candidate should have strong coordination skills, excellent data management abilities, and experience in handling real estate operational processes. .

Key Responsibilities

1. Data Maintenance & Reporting

● Maintain and update all real estate business data with accuracy.

● Prepare daily, weekly, and monthly MIS reports for management.

● Generate reports related to sales, collections, inventory, and team performance.

● Ensure proper documentation and data organization across departments.

2. Inventory Data Management

● Maintain project inventory records, including unit availability, pricing, and status updates.

● Coordinate with sales and management teams for real-time inventory updates.

● Ensure inventory data is accurately updated in internal systems/software.

3. Sales Data Management

● Track leads, site visits, bookings, closures, and sales performance data.

● Maintain sales pipeline reports and team target tracking.

● Coordinate with the sales team for accurate reporting and follow-ups.

4. Collection Data Management

● Maintain customer payment and collection records.

● Track pending payments, due amounts, and payment schedules.

● Coordinate with finance and sales teams for timely collection updates.

5. Individual & Departmental Performance Tracking

● Maintain individual sales performance and target achievement data.

● Prepare departmental performance reports and dashboards.

● Support management with operational and performance analysis.

6. Software & CRM Updates

● Ensure timely updates of data in CRM and internal software systems.

● Maintain the accuracy of customer, sales, inventory, and payment records.

● Coordinate with teams to resolve discrepancies in reports or software entries.

7. Cash Flow Coordination & Management

● Assist in tracking project-wise cash inflow and outflow.

● Coordinate with finance and operations teams for payment processing and reporting.

● Maintain records related to receivables, collections, and financial coordination.

Requirements

Bachelor’s degree in Business Administration, Commerce, Management, or related field.

1–3 years of experience in coordination, operations, or MIS roles, preferably in real estate.

Strong knowledge of MS Excel, Google Sheets, and reporting tools.

Good understanding of CRM/software management and reporting processes.

Strong communication, coordination, and follow-up skills.

Ability to manage multiple tasks in a fast-paced environment.

About Us:

We are not just an AD agency or a creative agency, we are a Communication Company. Founded in 2014, Moshi Moshi is a young, creative, gutsy and committed communication company that wants its

clients to always Expect the EXTRA from it. Our primary clientele consists of Startups & Corporates like Ola, Zoomcar, Mercedes Benz, ITC, Aditya Birla Group, Collive, MTV, Toit, IHCL, Jaquar, Sobha, Simple Energy, and Godrej amongst others. We have a huge team of creative folks, marketers, learners, developers, coders and a puppy momo, who

believe Moshi Moshi is an experience rather than a company.

Why Moshi Moshi?

The learning curve at Moshi Moshi is very high when compared to the industry average and that's primarily because you get to work with Companies / Brand managers / Marketers of different sizes and thought processes who push you to think better and faster. So, Hop on to the ride we dearly call Moshi Moshi and let's Say hello to the world.

PS:- We are also very close to a lot of food joints and breweries, so in case your manager/boss gives you a lot of work or is Expecting the Extra, you can quickly grab a recharge and continue with your

everyday life struggles. We can't do much about the manager!

Job Description:

As a Business Coordinator Intern, your role encompasses various crucial tasks aimed at ensuring smooth communication, efficient lead management, and streamlined operations within the organisation. Here's a refined draft of your responsibilities:

1. Client Communication Management:

- Act as the primary point of contact for incoming client inquiries, promptly addressing their queries and clarifying requirements.

- Utilise effective communication skills to articulate the company's offerings and provide relevant information to potential customers.

2. Lead Allocation:

- Screen the incoming leads and allocate the relevant ones to team members.

3. CRM Utilization and Notification Management:

- Maintain and update the Customer Relationship Management (CRM) platform to ensure accurate recording of client interactions and requirements.

- Manage notification systems to promptly address client inquiries and relay relevant information to the team for further action.

4. Collaboration with Finance Team:

- Establish regular communication channels with the finance team to coordinate invoice generation and payment processing for clients.

- Ensure timely follow-up on payment statuses and address any financial inquiries from clients.

5. Proposal Management and Client Engagement:

- Assist in the creation and distribution of proposals to potential clients, ensuring alignment with their needs and expectations.

- Maintain ongoing communication with clients to provide updates, address concerns, and facilitate any necessary adjustments to proposals or services.

By effectively managing client communications, streamlining lead management processes, leveraging CRM systems, collaborating with the finance team, and maintaining proactive client engagement, you play a vital role in driving business growth and fostering positive client

relationships as a Business Coordinator Intern.

About the Role

Work at the intersection of business and technology, supporting operations, data analysis, automation, and digital tools to improve efficiency and growth. 

 Responsibilities 

• Support business operations using tech tools (Excel, CRM, dashboards)  
• Analyze data and generate insights for decision-making  
• Assist in automation workflows and process improvements  
• Coordinate between tech and business teams  
• Help in implementing digital solutions and tools  

 Skills Required 

• Basic knowledge of Excel / Google Sheets  
• Good analytical and problem-solving skills  
• Understanding of business processes  
• Interest in technology and automation  

 Details 

• Duration: 3–6 months  
• Mode: Remote  
• Certificate + PPO based on performance 

AM:PM is a short form vertical video news platform for Gen Z and millennials. Daily video newspaper at 7:30am. Eleven beats. Every story runs both sides, fact checked.

Editorial decides what gets published. You make sure the organisation runs so it happens on time, every day.

What you do

• Run day to day operations across the org, so every team has what it needs to work without friction
• Plan shift rosters, manage leaves and attendance, and arrange backup when someone does not turn up
• Onboard new joinees across teams, get their systems, access, and paperwork ready from day one
• Keep track of how many stories are in progress and how many are done, and flag to the senior editor early if the day is running short
• Check in on the night desk through the night to confirm the shift is staffed and on schedule
• Run the morning handover so the day team knows what got published and what is pending

What you need

• 2 to 4 years in operations, production coordination, or office and admin management
• Has done this at an early stage company or a newsroom, where the job has no fixed boundaries
• Available for night checks, with the bulk of the role in regular hours
• Good with people, able to follow up firmly without being difficult
• Organised, reliable, and calm when things go wrong

Description of the Role

We are hiring a Client Relationship Executive with experience in client coordination, service management, and customer relationship handling. 

Location: Nagercoil, Kanyakumari

Experience: 3-5 Years

Salary: As per Company Standards

Employment Type: Full-Time

Skills Needed

Client Relationship Management

Customer Service and Client Coordination

Communication and Interpersonal Skills

Documentation and File Management

Planning, Scheduling, and Team Coordination

Problem-Solving and Complaint Handling

CRM and Client Database Management

Service Quality Monitoring and Follow-Up

Key Responsibilities

Achieve revenue targets fixed by the management.

Maintain complete client records and provide regular updates on project status.

Build and maintain strong relationships with clients to enhance customer satisfaction.

Communicate regularly with clients regarding work progress and service updates.

Ensure timely completion of all assigned services within the production department.

Plan, schedule, and allocate work efficiently to the technical team.

Coordinate discussions between clients and internal teams to understand and fulfill requirements.

Arrange technical interactions, meetings, and demonstrations whenever required.

Ensure service quality and timely project completion to maintain client satisfaction.

Maintain all client agreements, forms, and related documents confidentially.

Handle complete file management, including both softcopy and hardcopy records.

Resolve client concerns effectively and ensure a positive customer experience.

Required Qualifications

Bachelor's Degree in Business Administration, Management, Marketing, or a related field.

3-5 years of experience in client servicing, customer relationship management, or business coordination.

Strong communication and coordination skills.

Ability to handle multiple clients and maintain accurate records.

 Manage engineering projects from requirements gathering and planning through development, testing, release, and closure.  Create project plans, timelines, milestones, dependencies, and delivery schedules.  Coordinate with Engineering Managers, Tech Leads, Software Engineers, QA, Product Managers, and other stakeholders.  Track project progress, identify delays and dependencies, and drive corrective actions.  Facilitate sprint planning, daily stand-ups, sprint reviews, retrospectives, and other project ceremonies where required.  Maintain project trackers, RAID logs, action items, and status reports.  Identify and proactively manage project risks, technical dependencies, resource constraints, and delivery issues.  Communicate project status, risks, dependencies, and key decisions to leadership and stakeholders.  Coordinate releases and ensure development, QA, deployment, and business teams are aligned.  Manage scope changes and assess their impact on timelines, resources, and deliverables.  Ensure engineering deliverables meet agreed requirements, timelines, and quality standards.  Work with technical teams to understand project dependencies and translate them into actionable project plans.  Help resolve cross-team blockers and facilitate effective communication between technical and business teams.  Monitor resource allocation and work with engineering leadership to address capacity constraints.  Drive continuous improvement in project delivery processes and engineering collaboration. 

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.