Customer Success Executive - Clinical Business at Happy Reliable Surgeries Pvt Ltd (HRS Navigation) · Bengaluru (Bangalore) · 1 - 5 years · ₹2L - ₹10L / yr · Profitable · Posted 20 Jul 2026

Customer Success Executive - Clinical Business
Job description:
1. Coordination & Ownership
Act as the primary bridge between field engineers and internal leadership teams.
Ensure all field activities, customer requests, and escalations are tracked, aligned, and closed.
Anticipate gaps in execution before they turn into customer issues.
2. Customer Understanding & Expectation Management
Develop a deep understanding of what the customer actually wants, not just what they say.
Read between the lines during discussions to identify unstated risks, expectations, or dissatisfaction.
Ensure customer requirements are clearly translated into actionable internal tasks.
3. Data Analysis & Forecasting
Analyze service, usage, performance, and operational data to identify trends and patterns.
Build post-forecasting and predictive insights to highlight potential risks, delays, or escalations in advance.
Present data-backed insights to leadership for proactive decision-making.
4. Documentation & Process Discipline
Maintain high-quality documentation for customer interactions, commitments, escalations, and resolutions.
Ensure all learnings, decisions, and outcomes are recorded systematically and are easily auditable.
Create and maintain trackers, reports, and dashboards as required.
5. Communication & Stakeholder Management
Communicate clearly and confidently with customers, engineers, and senior stakeholders.
Listen actively, ask the right questions, and summarize conversations with clarity and accuracy.
Escalate issues with context, not noise—bring solutions, not just problems.
6. Multitasking & Prioritization
Handle multiple customers, internal teams, and timelines without losing control.
Prioritize tasks based on customer impact, urgency, and business risk.
Required Skills & Competencies
•Strong data analysis and interpretation skills (Excel, CRM, dashboards, reports).
•Proven ability in forecasting, prediction, and trend analysis.
•High attention to detail with a strong bias for documentation and process discipline.
•Excellent communication and listening skills—both written and verbal.
•Ability to think analytically and connect dots across conversations, data, and outcomes.
•Strong coordination and stakeholder management capabilities.
•Comfortable working in fast-moving, cross-functional environments

About Happy Reliable Surgeries Pvt Ltd (HRS Navigation)
About
Happy Reliable Surgeries Pvt Ltd (HRS Navigation) started in 2015. It is India's first and only company to develop high tech surgical navigation system for highly complex Brain & Spine surgeries. Our products directly compete with world’s biggest medical devices companies. We are proudly one of the few global companies who have capabilities to develop Computer assisted and Robotic Assisted surgeries products. R&D Centre is based at Bangalore. It has been started by Ex of a global medical device company. It has been incubated & mentored by IIM Calcutta.
Why Do We Exist: - Currently all hi-tech medical devices are imported. Which leads to very high cost of healthcare & non reachability to common people. Our Purpose is to make premium healthcare affordable & accessible by continuous innovation for our people. We want to make India Proud.
Our Achievements: -
- 10 Best start-up in Medical Devices (Insight Success Magazine)
- Won Top 50 emerging product start-up NASSCOM 2017 (National Award)
- Winners in Economic Power of Ideas award 2018 (IIM Ahmadabad) (National Award)
- Winners in Smart Fifty competition conducted by IIM Calcutta (National Award)
- Won Elevate 100, Karnataka top 100 company (State Award from Karnataka Government)
- Grown Exponential even in 2020 financial Year. (No Salary Cuts / Firings)
- 3000+ successful Surgeries performed by our products.
Connect with the team
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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:
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
Job Opening: Sales Coordinator
📍 Location: Ghansoli, Navi Mumbai
👨🎓 Experience: Fresher & Experienced Candidates Can Apply
Key Responsibilities:
- Support the sales team by preparing quotations, sales orders, and contracts.
- Coordinate with logistics for timely delivery and installation.
- Maintain CRM records and track order status.
- Handle customer inquiries and ensure excellent customer service.
- Follow up with customers and resolve complaints effectively.
- Prepare sales reports, presentations, and documentation.
- Schedule sales meetings, product demos, and coordinate communications.
- Analyze sales data and assist in improving sales performance.
- Collaborate with marketing, finance, and operations teams.
Required Skills:
- Bachelor's degree (preferred).
- Freshers are welcome; prior sales coordination/support experience is an advantage.
- Good knowledge of MS Office (Excel, Word, PowerPoint).
- Basic knowledge of CRM software is a plus.
- Strong communication, coordination, and organizational skills.
- Ability to multitask and work in a fast-paced environment.
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
Key Responsibilities:
1. Coordinate resolution ot field service requests PAN India, meeting SOP-defined TAT and SLA targets
2. Track and report service quality, response time, and customer satisfaction scores: drive corrective action on gaps
3. Maintaın regional spares avallabılıty at detined stock norms to support uninterrupted field response
4. Support installatıon commissioning, preventive maintenance. and decommissioning of cinema equipment as per schedule and OEM compliance
5. Monitor field engmneer productivity/perrormance agamnst detined KPIs and support upskilling through training coordination
6. Track repeat failure trends and drive reduction through root-cause and continuous improvement 1nitiatıves
7. Support AMC/service agreement reviews to ensure deliverables and renewals are met on time
8. Ensure IT systems uptime, asset/license tracking, backup, and disaster recovery processes are executed per detined SOPs
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.
Job Summary:
The role will be responsible for maintaining and enhancing long-term relationships with property owners, tenants, and corporate clients. The role involves ensuring customer satisfaction, handling service requests efficiently, coordinating with internal departments, and driving retention and referral growth for the Property Management business.
Key Responsibilities:
Customer Relationship & Communication
- Act as the primary point of contact for property owners and tenants.
- Handle all customer queries, feedback, and complaints with prompt and professional responses.
- Maintain regular communication with clients to update on property status, maintenance activities, and tenancy details.
- Build strong relationships through personalized engagement and proactive service.
Service Coordination
- Liaise with internal teams (maintenance, renting, finance, and legal) to ensure smooth service delivery.
- Ensure timely resolution of service tickets and customer issues.
- Coordinate tenant move-ins, move-outs, and periodic property inspections.
- Follow up on maintenance and repair works and communicate updates to clients.
Data & CRM Management
- Maintain updated records of customer interactions, service requests, and resolutions in the CRM system.
- Track customer satisfaction levels and suggest improvements in service delivery.
- Prepare and share periodic reports on customer engagement, feedback trends, and retention metrics.
Retention & Growth
- Support initiatives for customer retention, renewals, and referral generation.
- Contribute to the development of client loyalty programs in paying rent on time from client.
Operational Support
- Assist in on boarding new property owners and ensuring documentation compliance.
- Work with the finance team to manage invoicing, payment follow-ups, and related customer communication.
Telecalling & Customer Support
- Make outbound sales and follow-up calls.
- Answer inbound customer inquiries promptly.
- Resolve customer complaints efficiently.
- Explain product or service features clearly.
- Achieve daily and monthly call targets.
Key Skills & Competencies:
- Excellent communication and interpersonal skills
- Customer-centric mindset with problem-solving attitude
- Ability to multitask and manage multiple client accounts
- Proficiency in MS Office & maintaining Google docs.
- Basic understanding of property management processes
- Strong coordination and follow-up skills
- Attention to detail and professionalism
Qualification & Experience:
- Any Graduate
- 1–3 years of experience in customer relationship management, preferably in property management, real estate, Hospitality management or facility management sectors. Mandatory experience in Telecalling.






