Customer Success Manager

Job Description – Junior Executive – Billing

Designation: Junior Executive – Billing

Department: Commercial

Reporting To: Assistant / Senior Manager – Commercial

Department Head: Senior Manager – Commercial & Accounts

🔹 Role Summary

The Junior Executive – Billing plays a supporting role in the Commercial Department by assisting in basic billing documentation, logsheet collation, cheque deposit coordination, and data upkeep.

The role ensures foundational billing tasks are completed on time and supports the department in achieving overall monthly billing targets through accurate record maintenance.

🎓 Education & Skill Requirements

• Graduate (Commerce preferred)
• 0–2 years of experience in basic accounts, billing, or administrative roles
• Familiarity with Excel, PDF editing, and scanning
• Basic knowledge of GST and billing terminology
• Good documentation discipline and communication skills (English or Hindi)
• 
  

📌 Key Responsibilities

🧾 Billing Support & Documentation

1. Assist in collecting data and logsheets from internal teams
2. Help prepare basic RA / Proforma invoices as per standard format
3. Print, scan, and file billing copies (soft & hard copy)
4. Coordinate courier / handover of bills through office staff for submission

📊 Logsheet & Record Keeping

1. Update and maintain logsheet records in Excel
2. Help prepare deduction templates for operators and breakdown cases
3. Assist in preparing billing compliance folders and GRNs

💰 Cheque Coordination & Deposit

1. Collect cheques from admin team or site
2. Ensure timely bank deposit or handover to accounts team
3. Maintain daily tracker for cheque pickup and deposit

📈 Reporting & Follow-up

1. Submit daily task update in the group by EOD
2. Report pending work or delays to Executive / Sr. Executive – Billing
3. Keep records audit-ready for HOD reviews
4. 
   

📊 Key Performance Indicators (KPIs) & Incentives

KPI AreaAmountCriteriaBilling Target – Cumulative Incentive₹1,3330.05% above ₹2.65 Cr per month (or total annual target of ₹35 Cr billing).

Notes:

• Calculated on cumulative method (if monthly target is below, negative incentive applies).

• Assuming ₹35 Cr FY billing, annual incentive ≈ ₹16,000.Monthly Incentive Range₹800 – ₹1,300Based on quality and quantity of projects closed

Important Notes:

• KPI report must be submitted to the reporting officer with CC to Mr. Ashenke and HR every month before the 3rd for review.
• All billing numbers will be considered from CRM only.
• Payment will be processed with next salary post email verification from reporting officer.
• Delayed submission of report may attract deductions and/or delays.

🚀 Career Progression Pathway

LevelTitleKey Criteria for ProgressionEntryJunior ExecutiveDiscipline, basic billing support, record keeping, escalationLevel 1ExecutiveAccurate billing, basic reconciliation, email communication, report ownershipLevel 2Senior ExecutiveOn-time billing, client visits, aging report management, daily follow-upsLevel 3Assistant ManagerIndependent billing & collection ownership, contract reading, documentation accuracyLevel 4ManagerTeam management, key client handling, reduction of pendencies, full regional accountability

📌 Growth Factors

AreaIndicatorAccuracyNo format or data errors in daily workTimelinessTasks completed on schedule with timely escalationCommunicationClear daily updates, prompt senior responsesInitiativeProactive follow-ups and clarification when required

📅 Evaluations

Quarterly evaluations will be conducted by the Department Head, with or without HR involvement as required.

We are looking for an integration engineer to assist our rapidly growing customer base. As part of our integration team, you will be the primary point of contact for all integrations. You would be responsible for helping our clients integrate with OneFin APIs, configuring our system for clients and providing ongoing help to them to resolve any issues.

Responsibilities

1. Understand and explain APIs to clients. Help clients integrate OneFin APIs. Research and identify solutions to issues during integration.
2. Escalate unresolved issues to appropriate internal teams (e. g. software developers).
3. Become a product expert for clients.
4. Configure OneFin system for customized usage by clients. Identify and write internal and external technical articles or knowledge-base entries, like typical troubleshooting steps, workarounds, or best practices, how-to guides etc.
5. Automate solution of common issues using Python.
6. Help live clients resolve issues and coordinate with the development team for issue resolution.

Requirements and Qualifications:

1. Strong verbal and written communication skills.
2. Experience in writing code in Python.
3. Understanding web based systems.
4. Proficient in understanding and writing JSON.
5. Experience in SQL databases.
6. Experience working with REST APIs.
7. Excellent analytical skills, passion for pinning down technical issues, and solving problems.

https://forms.gle/4tEbPAwW7uis9PPX7

Company Overview 

Universal Transit is a leading auto transport company providing AI-powered car shipping solutions across the United States. Our services span nationwide car shipping with advanced technology, ensuring optimized, efficient, and cost-effective transport. Universal Transit prioritizes customer satisfaction and innovative service and is committed to transforming the auto transport industry through technology-driven solutions. 

Position Summary 

We are seeking a dynamic Sales Representative with proven sales experience in the U.S. market. While industry knowledge in auto transport is a plus, it is not required. We’re looking for someone with a strong sales background in any service-oriented industry who excels in client engagement and lead conversion. Proficiency in English at the C2 level, with a clear accent close to American, is essential as this role involves building rapport with a diverse U.S.-based client base. In this role, you’ll prospect for new business opportunities while managing and growing relationships with established clients. You’ll connect with key players in the automotive industry, including dealerships, rental car companies, and automotive auctions, to present our tailored solutions. 

Job Title: Sales Representative 

Location: Remote India (Initially for 3-6 months, then onsite in Bengaluru). 

Job Type: Full-time 

Compensation: Starting salary of $800 per month, plus a 10% commission on sales. With experience, there is the potential to earn up to $3,000 per month. 

Key Responsibilities 

• Actively seek out new business opportunities by making 100 + outbound calls daily, networking, and conducting online research to maintain a strong pipeline of potential clients. 
• Build lasting relationships with clients by understanding their needs and providing tailored transport solutions that fit their unique requirements. 
• Regularly engage with key clients, including automotive dealerships, dealership groups, wholesalers, auction houses, and insurance companies, to promote Universal Transit’s services. 
• Utilize CRM software to document client interactions, monitor sales activities, and keep customer information up to date. 
• Collaborate with the sales team to achieve sales targets and expand market reach through effective sales strategies. 
• Stay informed about industry trends, competitor offerings, and client needs to uncover potential sales opportunities and adapt approaches as needed. 
• Work closely with logistics and marketing teams to ensure smooth client onboarding, satisfaction, and retention. 
• Develop a comprehensive understanding of Universal Transit's services, technology, and industry practices to inform and advise clients effectively. 

Qualifications and Skills 

• Minimum of 2 years of experience in a sales role within the U.S. market, preferably in a service-based industry. 
• Fluent English speaker with C2-level proficiency and a clear, near-American accent. 
• Proven ability to generate leads, close deals, and establish strong client relationships. 
• Excellent verbal and written communication skills focused on clarity and building client rapport. 
• Strong organizational and multitasking abilities, capable of managing multiple leads and client requests simultaneously. 
• Self-motivated with a proactive approach to achieving sales goals. 
• Dedicated to understanding customer needs and providing outstanding service. 
• Sales-driven and persistent in pursuing new business opportunities. 
• Skilled at building and maintaining professional relationships. 
• Analytical and able to assess client needs and recommend suitable solutions. 
• Adaptable and flexible in approach to meet diverse client needs and shifting market demands. 

Job Description:

• Knowledge of multiple front-end languages and libraries (e.g. HTML/ CSS, JavaScript, XML, jQuery)
• Knowledge of  back-end languages (e.g. C#, Java, PHP, Python) 
• JavaScript frameworks (e.g. Angular, React, Node.js)
• Familiarity with databases (e.g. MySQL, MongoDB), web servers (e.g. Apache) and UI/UX design
• Excellent communication and teamwork skills
• Great attention to detail.

Intellectual Skills:

• Excellent communication skills and up-to-the-mark language proficiency.
• Sharp listening, analytical, synthesizing and problem-solving skills.
• Ability to remain professional, confident and patient at all times.
• Quick learner and effective coordinator. 

Technical Competency: 

• Significant PHP knowledge, including experience building/customizing object-oriented web-application in PHP.
• Past working exposure with Zend Framework, Cake PHP, Laravel, Symfony OR any other MVC focused PHP web application framework that consists set of reusable PHP components/libraries.
• Good experience interacting with MySQL database systems through an abstraction layer in addition to the ability to write raw SQL statements.
• Basic knowledge with client-side scripting and familiarity with JavaScript libraries and frontend development approaches.

Key Responsibility Areas: 

• Codebase development & various frontend/backend feature enhancements for applications
• Managing development processes, version control, build/deployment release planner and other technical documentation/working notes
• Prioritize and proactively manage the work-task/tickets that come through any queue or roadblocks
• Proactively communicate issues or delays to the leads
• Understand and effectively communicate various status updates, progress and decisions with clienteles’ team
• Ongoing reporting on project activities and ensuring timely completion of projects/assignments

Candidates should have worked with Startups (IT Product Firms)

Should be from B2C Firms/Product/SaaS Firms

Key Skills: Python, Golang, Java, Distributed Systems, Cloud, Microservices Architecture, MVC, Design Patterns, Data Structure, Algorithms

Your Experience Across The Years in the Roles You’ve Played

• 6+ years of technology experience (at least 2 years in direct engineering management)
• Managing a 5-15 member engineering team in an agile product org
• Track record of collaborative working with multiple stakeholders
• Planning and analysis with effective communication skills

You’ll Be Improving & Responsible For

• Our products engineering team that works on initiatives fuelling the growth of our recent health retail insurance products
• Collaboration across cross-functional stakeholders to ensure delivery timelines are met
• Implementing product engineering best practices, and evangelizing them within the org
• Engineering management with a strong sense of ownership
• Problem solving with a clear and analytical approach and organized work habits
• Technological innovation in agile product engineering scenarios
• Product and business management principles and metrics