Processes owned by the role
Order-to-cash
Purchase order -> Sales order -> Production and delivery
tracking -> Invoice -> GRN -> Payment follow-up ->
Closure

Service-ticket-to-closure
Customer complaint -> Ticket creation -> Engineer
assignment -> Customer update -> Resolution -> SLA
closure -> Warranty and failure-data update

Key responsibilities
1. Sales order and delivery coordination
 Review customer purchase orders for product, quantity, price, taxes, payment terms, delivery location and
committed dates.
 Create sales orders in the company workflow, ERP, CRM or order-management application.
 Maintain an updated open-order tracker and follow each order from receipt through production, dispatch,
delivery and customer acknowledgement.
 Coordinate with production, planning, purchase, stores and logistics teams for timely execution.
 Identify orders at risk of delay, obtain a recovery plan and escalate before the customer commitment is
missed.
 Provide accurate and proactive order-status updates to customers and the sales team.
 Maintain dispatch details,



transporter information, e-way bills, delivery challans, proof of delivery and
related records.
2. Invoice and commercial-document coordination

Customer Operations Manager - Sales & Service | Hyderabad HQ Page 3
 Prepare or coordinate customer invoices against approved purchase orders and confirmed dispatches.
 Verify billing details, GST information, purchase-order references, product description, quantity, price, tax
and payment terms before issuance.
 Coordinate with accounts for approval and issuance of invoices and supporting documents.
 Upload or submit invoices on customer portals where required.
 Follow up for GRN creation, invoice acceptance and resolution of rejected or disputed invoices.
 Maintain purchase orders, sales orders, invoices, delivery documents, GRNs, debit notes, credit notes and
customer-specific commercial documentation.
3. Payment and receivables follow-up
 Maintain a cus

📌 Customer Operations Manager (Hyderabad)
🏢 Leanwatts
📍 Hyderabad