About the Role

We are looking for a Business Operations Executive who can manage the day-to-day operational workflow of the organisation and ensure that work moves smoothly from lead generation to client onboarding, execution, follow-up, completion, and payment collection.

The candidate will be responsible for managing ClickUp / CRM / MIS, coordinating with clients and internal team members, maintaining proper records, preparing regular reports, handling routine client communication, and ensuring timely follow-up on all pending activities.

This is a hands-on operations rolerequiring strong organisational skills, communication, follow-up ability, and ownership of assigned work.

Key Responsibilities

1. CRM / ClickUp / MIS Management

* Manage and regularly update ClickUp, CRM, MIS, or similar workflow management systems.
- Enter and maintain complete records of leads, clients, assignments, documents, tasks, deadlines, and payments.
- Create and assign tasks and track their status until completion.
- Ensure every client/case has a clearly defined status, next action, responsible person, and deadline.
- Maintain accurate and updated client and lead databases.
- Ensure that no task, lead, client requirement, or follow-up is missed.

1. End-to-End Operations & Workflow Management

Manage and track the workflow from: Lead Generation → Lead Entry → Client Contact → Requirement Collection → Quotation → Client Confirmation → Task Assignment → Internal Coordination → Work Progress → Client Follow-Up → Completion → Invoice/Payment Follow-Up → Closure

- Track each lead and client assignment from beginning to completion.
- Follow up with internal team members regarding pending tasks.
- Monitor deadlines and identify delayed or overdue work.
- Escalate important delays or issues to management.
- Ensure the next action is always clearly recorded in the system.

3. Client Coordination & Calling

* Coordinate with clients through phone calls, WhatsApp, email, and other communication channels.

- Make timely calls to clients whenever required.
- Follow up for documents, information, approvals, confirmations, payments, and other pending requirements.
- Provide routine status updates to clients.
- Maintain proper records of client conversations and follow-up actions.
- Follow up with prospective clients and leads as directed.
- Schedule and track future follow-ups.

1. Quotation & Basic Client Documentation





The candidate should be capable of preparing and maintaining basic client-facing documents, including:
- Quotations
- Proposals
- Engagement/requirement letters
- Basic invoices or payment-related documents
- Client information sheets
- Service details and scope documents
- Follow-up messages and emails
- Other routine documents required for client coordination The candidate should ensure that documents are properly formatted, accurate, and shared with clients on time.

1. MIS & Report Preparation

The candidate should be able to prepare regular reports and MIS for management.

Reports may include

- Daily/weekly task status
- Lead generation and lead follow-up report
- Lead conversion report
- Client-wise pending work
- Task ageing report
- Pending document report
- Follow-up report
- Payment outstanding and payment follow-up report
- Completed assignments
- Team-wise task status
- Delayed/overdue task report
- Other management reports as required The candidate should be comfortable working with Excel / Google Sheets / ClickUp / CRM to generate and maintain these reports.

1. Payment Follow-Up

* Maintain records of client invoices and outstanding payments.
- Follow up with clients for pending payments.
- Make calls and send messages wherever required.
- Record payment commitments and expected payment dates.
- Update payment status in the CRM/MIS.
- Coordinate with the accounts team for payment confirmation.

1. Internal Team Coordination

* Coordinate with accountants, consultants, project-report teams, and other employees.
- Follow up with team members for pending work.
- Ensure client requirements are communicated correctly to the concerned person.
- Track completion of assigned tasks.
- Ensure work is delivered within the committed timeline.

Candidate Profile

* Graduate in B.Com, BBA, or any relevant discipline.

- 1–4 years of experience in business operations, CRM, client coordination, MIS, back-office operations, or similar roles.
- Basic knowledge of ClickUp, CRM, Excel, Google Sheets, or other workflow-management tools.




- Good communication skills in Hindi and English.
- Comfortable making regular client calls and follow-ups.
- Good drafting and documentation skills.
- Able to prepare basic quotations, reports, MIS, and client communications.
- Strong organisational and follow-up skills.
- Ability to manage multiple clients and tasks simultaneously.
- Good attention to detail.
- Proactive and responsible approach towards assigned work.

What We Are Looking For

We are not looking for a person who only performs data entry. We need someone who can take ownership of operations and ensure that work keeps moving.

The candidate should be able to independently think:

- What is pending?
- Who is responsible?
- What is the deadline?
- Has the client provided the required documents?
- Does the client need to be called?
- Has the internal team completed the task?
- Has the quotation been prepared and shared?
- Is payment pending?
- What report needs to be prepared?
- What is the next action?

The person should be proactive, organised, good at follow-ups, comfortable with calling, and capable of maintaining a disciplined operational system.

Key Performance Indicators (KPIs)

Performance will be evaluated based on:

- Timely updating of ClickUp/CRM/MIS.
- Timely completion and tracking of tasks.
- Reduction in overdue and pending tasks.
- Timely client follow-ups.
- Lead follow-up and conversion support.
- Timely payment follow-up.
- Accuracy of MIS and reports.
- Timely preparation and sharing of quotations/documents.
- Quality of client coordination.
- Reduction in missed follow-ups and pending client requirements.
- Overall effectiveness in maintaining the end-to-end workflow.

Ideal Candidate

The ideal candidate is someone who is organised, proactive, comfortable with technology, valuable at communication and calling, and naturally strong at follow-up. The person should be able to work as the operational bridge between management, clients, leads, and the internal team, ensuring that every important activity is properly recorded, followed up, and completed on time.

Interested candidates may share their updated CV mentioning their experience in business operations, CRM/MIS, ClickUp, client coordination, report preparation, and calling/follow-up work.

Email id - [email protected]

Pay: ₹10,827.63 - ₹15,000.00 per month

Benefits

- Cell phone reimbursement

Work Location: In person

📌 Job Description – Business Operations Executive (Noida)
🏢 My Legal Tax
📍 Noida