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 receivabl

📌 Customer Operations Manager (Hyderabad)
🏢 Leanwatts
📍 Hyderabad