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.

2. 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.

4. 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*.

5. 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.

6. 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.

7. 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.

* Positive 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, good 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)
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