We are looking for a proactive and organized Business Operations Associate to support client communication, prospect follow-ups, team coordination, documentation, proposals, research, and day-to-day business operations.

The role requires strong communication, follow-up, documentation, and coordination skills, with the ability to work across multiple teams and ensure tasks are completed on time.

Key Responsibilities

1. Client Communication & Coordination
- Communicate with clients through email, chat, calls, and meetings.
- Schedule meetings, document action items, and follow up on client requirements, feedback, approvals, and pending information.
- Coordinate with internal teams and provide timely progress updates to clients.

2. Prospect Communication & Follow-Ups
- Communicate with prospects through email, LinkedIn, WhatsApp, and other approved channels.
- Research prospects, send follow-ups, schedule discovery calls, and maintain chance status.
- Coordinate qualified prospects with management or the sales team.

3. Task Tracking & Follow-Up
- Track ongoing, pending,



and completed tasks across teams.
- Follow up with responsible team members and highlight delays, blockers, or dependencies.
- Maintain task trackers and prepare work-status updates when required.

4. General Operational Support
- Support management with day-to-day operational and coordination activities.
- Maintain organized records of clients, projects, proposals, prospects, and internal documents.
- Help improve repetitive processes through templates, AI tools, and automation.

5. Team Coordination
- Coordinate with the digital marketing team on tasks, deadlines, content, reports, and client requirements.
- Track marketing activities and follow up for timely completion.
- Communicate important updates, delays, or dependencies to management and relevant teams.

6. Documentation
- Prepare and maintain requirement documents, meeting notes, SOPs, process documents, reports, and feature document

📌 Client & Business Operations Associate (Kolkata)
🏢 SourceDesk
📍 Kolkata