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 opportunity 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 documentation.
- Record important client discussions, decisions, approvals, changes, and action items.
- Keep documentation accurate, organized, and updated.

7. Proposal Creation & Business Support

- Prepare professional proposals based on client requirements and project discussions.
- Coordinate with technical, design, marketing, and other teams to collect scope, features, and timelines.
- Review proposals for accuracy, completeness, and professional presentation.

8. Research Using AI Tools

- Use ChatGPT and other tools to research industries, competitors, technologies, prospects, business ideas, and market trends.
- Prepare structured research summaries for management and internal teams.
- Verify important AI-generated information before using it in official documents or communication.

Required Skills

- Bachelors degree in Mass Communication, English, Business Administration, Management, IT, Computer Science, MCA, Digital Marketing,



or a related field.
- Freshers or candidates with 0- 2 years of relevant experience may apply.
- Strong written and verbal communication skills.
- Good coordination, organization, follow-up, and task-management skills.
- Ability to manage multiple responsibilities and deadlines.
- Good knowledge of Microsoft Office or Google Workspace.
- Comfortable using ChatGPT and other AI tools.
- Basic understanding of websites, software projects, digital marketing, and business processes.
- Ability to prepare professional documentation, presentations, and proposals.
- Basic familiarity with tools such as Figma, Canva, Balsamiq, CRM, or project-management platforms.
- Strong attention to detail and willingness to learn.

Preferred Skills

- Candidates with exposure to IT, software, SaaS, digital marketing, client servicing, business operations, or business development will be preferred.
- Candidates with strong communication, presentation, and coordination skills will have an advantage.

What We Offer

- 5-day work week.
- Professional and collaborative work environment.
- Exposure to international clients and diverse business operations.
- Prospect to work closely with management and cross-functional teams.
- Hands-on experience in client coordination, business operations, digital marketing, and technology projects.
- Opportunities for learning, professional growth, and career advancement.
- Competitive compensation and performance-based growth opportunities.

Freshers with strong communication, organizational, research, and technology skills are preferred.

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