We are looking for a Customer Success & Operations Trainee who can support customer communication, project coordination, onboarding, follow-ups, payment reminders, and basic reporting. This role is suitable for candidates who want to learn business operations, customer handling, SaaS/product support, and service delivery coordination.

Responsibilities

Customer Success

- Welcome and onboard new customers.
- Explain basic process, product, service, or project flow to customers.
- Follow up with customers for required details, documents, approvals, and feedback.
- Maintain regular communication with customers through phone, WhatsApp, and email.
- Collect customer feedback and share it with the internal team.
- Help customers understand how to use the product or service.

Operations Coordination

- Coordinate with internal team members for project/task updates.
- Track work progress and update status in sheets, CRM, or project management tools.
- Ensure customer requirements are properly documented.
- Follow up with internal teams to complete tasks on time.
- Maintain customer-wise project and activity records.

Payment Follow-up

- Share payment reminders with customers professionally.
- Follow up on pending payments, renewal payments, AMC, hosting, subscription, or service payments.
- Update payment status in tracking sheets or CRM.
- Coordinate with accounts/admin team for invoices and receipts.




- Ensure payment communication is polite and relationship-friendly.

Reporting

- Prepare daily/weekly updates on customers, projects, pending items, and payments.
- Maintain customer database and follow-up records.
- Escalate delayed tasks, customer issues, or payment delays to the manager.

Requirements

Skills Required

- Valuable communication skills in English and Kannada/Hindi.
- Basic computer knowledge.
- Ability to use Google Sheets, Gmail, WhatsApp, and CRM/project tools.
- Good follow-up discipline.
- Polite and professional customer handling.
- Willingness to learn business operations and customer success.

Preferred Skills

- Basic understanding of websites, software, SaaS, digital marketing, or IT services.
- Prior internship or telecalling/customer support experience is an advantage.
- Ability to write easy emails and messages.

Candidate Profile

- Freshers, interns, or trainees can apply.
- Suitable for BBA, B.Com, MBA, BBM, or any graduate.
- Must be organized, responsible, and comfortable speaking with customers.

Learning Opportunities

- Customer relationship management, SaaS onboarding, project coordination, and client communication.

Disclaimer: This job posting & Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Customer Success & Operations Trainee (Bengaluru)
🏢 GullySystem
📍 Bengaluru