Role Overview

This role is primarily focused on data handling, report generation, and client coordination. The Customer Success Executive will work closely with client data, generate actionable reports, and ensure timely communication with clients to support smooth operations and effective use of Firmway’s platform.

Key Responsibilities

Data Management & Analysis
Collect, organize, and validate client financial and operational data
Perform basic data analysis to identify discrepancies, trends, and gaps
Ensure data accuracy and consistency within the system

Report Generation
Prepare daily/weekly/monthly reports, summaries, and dashboards
Generate client-specific MIS reports based on requirements
Highlight key insights, variances, and actionable points from data

Client Coordination
Connect with clients to share reports, updates, and required data inputs
Follow up on pending data, clarifications, and report validations
Ensure timely communication and closure of client requests

Accounting Support
Work on basic accounting data such as ledgers, reconciliation,



AP/AR reports
Assist in identifying mismatches and reporting them to clients
Align client data with system requirements

Process & Documentation
Maintain proper documentation of reports, client communication, and workflows
Ensure adherence to defined processes and timelines
Support in improving reporting formats and efficiency

Internal Coordination
Collaborate with internal teams for issue resolution and data requirements
Escalate discrepancies or delays proactively

Eligibility Criteria
Bachelor’s degree in Commerce (B.Com) or related field
Min 6 months of experience (freshers with solid accounting understanding can apply)

Required Skills:
Solid proficiency in MS Excel (formulas, sorting, filtering, basic analysis)
Basic understanding of accounting concepts (AP/AR, reconciliation, ledgers)
Valuable communication skills for client interaction
High attention to deta

📌 Backend Executive Mumbai
🏢 Firmway Services
📍 Mumbai