(JD)

Operations Executive – B2B

Department: B2B

Full-Time

Company: Perpex Insights LLP

1. Job Title

Operations Executive – B2B

Department: B2B Operations

Reporting To: B2B Manager / Senior Manager

Location: calicut

Employment Type: Full-Time
1. Job Purpose

The Operations Executive – B2B will be responsible for coordinating, executing, and monitoring day-to-day B2B operations to ensure smooth project delivery, effective client communication, timely task completion, and operational efficiency. The role involves coordinating between internal departments, supporting client implementations, maintaining documentation, tracking project progress, and ensuring that business processes are executed according to defined systems and standards.
1. Key Responsibilities

A. B2B Client Coordination
- Coordinate with clients to understand operational requirements and ongoing project updates.
- Maintain regular communication with clients and internal teams.
- Schedule client meetings, review sessions, training sessions, and follow-ups.
- Track client requirements, approvals, pending tasks, and commitments.
- Ensure timely communication of updates, challenges, and project progress.

B. Project Execution & Implementation
- Support the execution of gap analysis, system-building, and implementation projects.
- Coordinate with internal teams to ensure timely completion of assigned deliverables.
- Monitor implementation progress against agreed timelines.
- Identify delays, operational challenges, and pending approvals.
- Escalate critical issues to the reporting manager with relevant details and suggested solutions.

C. Documentation & Process Management




- Maintain accurate client-wise documentation and project records.
- Ensure all project deliverables, reports, SOPs, and implementation updates are properly recorded.
- Track documentation status, approvals, and pending requirements.
- Follow established operational systems and assist in improving processes when required.
- Ensure proper handover and continuity of project-related information.

D. Internal Team Coordination
- Coordinate with Sales, HR, Training, and Consulting teams based on project requirements.
- Ensure clarity of responsibilities, deadlines, and deliverables.
- Follow up with team members regarding assigned tasks.
- Support smooth collaboration between internal teams and clients.
- Participate in internal review meetings and provide operational updates.

F. Reporting & Monitoring
- Prepare daily, weekly, and monthly operational reports.
- Track project completion, pending tasks, client responses, and team commitments.
- Maintain updated trackers for client projects and internal activities.
- Identify gaps in execution and communicate them to the reporting manager.
- Support data-based decision-making through accurate and timely reporting.

1. Key Performance Indicators (KPIs)

The performance of the Operations Executive will be evaluated based on:
1. Timely completion of assigned operational tasks.
2.



Accuracy and consistency of documentation and reporting.
3. Client coordination and follow-up effectiveness.
4. Project implementation progress and deadline adherence.
5. Timely escalation and resolution tracking of operational issues.
6. Internal team coordination and communication.
7. Accuracy of client and project trackers.
8. Compliance with defined operational systems and processes.
9. Quality and timeliness of daily, weekly, and monthly reports.
10. Contribution to improved operational efficiency and client satisfaction.
11. Required Skills & Competencies

* Strong communication and interpersonal skills.
- Positive coordination and follow-up abilities.
- Excellent organisational and time-management skills.
- Proficiency in Microsoft Excel, Google Sheets, and documentation tools.
- Ability to manage multiple projects and priorities.
- Problem-solving and analytical thinking.
- Attention to detail and accountability.
- Ability to work collaboratively with cross-functional teams.
- Professional client-handling skills.
- Willingness to learn business consulting and operational systems.

1. Educational Qualification & Experience

Qualification:
- Bachelor's degree in Business Administration, Management, Commerce, or a related field.

Experience:
- 1–3 years of experience in operations, client coordination, project coordination, business development support, or a related role is preferred.
- Freshers with strong communication, coordination, and organisational skills may also be considered.

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits

- Paid sick time
- Paid time off

Work Location: In person

📌 Operation Executive (Kozhikode)
🏢 Perpex Insights
📍 Kozhikode