Client Success & Operations Executive

Job Type: Full-Time

Location: Mumbai – Nahur West

Work Mode: Work from Office

Salary: ₹18,000 – ₹21,000 per month

Joining: Immediate

About the Role

We are looking for a reliable, organised and proactive Client Success & Operations Executive to support day-to-day client coordination and business operations.

The ideal candidate should be responsible, proactive, detail-oriented and comfortable managing multiple tasks independently.

Key Responsibilities

Client Coordination

- Schedule appointments and send questionnaires.
- Follow up for photographs, measurements and pending information.
- Maintain client files and track progress.
- Send reports, presentations and client documents.

Reports & Presentations

- Convert ideas/voice notes into polished documents.
- Format reports and PowerPoint presentations.
- Create recommendation sheets, plans and PDFs.
- Maintain templates and resource libraries.

Workshop Support

- Manage registrations, attendance and participant communication.
- Coordinate Zoom sessions and WhatsApp groups.
- Send materials, recordings, certificates and feedback forms.

Business Operations

- Maintain spreadsheets, trackers and digital files.
- Track enquiries, proposals and follow-ups.
- Update CRM/lead records.
- Support processes and SOPs.





Content Support

- Manage Canva files.
- Create simple carousels from ideas.
- Upload and schedule content.
- Organise content assets.

Requirements
- Valuable written and spoken English.
- Good knowledge of PowerPoint, Word and Excel/Google Sheets.
- Proficiency in Canva.
- Strong attention to detail.
- Good organisation and follow-up skills.
- Ability to manage multiple tasks.
- Professional communication skills.
- Responsible, dependable, proactive and willing to learn.

Experience
- Around 1 year of experience in coordination, client servicing, administration, operations or a similar role is preferred.
- Candidates returning to work after a career break/sabbatical are also welcome.
- Experience in operations, client servicing, coordination, training, consulting or working closely with a founder will be an advantage.

What You Can Expect
- Direct exposure to client management and business operations.
- Opportunity to work across consulting, training, workshops, content and operations.
- Scope to take on greater responsibilities based on performance and ownership.

Interested candidates can apply with their updated resume. Pay: ₹18,000.00 - ₹21,000.00 per month

Work Location: In person

📌 Client Success & Operations Executive (Mulund West)
🏢 DirectUsHr Services
📍 Mulund West