Client Success & Operations Executive

Company: Confidential Client
Location: Nahur West, Mulund, Mumbai, Maharashtra
Salary: ₹18,000 – ₹25,000 per month
Experience: Around 1 year preferred
Job Type: Full-Time | Work from Office
Working Days: Monday to Saturday
Working Hours: 9:30 AM – 6:00 PM
Joining: Immediate Joiners Preferred

We are looking for an organised, proactive, and detail-oriented Client Success & Operations Executive to manage day-to-day operations for a growing consulting, coaching, and corporate training business.

The selected candidate will work directly with the Founder and handle client coordination, documentation, workshop support, business operations, and basic content management.

Key Responsibilities

Client Coordination

- Schedule client appointments and manage follow-ups.
- Coordinate with clients for questionnaires, photographs, measurements, and pending information.
- Maintain client files and track client progress.
- Share reports, presentations, and other client documents.

Documentation & Presentations

- Convert ideas and voice notes into well-structured documents.
- Prepare and format reports, PowerPoint presentations, and PDFs.
- Create recommendation sheets and planning documents.




- Maintain templates and digital resource libraries.

Workshop & Business Operations

- Manage workshop registrations, attendance, and participant communication.
- Coordinate Zoom sessions and WhatsApp groups.
- Maintain spreadsheets, trackers, CRM records, enquiries, and follow-ups.
- Support process improvement and the development of SOPs.
- Ensure operational activities are completed within deadlines.

Content & Canva Support

- Create simple social media carousels using Canva.
- Organise Canva files and digital content assets.
- Assist with uploading and scheduling social media content.

Required Skills

- Strong written and spoken English.
- Working knowledge of MS Word, PowerPoint, Excel, or Google Sheets.
- Good proficiency in Canva.
- Solid organisation, coordination, and follow-up skills.
- Excellent attention to detail and documentation abilities.
- Ability to multitask and work independently with minimal supervision.
- Qualified communication and client-handling skills.

Candidate Profile

- Graduate or relevant educational qualification.
- Around 1 year of experience i

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Client Sucess & Operation Executive (Mulund West)
🏢 DirectUsHr Services
📍 Mulund West