Our client is a leading holistic wellness organization dedicated to transforming lives through evidence-based nutrition, lifestyle, and integrative health programs.

Key Responsibilities

- Manage lead creation, allocation, verification, and CRM updates.
- Coordinate client onboarding and PDMR completion for a seamless program journey.
- Handle CRM and IT support by raising and tracking system-related tickets.
- Process refunds, program transfers, and maintain accurate operational records.
- Track installment payments, invoices, and coordinate with Finance for timely resolution.
- Manage employee referral tracking and monthly payout coordination.
- Maintain operational trackers, support the Sales team, and identify process improvement opportunities.

Desired Candidate Profile

- Bachelor's degree in BBA ,B.com, Management, or a related field.




- 1-3 years of experience in Sales Operations, Customer Success, CRM Administration, Backend Operations, or Client Coordination.
- Hands-on experience with CRM tools (Zoho, Salesforce, HubSpot, or similar) and Microsoft Excel.
- Strong organizational skills with excellent attention to detail and accuracy.
- Effective communication and stakeholder coordination skills.
- Ability to multitask, prioritize work, and meet deadlines in a fast-paced workplace.
- Proactive, customer-focused, and process-oriented with a problem-solving mindset.
- Experience in handling payments, operational documentation, or client support will be an added advantage.

Contact Person: Tithi Sadhu [email protected]

📌 Customer Support Agent (Mumbai)
🏢 United HR Solutions
📍 Mumbai