Job Title: Customer Success Specialist

1. Job Purpose

To manage end-to-end sales coordination, customer relationship management, commercial documentation and business development activities. The role will serve as a critical link between customers, sales, accounts, logistics and internal operations, ensuring seamless order execution, timely payments and consistent business growth.

The candidate will also be responsible for identifying new business opportunities, conducting market research, meeting prospective customers and developing long-term customer relationships.

2. Key ResponsibilitiesA. Sales Coordination & Order Management

- Receive, review and process customer Purchase Orders (POs).
- Verify pricing, quantities, product specifications, delivery schedules and payment terms before order processing.
- Coordinate with internal teams for order confirmation and material availability.
- Ensure timely order execution and maintain accurate sales records.
- Track pending orders and proactively communicate order status to customers.
- Maintain customer-wise sales records and order history.

B. Commercial Documentation & Invoicing

- Generate and issue GST tax invoices accurately and on time.
- Prepare and process customer Purchase Orders and Sales Orders in the ERP system.
- Generate E-way Bills and ensure compliance with applicable GST requirements.
- Coordinate preparation of delivery challans, packing lists and other dispatch-related documents.
- Verify invoice details, GST information, HSN codes, quantities and applicable tax rates.
- Maintain proper documentation of invoices, POs, dispatch records and customer transactions.

C. Payment Follow-up & Receivables Management

- Regularly follow up with customers for outstanding payments.
- Monitor customer-wise receivables and ageing reports.
- Ensure collections are received within agreed credit periods.
- Coordinate with the accounts team for payment reconciliation and outstanding confirmations.
- Escalate overdue payments and potential credit risks to management.
- Maintain a structured payment follow-up tracker.

D. Logistics & Dispatch Coordination

- Coordinate with transporters and logistics partners for timely material dispatch.
- Follow up on shipment status and delivery schedules.
- Track material movement and ensure timely delivery to customers.




- Resolve transportation delays and delivery-related issues.
- Coordinate with warehouse and production teams for dispatch planning.
- Obtain proof of delivery (POD) and maintain dispatch documentation.

E. Market Research & Business Intelligence

- Conduct regular market research to understand industry trends and customer requirements.
- Identify potential customers, emerging applications and untapped market opportunities.
- Track competitor activities, pricing trends and product developments.
- Gather market intelligence and provide actionable insights to management.
- Maintain an updated database of existing and prospective customers.
- Identify opportunities for increasing product penetration within existing accounts.

F. New Business Development & Customer Meetings

- Identify and approach prospective customers across assigned market segments.
- Generate new business leads through direct outreach, references and market visits.
- Schedule and conduct customer meetings to understand application requirements.
- Present company products and solutions to prospective customers.
- Follow up on enquiries, quotations, samples and commercial negotiations.
- Develop new customer accounts and convert opportunities into confirmed business.
- Maintain regular interaction with existing customers to identify additional business opportunities.
- Travel within the assigned territory for customer visits and business development activities.

G. MIS & Management Reporting

- Prepare daily, weekly and monthly sales reports.
- Maintain enquiry, quotation, order and collection trackers.
- Report new business opportunities and customer meeting outcomes.
- Track sales performance against assigned targets.
- Provide regular updates on market developments, competition and customer feedback.
- Maintain accurate customer and sales databases.

3. Key Performance Indicators (KPIs)

Performance will be evaluated based on the following:





- Timely and accurate processing of customer orders.
- Accuracy and timely generation of GST invoices and E-way Bills.
- Achievement of payment collection targets and reduction in overdue receivables.
- Timely coordination and execution of customer deliveries.
- Number of new customer leads generated.
- Number of customer meetings conducted per month.
- Conversion of enquiries into confirmed orders.
- Recent customer acquisition and revenue generated.
- Quality and frequency of market intelligence reports.
- Customer satisfaction and responsiveness.

4. Required Skills & Competencies

- Strong communication and interpersonal skills.
- Good commercial understanding and sales coordination capabilities.
- Knowledge of GST invoicing, E-way Bills and basic taxation documentation.
- Experience in handling customer POs, sales orders and dispatch documentation.
- Understanding of logistics and transportation coordination.
- Ability to conduct market research and identify business opportunities.
- Strong negotiation, follow-up and relationship management skills.
- Proficiency in MS Excel, Word and ERP/accounting software.
- Good analytical, reporting and problem-solving abilities.
- Willingness to travel and meet customers regularly.
- Self-driven, disciplined and target-oriented approach.

5. Educational Qualification & Experience

- Graduate in Commerce, Business Administration, Marketing or a related discipline.
- 2–5 years of experience in inside sales, sales coordination or business development.
- Experience in B2B manufacturing, industrial products, packaging or distribution will be an advantage.
- Working knowledge of GST invoicing, E-way Bills and ERP systems is preferred.

6. Expected Outcome

The individual is expected to independently manage the complete sales coordination cycle, from receiving customer enquiries and processing orders to invoicing, dispatch coordination and payment collection.

In addition, the individual must actively contribute to business expansion by generating new leads, meeting customers, understanding market requirements and converting opportunities into profitable business.

Pay: ₹350,000.00 - ₹450,000.00 per year

Work Location: Hybrid remote in JP Nagar, Bengaluru, Karnataka

📌 Customer Success Specialist (India)
🏢 Maverick Technopack
📍 India