ABOUT NAV

NAV Fund Services is a global fund administrator established in 1991, serving over 2,750+ clients across five continents. With a team of 3,300+ professionals and an industry-leading 99% client retention rate, NAV has built a reputation for consistency, innovation, and long-term partnerships. As part of NAV Fund Services Group, we leverage cutting-edge technology and a performance-driven culture to deliver exceptional value to our clients in hedge funds, private equity, venture capital, and other alternative investment sectors.

About the Role

We are looking for a proactive, client-focused skilled to join our growing team as a Client Success & Sales Operations Specialist.

This is a hybrid role combining sales operations support with end-to-end client onboarding and relationship management. You will work closely with our sales managers, supporting client engagements from initial discussions through contract execution, proof of concept (POC), implementation, and successful launch.

The ideal candidate brings a strong understanding of the financial services or fund administration industry, excellent communication skills, and the ability to independently manage client interactions and coordinate with internal teams.

Unlike a traditional sales operations role, this position is not focused on supporting sales cycle. Instead, the emphasis is on ensuring a seamless client experience, maintaining continuity throughout the sales and onboarding journey, and enabling sales managers to focus on new business opportunities.

Key Responsibilities

1. Client Relationship Management & Customer Success

- Participate in client calls from the initial stages of the sales process to develop an understanding of client requirements and establish relationships.
- Serve as the primary point of contact for clients following contract execution, managing their journey through POC, onboarding, implementation, and launch.
- Independently handle client queries, provide product-related information,



and coordinate with internal teams to resolve complex questions.
- Proactively track client requirements, implementation progress, and outstanding action items to ensure a smooth customer experience.
- Build strong relationships with client stakeholders, ensuring timely communication and effective issue resolution.
- Facilitate a structured handover to the long-term account management team once clients are successfully onboarded and stabilized.

2. Sales Operations & Deal Support

- Work closely with assigned sales managers to support ongoing sales opportunities and client engagements.
- Prepare and coordinate client proposals, presentations, commercial documents, and other sales-related materials using established templates.
- Maintain accurate CRM records, including client interactions, opportunity stages, follow-ups, and key action items.
- Coordinate client meetings, track discussions, and ensure timely follow-ups on outstanding requirements.
- Support the sales process by coordinating with relevant internal stakeholders to address client queries and documentation requirements.
- Ensure a seamless transition from the sales process to implementation without losing relationship continuity.

3. Cross-Functional Coordination & Implementation Support

- Work closely with product, technology, operations, and implementation teams to facilitate successful client onboarding.
- Develop a strong working knowledge of the company's products, services, and relevant industry workflows.
- Translate client requirements into clear action items for internal teams and communicate progress effectively to clients.
- Maintain detailed documentation of client discussions,



product requirements, implementation milestones, and outstanding issues.
- Identify and proactively escalate risks, delays, or challenges that could impact client onboarding or satisfaction.

Required Qualifications & Skills

- Prior experience in customer success, client servicing, relationship management, implementation, or a similar client-facing role within financial services.
- Strong preference for candidates with experience in fund administration, asset management servicing, or related financial services operations.
- Good understanding of fund administration workflows, client requirements, and the broader financial services ecosystem.
- Excellent verbal and written communication skills, with the confidence to interact directly with senior client stakeholders.
- Ability to understand product functionality, explain solutions clearly, and independently address client questions.
- Strong organizational skills, attention to detail, and the ability to manage multiple client engagements simultaneously.
- Ability to coordinate effectively across sales, product, technology, and operations teams.
- Proactive problem-solving mindset with a strong sense of ownership and accountability.
- Comfortable working in an evening/night shift aligned with US business hours.

Preferred Qualifications

- Experience working with fund administrators or financial institutions.
- Experience managing client onboarding, implementation, POCs, or post-sales transitions.
- Familiarity with CRM platforms and standard sales operations processes.
- Prior experience supporting US-based clients or working with geographically distributed teams.
- Experience in technology-enabled financial services or enterprise software environments.

Working Hours This role requires alignment with US business hours.

- Preferred shift: 7:00 PM – 4:00 AM IST
- Flexible alternatives: Starting as early as 5:00 PM IST, depending on business requirements.

📌 Customer Success & Sales Operations Specialist (Jaipur)
🏢 NAV India
📍 Jaipur