Customer Transaction & Operations Executive
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Job Summary
Nexivo Consulting Pvt. Ltd. (Zoho Premium Partner)
Customer Success & Operations Executive
We are looking for a proactive and detail-oriented Customer Success & Operations Executive to support customer success sales operations and post-sales activities. The ideal candidate should have 12 years of experience in the IT industry excellent communication skills and a customer-first mindset.
The role involves managing customer onboarding invoicing payment follow-ups subscription renewals coordinating with internal teams maintaining CRM records and ensuring a seamless customer experience throughout the customer lifecycle.
- Generate and share invoices with customers.
- Follow up with customers for payment confirmations and outstanding dues.
- Own and manage customer subscription and service renewals ensuring timely renewal of contracts.
- Coordinate with Sales Finance Delivery and Customer Success teams for smooth customer operations.
- Maintain accurate customer records in ERP/CRM systems (Zoho preferred).
- Track customer renewals invoices payments and prepare operational reports.
- Handle customer operational queries and ensure timely resolution.
- Assist in customer onboarding documentation and process coordination.
- Support the sales team with post-sales operational activities.
- Build strong relationships with customers to ensure a positive customer experience and improve retention.
Required Skills:
BBA or MBA graduate. 12 years of experience in the IT industry in customer operations finance support billing or a similar role. Excellent verbal and written communication skills. Strong coordination and organizational skills. Good knowledge of MS Excel and ERP/CRM tools (Zoho experience is an added advantage). Ability to manage multiple tasks while maintaining accuracy.
Required Education:
BBA or MBA graduate.
