Customer Success - Post Sales

Designation: Senior Coordinator, Sales Operation
Location: BKC, Mumbai

Payroll: Partners Payroll

Key Responsibilities
• Act as the primary point of contact for assigned customers and drive utilization rate for each contract by working closely with respective sales team member
• Identification of cross selling and upselling opportunities in each account
• Monthly sharing of mis/utilization statement with the clients
• Respond to client queries and issues efficiently within defined TAT via email or calls and
troubleshoot problems effectively
• Guide new clients through the onboarding process, ensuring smooth setup and a positive experience
• Build and maintain strong, long-term relationship to drive customer satisfaction and retention
• Understand D&B product suites in order to pitch relevant reports as per customer requirement
• Creating complete structure of hierarchy for all existing accounts pertinent to D&B business
• To oversee the accounts receivable process, including invoice generation, tracking payments, and rigorously following up with customers on outstanding balances.
• Review and process invoices in alignment with internal policies and maintain accurate records of billing information and payments received.
• Maintain up to date records of client interactions, account statuses and transaction histories.
• Collaborate with internal teams such as finance and product to ensure customer success

Key Requirements
• Graduate with a minimum experience of 4+ years
• Proficiency in Excel

Primary External Interactions
Decision makers (CXOs) at MNCs, Corporates and Suppliers / MSMEs
Primary Internal Interactions
Sales Team, Legal, Finance/Accounts, BAC team

Competencies
• Strong interpersonal and Presentation skills
• Excellent influencing and negotiation skills
• Good business acumen and sound market knowledge
• Initiative, drive and enthusiasm
• Good planning and organizational skills
• The ability to work calmly under pressure
• Strong relationship building & management skills