Customer Success Executive – Data & Client Operations

About the job

We are looking for a Customer Success Executive – Data & Client Operations to support client engagement, MIS reporting, data management, and operational coordination. This role will work closely with internal operations teams and client stakeholders to ensure accurate reporting, smooth data flow, timely escalations, and effective payroll coordination. Key Responsibilities Data & MIS Management • Manage and maintain operational data across Excel, Google Sheets, and internal systems. • Perform data validation, cleanup, reconciliation, and consistency checks. • Prepare daily, weekly, and monthly MIS reports for internal teams and clients. • Track KPIs, SLAs, commitments vs fulfilment, and highlight deviations proactively. Client & Stakeholder Coordination • Act as a point of contact for assigned clients for data sharing, reporting, and updates. • Understand client requirements and ensure accurate and timely data delivery. • Support client calls, reviews, and status updates, including action-item tracking. Escalation Handling • Identify data mismatches, reporting gaps, and operational issues early. • Coordinate with internal teams to resolve escalations within defined timelines. • Maintain escalation logs and share closure updates with stakeholders. Payroll & Compliance Support • Support payroll data preparation, validation, and reconciliation. • Ensure accuracy of attendance, payouts, and billing-related data. • Coordinate with finance and operations teams to resolve payroll discrepancies. Process & Documentation • Assist in documenting SOPs, workflows, and client-specific processes. • Support continuous process improvements and reporting automation initiatives.

Requirements

• Data Management
• MIS Reporting
• Client Support
• Communication Skills
• Attention to Detail

Qualifications

• Graduate in any discipline
• Preferred: BBA, B.Com, B.Sc, BCA, or equivalent

Preferred Technologies

• Data Management
• MIS Reporting
• Client Support
• Communication Skills
• Attention to Detail