Customer Success Associate

About the Role

1. Invoicing & Documentation Generate accurateTax Invoicesin compliance with GST regulations. Prepare Proforma Invoices, Delivery Challans, Credit/Debit Notes. Ensure all billing documents are processed within defined timelines. Maintain proper digital and physical documentation records. 2.

ERP Management (Tally) Create and update customer masters inTally ERP MANDATORY. Record sales entries, receipts, credit notes, and adjustments. Reconcile ledger accounts and identify discrepancies. Maintain updated customer outstanding reports. 3.

Customer Coordination & Follow-Up Act as the primary point of contact for customer queries related to billing, dispatch, and documentation. Follow up with customers on order confirmations and documentation approvals. Coordinate with logistics team for dispatch status updates. Ensure smooth communication between internal teams and customers. 4.

Payment Follow-Up & Receivables Management Track customer outstanding payments. Conduct regular payment follow-ups via calls and emails. Maintain aging analysis report. Escalate delayed payments to management when required. Support in improving overall cash flow cycle. 5. Data Analysis & Reporting Prepare weekly/monthly sales and collection reports.

Analyze customer purchase trends. Track payment cycle days (DSO). Support management with MIS reports. Identify gaps in billing, collections, and customer servicing. Additional

Responsibilities

• Support sales team with order processing and dispatch coordination.
• Maintain CRM / customer database accuracy.
• Monitor order-to-cash cycle efficiency.
• Assist in audit-related documentation.
• Support in price revisions and update system rates accordingly.
• Maintain customer satisfaction and retention through proactive service.
• Identify opportunities to upsell or cross-sell during customer interactions.
• Ensure compliance with company SOPs and internal controls.
• Maintain confidentiality of financial and customer data.
• Required Skills &

Requirements

Graduate - Any - Customer Care Service - Age: 24-45 ## Skills - Customer Relations - Customer inquiries - Customer Consultations ##

Qualifications

Bachelors ##

How to Apply

Apply on NCS: | Email: 8697@apna.co | Phone: 9632043422