Customer Success Associate

1. Invoicing & Documentation

• Generate accurate Tax Invoices in 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 in Tally 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 & Qualifications

• Bachelors degree in Commerce / Business / Accounting preferred.
• Minimum 2–4 years experience in Customer Support / Accounts / Sales Coordination.
• Strong knowledge of Tally ERP and GST invoicing.
• Good understanding of taxation basics.
• Strong Excel skills (VLOOKUP, Pivot Tables, Basic Data Analysis).
• Excellent communication and follow-up skills.
• Detail-oriented and process-driven.
• Strong organizational and multitasking ability.

Key Performance Indicators (KPIs)

• Invoice accuracy rate
• Reduction in payment cycle days
• % Outstanding collection efficiency
• Customer response turnaround time
• Zero billing errors
• Monthly MIS reporting accuracy

Work Location: In person