Client Success

Job Title: Client Success & Operations Coordinator

Location: Noida/Remote

Shift Timings: EST (6PM-3AM IST)

Profile Summary:

We are looking to hire Client Success & Operations Coordinator with a strong track record in CRM management (HubSpot, SharePoint), client operations, and cross-functional coordination. Skilled in handling lead tracking, contract processes (DocuSign), client engagement (QARs, AARs, NPS/CSAT), and maintaining marketing assets such as case studies, testimonials, and collateral. Adept at ensuring data integrity, supporting internal communications, and driving operational efficiency across sales and client success functions.

Key Responsibilities:

1. Sales & CRM Support

• Track and manage customer and referral partner leads, process commissions.
• Prepare initial drafts of RFP responses (under guidance).
• Maintain CRM: update deals, contacts, milestones, contracts, dashboards, and client tags.
• Support DocuSign processes for NDAs, MSAs, SOWs, and PSAs.
• Handle Direct Sourcing (DS) leads and follow up on payments.
• Create and manage SharePoint client folder templates.

2. Account Management & Client Operations

• Maintain and audit HubSpot contact records.
• Schedule and manage QAR/AAR meetings; coordinate internally and send reminders.
• Prepare for QARs by collecting PM inputs and updating CRM/BloomGrowth with key outcomes.
• Maintain clean MOMs from meetings (via ).
• Track and follow up on NPS/CSAT surveys and report completion rates.
• Support client gifting logistics (DOBs, addresses, office/remote status).
• Monitor hours for maintenance projects and assist with timesheet collection.
• Notify clients of India holidays.

3. Marketing & Communication Support

• Manage and map reviews, testimonials, and case studies to relevant services.
• Track opportunities for new client reviews and testimonials.
• Assist in creating and updating case studies (initiate during QARs; use AI for contract checks).
• Maintain accurate and approved logos by industry for web and presentations.
• Clean and update HubSpot and ensure clients are subscribed to newsletters.
• Maintain and update sales collateral, master company deck, and KPI dashboards.

ABOUT ISHIR

ISHIR is a digital innovation and enterprise AI services provider. We work with startups and enterprises to shape the future through accelerated innovation, deep technical expertise, access to global digital talent and a passion for complex problem-solving. With our help, our clients overcome their most difficult digital challenges leveraging AI.

We are not just consultants, we are partners in our clients' success, assisting them with re(gaining) competitive edge by identifying opportunities for differentiation, industry disruption, scalable innovation, and go-to-market strategies that deliver successful outcomes.

At ISHIR, we help bold businesses accelerate innovation through Talent, Speed-to-Market, and AI. We help make an impact by solving real problems using innovation, improved customer experiences and the right technologies.

As an ISHIR employee, you will get the advanced training you need to be successful, and the opportunity to apply it. You must be passionate about technology, crave responsibility, and be eager to apply your knowledge to real business solutions for our startup and enterprise customers. These are the qualities of a person destined for success at ISHIR.

ISHIR attracts a special type of individual—someone who is proactive, thrives on challenges, feeds off success, and looks at moving targets not as obstacles but as opportunities. ISHIR is an exciting place to work. It is imbued with an entrepreneurial spirit and promotes self-reliance, open communication, and collaboration.