Customer Success & Operations Associate - Night shift

Assistly | Senior Care Software · India

Key Responsibilities:

Customer Success & Onboarding

• Take ownership of Assistly customers after technical implementation is completed.
• Conduct post-implementation onboarding and help customers understand billing, invoicing, and ongoing operational processes .
• Serve as a point of contact for customer billing and account-related questions.
• Coordinate with Sales, Technology, and Finance teams to resolve customer issues.
• Follow up proactively with customers and help ensure a positive ongoing SaaS customer experience.

Finance & Business Operations

• Support billing, invoicing, payment tracking, and basic accounting activities.
• Review and process employee and corporate sales expense reimbursements .
• Respond to employee questions regarding timesheets, expenses, and operational processes .
• Calculate and track sales commissions and incentive payouts based on approved compensation plans.
• Maintain accurate records, trackers, reconciliations, and supporting documentation.
• Assist with other day-to-day finance and business operations activities.

What We're Looking For

• Bachelor's degree in Commerce, Accounting, Finance, Business Administration, or a related field .
• 2–4 years of experience , preferably within a B2B SaaS or technology company .
• Experience in SaaS customer onboarding, customer success, billing, finance operations, or business operations is strongly preferred.
• Excellent spoken and written English communication skills , with confidence interacting directly with U.S.-based customers.
• Ability to clearly explain billing, invoices, processes, and basic financial information to customers.
• Good understanding of accounting fundamentals, invoicing, expenses, reconciliations, and commissions.
• Strong Excel/Google Sheets skills and attention to detail.
• Experience with CRM, billing, accounting, or SaaS platforms is a plus.
• Strong ownership, organization, follow-through, and problem-solving skills.
• Must be comfortable working a night shift aligned with U.S. business hours .