
Commercial Support
2 weeks ago
Customer Success & Sales Operations Associate
The Customer Success & Sales Operations Associate plays a vital role in supporting sales and operational execution across key accounts. Responsibilities include billing coordination, campaign tracking, contract follow-up, and AR management. The ideal candidate is detail-oriented, proactive, and comfortable working independently across functions.
Key Responsibilities
- Customer Success & Sales Ops
- Coordinate onboarding, campaign setup, client communications, and billing confirmations
- Maintain accurate documentation and trackers across the client lifecycle
- Support contract execution by aligning with Legal, Finance, and Tax
- Track operational clauses (e.g., KPIs, rebates) to ensure compliance
- Monitor AR status, send chasers, and collaborate with Finance on collections
- Flag billing risks and ensure timely follow-ups with internal teams
- Reporting
- Maintain accurate Sales Order entries, campaign changes, and invoice tracking in NetSuite
- Ensure data hygiene and alignment across sales tools and trackers
- Track campaign pacing, fulfilment, and key KPIs such as ROAS or fraud metrics
- Escalate delivery issues and support basic reporting or analytics where needed
- Required Experience & Qualifications
- 1–3 years of experience in Sales Ops, Client Ops, or Commercial Support (AdTech/media a plus)
- Advanced proficiency in Excel and Google Sheets; familiarity with NetSuite, CRM tools, or Tableau preferred
- Basic knowledge of SQL and data querying (preferred but not required)
- Strong attention to detail, follow-through, and cross-functional coordination
- Ability to execute with accuracy and ownership, with minimal supervision
- Proactive, organized, with clear communication across stakeholders
- Mandarin language skills are highly preferred
Additional Details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Customer Service, Project Management, Administrative
- Industries: Advertising Services, Internet Marketplace Platforms, Marketing Services
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