Operations & Client Success Executive
Location: Remote/Hybrid (as applicable)
Employment Type: Full-time
About the Role
Do you enjoy bringing structure to fast-moving teams, working directly with founders, and ensuring nothing falls through the cracks?
Purple Lemon is looking for a proactive Operations & Client Success Executive to work directly with the Founder and play a key role in managing client communications, project coordination, proposal development, lead follow-ups, and day-to-day business operations.
This is an excellent opportunity for someone who enjoys ownership, thrives in a fast-paced agency environment, and loves keeping projects moving forward.
Key Responsibilities: Founder Support
- Manage the Founder's priorities, meetings, follow-ups, and action items.
- Take meeting notes and convert discussions into clear tasks and timelines.
- Prepare meeting briefs and ensure timely follow-ups.
Client Success
- Manage day-to-day communication with clients via email, WhatsApp, and calls.
- Share project updates, meeting summaries, and deliverables.
- Build a responsive and professional client experience.
Project & Team Coordination
- Coordinate with internal teams to ensure projects stay on track.
- Create and manage tasks using Trello, Notion, or similar tools.
- Monitor deadlines, approvals, and project progress.
- Identify and escalate potential delays before they become issues.
Proposal & Strategy Support
- Prepare proposal drafts using existing templates.
- Assist with strategy documents, client audits, campaign plans, and reports.
- Conduct basic market, competitor, and industry research.
Lead & CRM Management
- Track inbound leads, referrals, networking contacts, and sales opportunities.
- Schedule discovery calls and maintain the sales pipeline.
- Ensure timely follow-ups on all warm leads and proposals.
What We're Looking For
- 2–5 years of experience in Operations, Client Success, Project Coordination, Executive Assistance, Account Management, or a similar role.
- Excellent written and verbal English communication skills.
- Highly organized, detail-oriented, and proactive.
- Ability to manage multiple priorities with minimal supervision.
- Comfortable working directly with a Founder in a dynamic, fast-growing environment.
Preferred Skills
- Experience with Google Workspace, Google Sheets, Trello, Notion, Canva, and CRM tools.
- Familiarity with digital marketing agencies, B2B businesses, or startups.
- Basic understanding of digital marketing, lead generation, websites, and AI tools (such as ChatGPT) is a plus.
Success in This Role
You'll be successful if you can:
- Keep projects, clients, and follow-ups running smoothly.
- Ensure proposals and deliverables are sent on time.
- Maintain organized project boards and CRM records.
- Help the Founder focus on business growth by taking ownership of operational coordination.
If you're someone who enjoys solving problems, taking ownership, and working closely with leadership to drive execution, we'd love to hear from you.
Pay: ₹15,000.00 - ₹20,000.00 per month
Benefits:
Work Location: Hybrid remote in Kolkata, West Bengal
