Business Operation Associate
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Key skills for this role
About the Role
Elevate First Business seeks a proactive Business Operations Associate to support business development by coordinating client communications, monitoring project progress, and managing accounts receivable.
Key Skills for This Role
Responsibilities
- Follow up with clients regarding outstanding invoices through calls, emails, and WhatsApp
- Maintain regular communication with clients for payment updates
- Escalate overdue payment matters to the Business Development Manager when required
- Record all follow ups and payment commitments in the CRM
- Act as the primary coordination point between clients and internal teams
- Facilitate communication between Sales, Audit, Tax, Accounting, and clients
- Ensure timely collection of required documents and information from clients
- Keep clients informed about the status of their projects
- Monitor all ongoing projects through Zoho Projects/CRM
- Create new projects once engagements are confirmed
- Update project milestones and status regularly
- Ensure all required documents are uploaded and maintained
Requirements
- Excellent verbal and written communication skills
- Strong follow up and negotiation skills
- Good coordination and stakeholder management
- Attention to detail
- Ability to multitask and prioritize
- CRM knowledge (Zoho preferred)
- Microsoft Excel and Outlook proficiency
Full Job Posting
Role Summary
- We are looking for a proactive and detail oriented Business Operations Coordinator Associate to support the Business Development function by ensuring smooth coordination between clients and internal departments.
- The ideal candidate will be responsible for managing client communications, monitoring project progress, following up on outstanding receivables, and ensuring timely completion of engagements.
Key Responsibilities (KRAs)
- Accounts Receivable (AR) Collection: Follow up with clients regarding outstanding invoices through calls, emails, and WhatsApp; maintain regular communication for payment updates; escalate overdue payments to Business Development Manager; record follow ups and commitments in CRM.
- Client Coordination: Act as primary coordination point between clients and internal teams; facilitate communication between Sales, Audit, Tax, Accounting, and clients; ensure timely collection of documents; keep clients informed on project status.
- Project Monitoring: Monitor ongoing projects through Zoho Projects/CRM; create new projects once engagements are confirmed; update project milestones and status regularly; ensure all required documents are uploaded and maintained.
- Deadline Management: Track project timelines and statutory deadlines; send timely reminders to Audit, Tax, Accounting, and BD teams; escalate delays or bottlenecks to Business Development Manager; ensure projects progress smoothly and are completed within agreed timelines.
- CRM & Reporting: Maintain accurate CRM records; update client interactions, payment status, and project progress; prepare weekly reports on outstanding collections, project status, pending client documents, upcoming deadlines, and escalations.
- Administrative Support: Assist in scheduling client meetings and follow ups; coordinate with internal teams for project allocation and completion; support the Business Development Manager with day to day operational activities.
Key Skills
- Excellent verbal and written communication
- Strong follow up and negotiation skills
- Good coordination and stakeholder management
- Attention to detail
- Ability to multitask and prioritize
- CRM knowledge (Zoho preferred)
- Microsoft Excel and Outlook proficiency
Pay
- AED 3,000.00 AED 4,500.00 per month
Work Location
- In person
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