Role Objective The CRE is not the primary client-facing role during closing Instead you step in post-closing to ensure smooth payment follow-ups milestone-wise collections and timely reporting until all dues are cleared The role requires consistent coordination with Finance and Client Servicing to ensure transparency and trust at every step Key Responsibilities Timely Event Updates Relationship Follow-ups Share structured status updates weekly daily during show week and post-event closure Draft soft-spoken trust-building notes with clear next steps and dates Always close updates with a confirmation line e g May I mark this as approved received Payment Collections Ensure milestone-wise payment collection strictly within timelines Share invoices UTRs promptly maintain a clear audit trail Bills Accuracy Coordinate invoice bill generation with Accounts Align with Client Servicing for final deliverables and closing amounts ensure written approvals Records Management Maintain email WhatsApp summaries and approvals Avoid verbal-only commitments always document Escalation Handling Proactively flag ageing disputes or documentation gaps Escalate per the defined internal approval escalation matrix Embedded Follow-up SOP Relationship-First Approach Cadence D0 Thank-you summary D3 Gentle nudge D7 Reminder offer help D10 Firm solution-oriented reminder D15 Escalation with full context Tone Soft-spoken respectful solution-driven Clarity Always mention invoice no amount due date next step and your availability Documentation CC Finance CS on emails Send WhatsApp summaries if needed File UTR screenshot immediately after client s payment Reporting to Finance Department Cost Controller Accounts Alignment Touch points with Growth Head coordination with Client Servicing CS Top 2 Priorities Non-Negotiable Polite consistent and well-documented follow-ups Timely payment collections milestone-wise as scheduled Workflow Clarity Client Servicing CS Manages client till closing Dream Weaver Production Executes event deliverables CRE Engages post-closing until final payment clearance Must-Have Skills Excellent communication Soft-spoken polite and professional English Hindi Gujarati preferred Strong Client Relationship Management Rapport-building tactful negotiations expectation-setting Ownership-driven with strong documentation discipline Tech-savvy Comfortable with Google Docs Sheets Excel and professional WhatsApp email etiquette Experience 2-5 years in client coordination collections preferably in events agencies or finance coordination Important Notes Accounts Team Handles all bills invoices Client Servicing Team Confirms final deliverables and closing amounts CRE Must keep Finance Cost Controller Accounts and Client Servicing fully updated with written records only Job Type Full time Pay 9 573 19 - 18 000 00 per month Work Location In person