Billing and CRM Executive (Pune)

Billing and CRM Executive (Pune)

16 Aug
|
Hostin Services
|
Pune

16 Aug

Hostin Services

Pune

Job Description:

Were looking for a smart communicator to handle client calls, basic sales queries, billing, invoicing, and order processing. Must have strong follow-up skills and experience in CRM / customer coordination.

Roles & Responsibilities:

1. Customer Interaction & Frontline Support:
- Answer calls and requests professionally to provide information about the company, products, and services — acting as the first point of contact and first impression of the business.
- Address basic sales-related queries and route technical or advanced sales queries to the Pre-Sales / Sales Teams.
- Identify and assess client needs to achieve high customer satisfaction.

2. Client Information Management
- Maintain accurate client records and update databases in the recommended formats.
- Create/validate client accounts in Freedom and manage new client documents, including vendor registration and tax-related documentation.
- Handle client requests for changes such as address/GST updates with due diligence.

3. Order Processing & Coordination




- Validate and process current orders and renewals.
- Coordinate with the Technical Team to complete order provisioning and ensure account information is shared with the customer.
- Follow up on pending orders and ensure timely processing.
- Manage service termination requests, expired service closures, and update status in CRM.

4. Billing, Invoicing & Documentation
- Manage end-to-end billing tasks including:
- Following up with clients for POs/ROs.
- Raising and sending invoices (soft & hard copies).
- Submitting invoices on client-specific online billing portals.
- Obtain Billing Responsibility Letters/POs signed, stamped, and filed appropriately.
- Maintain ledgers, apply TDS details, and share outstanding dues and reports with clients.
- Prepare and share Excel sheets for reconciliations and billing updates.

5. Collections & Revenue Management
- Conduct regular follow-ups for past-due invoices to ensure smooth billing cycles.
- Send

📌 Billing and CRM Executive (Pune)
🏢 Hostin Services
📍 Pune

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