20 Aug
|
Confiex Data Room
|
Mumbai
20 Aug
Confiex Data Room
Mumbai
Job Title: Billing and Client Services Executive
Company: Confiex Data Room Private Limited
Location: New Sonal Industrial Estate, Kachpada, Link Road,
Malad West, Mumbai
Experience: 3-5 years
Salary: Up to 4 Lakhs per annum
Joining: Immediate preferred
About Confiex Data Room
Confiex Data Room is a leading Indian Virtual Data Room (VDR) provider, trusted for secure document sharing and due diligence in M&A;, IPOs, NCLT/IBC cases, and other high-stakes transactions. Established in 2015 and ISO 9001 & ISO 27001 certified, we serve corporates, investment banks, law firms, private equity firms, and insolvency professionals across India and globally.
Role Overview
We are looking for a proactive Billing and Client Services Executive to manage client billing cycles, ensure timely invoicing and collections, and deliver excellent post-sales support. The role sits at the intersection of finance operations and client relationship management, supporting our growing base of deal-driven clients.
Key Responsibilities
- Generate, review, and issue accurate invoices for VDR subscriptions, project-based services, and renewals.
- Track receivables, follow up on outstanding payments, and coordinate with clients for timely collections.
- Maintain billing records, reconcile accounts, and prepare regular reports on invoicing status and collections.
- Handle client queries related to invoices, payments, contract terms, and service usage.
- Coordinate with sales, operations,
and technical teams to resolve billing discrepancies and ensure smooth client onboarding/renewals.
- Support contract renewals, upsells, and basic account management activities.
- Ensure compliance with company policies, GST, and other statutory billing requirements.
- Maintain high levels of client satisfaction through responsive and professional communication.
Required Skills & Qualifications
- Graduate in Commerce, Finance, Accounting, or related field (B.Com / BBA preferred).
- 35 years of hands-on experience in billing, accounts receivable, client servicing, or a similar role (preferably in SaaS, IT services, or B2B skilled services).
- Strong understanding of invoicing processes, GST, and basic accounting principles.
- Proficiency in MS Excel and familiarity with billing/accounting software or ERP tools.
- Excellent verbal and written communication skills with a client-first mindset.
- Solid organizational skills, attention to detail, and ability to manage multiple priorities.
- Comfortable working in a fast-paced, deal-driven environment.
Preferred
- Prior experience in SaaS, software, or professional services billing.
- Knowledge of Virtual Data Rooms or document management platforms (advantageous but not mandatory).
What We Offer
- Competitive salary up to 4 Lakhs per annum.
- Opportunity to work with a specialized, growing Indian tech company in the high-demand VDR space.
- Collaborative work environment at our Malad West office.
- Immediate joining preferred.
📌 Billing & Client Services Executive, Malad West, Immediate Joining (Mumbai)
🏢 Confiex Data Room
📍 Mumbai