Job Overview

We are looking for a detail-oriented Accounts Receivable & Collections Executive responsible for monitoring outstanding customer invoices, contacting clients regarding overdue payments, maintaining accurate collection records, and coordinating with internal departments to resolve billing and payment-related queries.

The ideal candidate should have good communication skills, a professional approach to client interactions, and the ability to follow up consistently to ensure outstanding invoices are addressed and payment commitments are obtained.

This role focuses on collections follow-ups and query resolution only. It does not involve cash applications, payment posting, or allocating customer payments against invoices.

Key Responsibilities

1. Accounts Receivable & Overdue Follow-ups-

- Monitor customer accounts and identify overdue invoices.
- Contact clients through email and phone regarding overdue payments.
- Send payment reminders and follow up on outstanding invoices.
- Follow up with customers to obtain expected payment dates and payment commitments.
- Maintain regular communication with clients until outstanding queries or payment commitments are addressed.
- Escalate long-outstanding or high-risk accounts to the appropriate manager.
- Maintain a skilled and positive relationship with customers throughout the collection process.

2. Client Communication & Documentation

- Maintain detailed notes of all client communications and collection activities in the CRM/accounting system.
- Record client responses, payment promises, disputes, and follow-up dates.
- Update customer account notes after every meaningful interaction.
- Maintain accurate records of collection attempts and outstanding issues.
- Ensure timely follow-ups on promised payment dates.

3. Internal Query Resolution & Coordination-





- Coordinate with internal departments such as Billing, Operations, Sales, and Account Management to resolve customer queries.
- Investigate invoice-related disputes and obtain clarification from the relevant internal teams.
- Follow up internally on pending credit notes, billing corrections, missing documentation, and invoice discrepancies.
- Keep customers updated on the progress of their queries.
- Ensure internal queries are followed through to resolution.
- Escalate unresolved issues to the appropriate department or management.

4. Reporting & Account Monitoring-

- Prepare regular reports on overdue accounts and collection activities.
- Track outstanding invoices, overdue ageing, customer responses, and promised payment dates.
- Highlight accounts requiring management attention.
- Monitor collection follow-up effectiveness.
- Provide updates on pending client disputes and internal query resolution.

Required Skills & Qualifications

- 1–3 years of experience in Accounts Receivable, Collections, or Credit Control.
- Basic understanding of accounts receivable processes and invoice ageing.
- Excellent verbal and written communication skills.
- Good email drafting and telephone communication skills.
- Experience using Excel and accounting/ERP/CRM systems.
- Strong follow-up, coordination, and organizational skills.
- Ability to handle difficult customer conversations professionally.
- Good attention to detail and documentation skills.

Preferred Skills





- Experience with accounting systems such as QuickBooks, Xero, Sage, or similar ERP platforms.
- Knowledge of collection processes and overdue ageing reports.
- Experience dealing with international clients.
- Experience working with cross-functional teams.
- Basic understanding of invoice disputes and credit notes.

Key Performance Indicators (KPIs)

Performance will be measured based on:
- Timeliness and consistency of overdue invoice follow-ups.
- Number of overdue accounts contacted.
- Accuracy and completeness of CRM/account notes.
- Successful follow-up on promised payment dates.
- Turnaround time for resolving internal queries.
- Reduction in unresolved customer billing disputes.
- Quality of client communication and reporting.

Scope of Role – Important Clarification The candidate will be responsible for:
- Client collection calls and emails.
- First-level overdue invoice follow-ups.
- Recording client responses and updating account notes.
- Tracking payment commitments.
- Coordinating and resolving internal billing queries.
- Escalating unresolved collection issues.
- Cash applications.
- Payment allocation or posting.
- Bank reconciliation.
- Applying receipts against customer invoices.
- Processing customer refunds.
- General ledger accounting or month-end closing.

Ideal Candidate Profile

We are looking for someone who is proactive, organized, persistent with follow-ups, and comfortable communicating with customers.

The candidate should be able to independently manage a portfolio of customer accounts, maintain accurate records, coordinate with internal teams, and ensure that overdue invoices and customer queries receive timely attention.

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person

📌 Accounts Receivable & Collections Executive (Sahibzada Ajit Singh Nagar)
🏢 KPC Consultant
📍 Sahibzada Ajit Singh Nagar