The CRM – Accounts is responsible for coordinating between clients, internal accounts team,
and management for billing, collections, and account-related activities. The role focuses on follow-ups, MIS tracking, client communication, and ensuring smooth financial operations with minimal delays.
Key Responsibilities (JD)
1. Client Coordination (Accounts)
Act as a single point of contact (SPOC) for banks/clients on:
Billing queries and communication
Payments
Ensure timely and skilled communication.
1. Billing Coordination
Coordinate with Banks & Clients for: Receipt of invoices from bank/client
Billing confirmation
SPOCs at Banks and Clients :
Keep track of correct SPOCs
Ensure the same is updated in process note/internal systems
Inform all stakeholders about this change
Analyze all implication due to this change
HR Department Employee’s Signature
1. Collections & Outstanding Follow-up
Track outstanding receivables. Follow up with clients for:
Pending payments
Ensure timely collections and reduce outstanding aging.
1. MIS & Reporting
Prepare and maintain:
Outstanding MIS
Critical Outstanding MIS(To take help of seniors/management)
Collection status reports
Pending Billing MIS
Share timely updates with management.
1. Payment Tracking & Reconciliation Support
Track payments received from clients. Coordinate with Accounts team for:
Payment confirmation
Ledger reconciliation support
1. Query Resolution
Handle bank/client queries related to:
Invoices
Payments
Account statements
Coordinate internally for quick resolution.
HR Department Employee’s Signature
1. Follow-up & Action Tracking
Ensure all pending actions related to:
Billing (including queries)
Payments
Are followed up and closed within timelines.
1. Coordination with Internal Teams
Work closely with:
Accounts team
CRM team
Operations team
Ensure alignment for smooth execution.
1. Documentation & Record Keeping