(JD)

Job Title: CRM Accounts

Department: CRM / Accounts Coordination

Job Summary

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)
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.
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
Collections & Outstanding Follow-up

Track outstanding receivables. Follow up with clients for:

Pending payments

Ensure timely collections and reduce outstanding aging.
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.
Payment Tracking & Reconciliation Support

Track payments received from clients. Coordinate with Accounts team for:

Payment confirmation

Ledger reconciliation support
Query Resolution

Handle bank/client queries related to:

Invoices

Payments

Account statements

Coordinate internally for quick resolution.

HR Department Employee’s Signature
Follow-up & Action Tracking

Ensure all pending actions related to:

Billing (including queries)

Payments

Are followed up and closed within timelines.
Coordination with Internal Teams

Work closely with:

Accounts team

CRM team

Operations team

Ensure alignment for smooth execution.
Documentation & Record Keeping

Maintain proper records of:

Client communication

Payment follow-ups

Billing confirmations

📌 Customer Care Executive Kolkata (India)
🏢 SDP u0026 Associates
📍 India