JOB SUMMARY
Client Relationship Management (CRM) role focused on driving timely payment recoveries, maintaining accurate financial tracking, and ensuring consistent client engagement through daily follow-ups. The role acts as a key liaison between clients and internal teams, resolving issues efficiently while maintaining strong relationships and high client satisfaction. It also involves tracking interactions, capturing feedback, and supporting client retention through proactive communication and structured CRM reporting.
KEY RESPONSIBILITIES :
Educational Qualification:
Bachelor’s degree in Business Administration, Finance, Commerce, or a related field.
Master’s degree (MBA or equivalent) is preferred.
Experience Required:
Technical Skills:
Proficiency in CRM tools and client data management systems.
Strong working knowledge of MS Excel (tracking sheets, basic formulas, reporting).
Experience with financial tracking systems (FMS) and accounts receivable processes.
Ability to maintain and analyze data for reporting and decision-making.
Familiarity with issue tracking tools and workflow management systems.
Basic understanding of invoicing, payment cycles, and reconciliation processes.
Soft Skills:
PREFERRED QUALIFICATIONS (Optional) :
Experience in a client servicing or collections role within a fast-paced environment.
Familiarity with ERP systems and advanced Excel skills (pivot tables, basic analytics).
Prior exposure to handling high-volume client accounts or enterprise clients.
Certification or training in CRM tools or customer relationship management.
Basic understanding of financial/compliance processes and documentation.
Demonstrated ability to improve client retention and satisfaction metrics.
Core Competencies(Optional) :
