About: The organization is a Mumbai-based IT distribution and technology solutions company specializing in the distribution of IT infrastructure products, managed services, networking solutions, and telecom-related technologies across India. Established in 2000 and incorporated as a private limited company in 2008, the company has built a strong presence in the Indian IT distribution ecosystem through its extensive partner network and customer-focused approach
Department: Accounts & Finance
Reports To: Head of Accounts / Finance Manager
Job Summary: This role focuses on proactive payment collection, credit management,and customer account reconciliation. The Payment Follow-up Officer ensures timely cash inflow, maintains healthy accounts receivable aging, and works closely with the sales team to manage credit terms and payment schedules.
Key Responsibilities:
Send payment reminders and follow-ups to customers on outstanding invoices
Maintain aging report of accounts receivable and flag overdue payments
Contact customers regarding payment status, address payment issues and delays
Coordinate payment receipts, posting, and reconciliation
Manage customer credit limits and terms
Prepare daily/weekly cash position reports
Handle customer payment-related queries and complaints
Maintain payment records and customer correspondence
Work with sales team on credit decisions for new/high-value accounts
Generate payment collection reports for management review
Update ERPNext/Tally with payment receipts and adjustments
Monitor payment patterns and alert management of payment risks
Coordinate with banks for online payment confirmations
Handle customer remittance advice processing
2-3 years of experience in accounts receivable or payment collection
Knowledge of Tally ERP/accounting software
Strong command of English and regional language
Excellent communication and interpersonal skills
Attention to detail and accuracy in financial record-keeping
Ability to manage multiple follow-ups and maintain persistence
Understanding of invoice processing and payment reconciliation
Knowledge of banking and payment methods (NEFT, RTGS, cheques, UPI)
Preferred Qualifications:
Experience with ERPNext or similar cloud-based accounting systems
Knowledge of export invoicing and international payments
Experience in credit management
Knowledge of GST and TDS compliance
Banking software experience (ICICI, HDFC, AXIS platforms)
Customer service background
Skills Required:
Payment reconciliation and verification
Tally/ERP software proficiency
Excel for reports and aging analysis
Communication and follow-up discipline
Problem-solving in payment disputes
Customer relationship management
As Per Industry
