Job Description

Role Objective

The CRE is not the primary client-facing role during closing. Instead, you step in post-closing to ensure

smooth payment follow-ups, milestone-wise collections, and timely reporting

until all dues are cleared. The role requires consistent coordination with Finance and Client Servicing to ensure transparency and trust at every step.

Key Responsibilities

Timely Event Updates & Relationship Follow-ups

Share structured status updates (weekly, daily during show week, and post-event closure). Draft soft-spoken, trust-building notes with clear next steps and dates. Always close updates with a confirmation line (e.g., "May I mark this as approved/received?"*).

Payment Collections

Ensure milestone-wise payment collection, strictly within timelines. Share invoices/UTRs promptly; maintain a

clear audit trail

.

Bills & Accuracy

Coordinate invoice/bill generation with Accounts. Align with Client Servicing for final deliverables and closing amounts(ensure written approvals).

Records Management

Maintain email/WhatsApp summaries and approvals. Avoid verbal-only commitments; always document.

Escalation Handling

Proactively flag ageing, disputes, or documentation gaps. Escalate per the defined internal approval/escalation matrix.

Embedded Follow-up SOP (Relationship-First Approach)

Cadence:

D0:

Thank-you & summary

D3:

Gentle nudge

D7:

Reminder + offer help

D10:

Firm, solution-oriented reminder

D15:

Escalation with full context

Tone:

Soft-spoken, respectful, solution-driven.

Clarity:

Always mention invoice no., amount, due date, next step, and your availability.

Documentation:

CC Finance + CS on emails. Send WhatsApp summaries if needed. File UTR/screenshot immediately after client's payment.

Reporting to:

Finance Department (Cost Controller + Accounts)

Alignment:

Touch points with Growth Head; coordination with Client Servicing (CS)

Top 2 Priorities (Non-Negotiable)

Polite, consistent, and well-documented follow-ups

Timely payment collections (milestone-wise, as scheduled)

Workflow (Clarity)

Client Servicing (CS):

Manages client till closing

Dream Weaver + Production:

Executes event deliverables

CRE:

Engages post-closing until final payment clearance*

Must-Have Skills

Excellent communication:

Soft-spoken, polite, and professional

(English/Hindi; Gujarati preferred). Strong Client Relationship Management: Rapport-building, tactful negotiations, expectation-setting. Ownership-driven with strong

documentation discipline

. Tech-savvy: Comfortable with Google Docs, Sheets, Excel, and professional WhatsApp/email etiquette.

Experience:

2-5 years in client coordination/collections (preferably in events, agencies, or finance coordination).

Important Notes

Accounts Team:

Handles all bills/invoices.

Client Servicing Team:

Confirms final deliverables and closing amounts.

CRE:

Must keep Finance (Cost Controller + Accounts) and Client Servicing fully updated with written records only*.

Job Type: Full-time

Pay: ₹9,573.19 - ₹18,000.00 per month

Work Location: In person