Order Approvals (Operations Department) Verify payment receipts and related documents before approving client orders.
Sales Invoice Approvals Review, validate, and approve all sales invoices. Costing verification is mandatory. Dashboard to be refreshed every 10 minutes; approval to be completed within 1 hour of receipt.
Client Follow-Ups Perform consistent follow-ups with clients for outstanding payments or negative balances via emails and phone calls until clearance is received.
Daily Sales Coordination Share daily revenue target reports with the sales team to track performance.
CRM Updates Ensure all receivables and financial updates are accurately and promptly reflected in the CRM.
Statement of Accounts (SOA) Prepare and share SOAs with clients and internal teams in coordination with Account Managers.
MIS Reporting & Automation Prepare and share periodic reports, including.
Education Bachelor's or Master's Degree in Commerce or Business (B.Com, BBA, BBM, MBA, M.Com)
Experience 2-3 years of relevant accounting experience Prior experience in client payment follow-ups is mandatory
Skills Required :
Strong attention to detail and accuracy
Excellent communication skills (written and verbal communication )
Proficient in English and Hindi.
Familiarity with invoicing systems and CRM tools
Proficient in Excel and basic financial reporting
Ability to meet time-sensitive targets.