Job Description:JOB SUMMARYClient 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 :Manage payment recovery by coordinating with clients and ensuring timely collections.Maintain and update FMS and account tracking sheets for accurate financial monitoring.Conduct daily client calls for follow-ups and relationship management.Record and maintain detailed client interaction and follow-up data in CRM systems.Review client issue tracker daily and coordinate timely resolution with internal teams.Act as a liaison between clients and internal teams to address operational challenges.Ensure clear and effective communication to maintain strong client relationships.Collect and document client feedback post project completion for improvement.Track all client interactions and updates in CRM for transparency and reporting.Support client retention through proactive engagement and consistent follow-ups.RequirementsEducational Qualification:Bachelor's degree in Business Administration, Finance, Commerce, or a related field.Master's degree (MBA or equivalent) is preferred.Experience Required:2-4 years of experience in Client Relationship Management, Accounts Receivable, or a similar client-facing role.Prior experience in payment follow-ups, collections, and CRM tools is preferred.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:Strong communication and interpersonal skills for effective client interaction.Excellent follow-up and negotiation skills, especially for payment recovery.Problem-solving mindset with ability to handle client issues calmly and professionally.High attention to detail and strong organizational abilities.Ability to multitask and manage multiple client accounts simultaneously.Proactive approach with a focus on client satisfaction and retention.Team collaboration skills to work effectively across functions.Time management skills to meet deadlines and ensure timely follow-ups.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) :Client Relationship Management & RetentionPayment Recovery & Collections ManagementCommunication & Stakeholder CoordinationIssue Resolution & Problem SolvingData Management & CRM ReportingAttention to Detail & AccuracyTime Management & Follow-up DisciplineCross-functional CollaborationCustomer-centric ApproachProcess Improvement & Ownership
