CRM Executive

3 days ago

Seepz Mumbai Maharashtra, India Mega CFC Full time

**Job Title**: CRM Executive - Billing and Invoice
**Department**: Customer Relationship Management
**Location**: Seepz (Mega CFC office)
**Reports To**: CEO

**Salary: 35K to 45 K**

**Key Responsibilities**:

- **Billing & Invoicing**:

- Generate, verify, and issue accurate invoices for customers based on services provided.
- Ensure timely dispatch of invoices and receipts to customers.
- Address billing inquiries, discrepancies, and payment-related issues in a professional manner.
- Collaborate with the finance department to ensure accurate tracking of payments, balances, and credit notes.
- Ensure compliance with internal procedures and external regulations related to billing and invoicing.
- Monitor and report outstanding payments and overdue invoices.
- Discuss special rate or pricing with HOD’S
- **Customer Relationship Management**:

- Serve as the primary point of contact for customers regarding all billing and invoicing-related inquiries.
- Maintain a detailed database of customer interactions, including billing information and payment history.
- Send out reminders to customers regarding upcoming or overdue payments.
- Build and maintain strong relationships with customers to improve satisfaction and encourage repeat business.
- **Data Management**:

- Maintain accurate records of customer billing details, invoicing history, and payment status.
- Regularly update CRM systems with the latest customer billing information.
- Prepare monthly or quarterly reports on billing activities and payments.
- **Collaboration & Coordination**:

- Work closely with the sales team, customer service team, and finance department to ensure smooth handling of customer accounts.
- Ensure that all orders, services, and invoices are processed according to company policies and standards.
- Address customer complaints and resolve billing disputes in a timely and professional manner.

**Skills & Qualifications**:

- **Educational Qualification**:

- Bachelor’s degree in Commerce, Business Administration, or a related field.
- **Experience**:

- 3-5 years of experience in CRM, billing, invoicing, or customer service, preferably in the jewelry industry.
- **Skills**:

- Strong understanding of billing systems and invoicing software.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and CRM platforms.
- Excellent communication and interpersonal skills.
- Strong attention to detail with a focus on accuracy.
- Ability to handle multiple tasks and prioritize effectively in a fast-paced environment.

Pay: ₹30,000.00 - ₹40,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Work Location: In person

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