Client Relationship Executive

6 days ago

Dumas Surat Gujarat, India i2c Events Full time ₹ 1,08,000 - ₹ 2,16,000 per year

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, ₹18,000.00 per month

Work Location: In person

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