Billing & Client Services Executive, Malad West, Immediate Joining

Job Title: Billing and Client Services Executive

Company: Confiex Data Room Private Limited

Location: New Sonal Industrial Estate, Kachpada, Link Road,

Malad West, Mumbai

Experience: 3-5 years

Salary: Up to 4 Lakhs per annum

Joining: Immediate preferred

About Confiex Data Room

Confiex Data Room is a leading Indian Virtual Data Room (VDR) provider, trusted for secure document sharing and due diligence in M&A, IPOs, NCLT/IBC cases, and other high-stakes transactions. Established in 2015 and ISO 9001 & ISO 27001 certified, we serve corporates, investment banks, law firms, private equity firms, and insolvency professionals across India and globally.

Role Overview

We are looking for a proactive Billing and Client Services Executive to manage client billing cycles, ensure timely invoicing and collections, and deliver excellent post-sales support. The role sits at the intersection of finance operations and client relationship management, supporting our growing base of deal-driven clients.

Key Responsibilities

• Generate, review, and issue accurate invoices for VDR subscriptions, project-based services, and renewals.
• Track receivables, follow up on outstanding payments, and coordinate with clients for timely collections.
• Maintain billing records, reconcile accounts, and prepare regular reports on invoicing status and collections.
• Handle client queries related to invoices, payments, contract terms, and service usage.
• Coordinate with sales, operations, and technical teams to resolve billing discrepancies and ensure smooth client onboarding/renewals.
• Support contract renewals, upsells, and basic account management activities.
• Ensure compliance with company policies, GST, and other statutory billing requirements.
• Maintain high levels of client satisfaction through responsive and professional communication.

Required Skills & Qualifications

• Graduate in Commerce, Finance, Accounting, or related field (B.Com / BBA preferred).
• 35 years of hands-on experience in billing, accounts receivable, client servicing, or a similar role (preferably in SaaS, IT services, or B2B professional services).
• Strong understanding of invoicing processes, GST, and basic accounting principles.
• Proficiency in MS Excel and familiarity with billing/accounting software or ERP tools.
• Excellent verbal and written communication skills with a client-first mindset.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Comfortable working in a fast-paced, deal-driven environment.

Preferred

• Prior experience in SaaS, software, or professional services billing.
• Knowledge of Virtual Data Rooms or document management platforms (advantageous but not mandatory).

What We Offer

• Competitive salary up to 4 Lakhs per annum.
• Opportunity to work with a specialized, growing Indian tech company in the high-demand VDR space.
• Collaborative work environment at our Malad West office.
• Immediate joining preferred.