Crm Executive

Job Title: Post-Sales Executive (Collections & Payment Coordination)

Department: Sales / CRM

Industry: Construction / Real Estate

Contact Person: Franklin A

Contact Number: [phone removed]

Mail ID: [email removed]

Job Summary:

The post-sales Executive is responsible for managing customer relationships after the sale is closed, with a primary focus on payment schedule tracking, collections, and documentation coordination. The role ensures timely collection of dues as per agreed milestones and maintains smooth communication between clients and internal teams.

Key Responsibilities:

Payment Schedule Management:

Monitor and track customer payment schedules as per agreement.

Ensure timely invoicing aligned with construction milestones.

Collections & Follow-ups:

Follow up with customers for due and overdue payments.

Maintain regular communication via calls, emails, and meetings.

Ensure achievement of monthly collection targets.

Customer Relationship Management:

Act as a single point of contact for post-sales queries.

Maintain positive relationships to ensure customer satisfaction.

Documentation Coordination:

Ensure all sales and payment-related documents are properly maintained.

Coordinate with legal, finance, and sales teams for agreements and payment records.

Reporting & MIS:

Prepare daily/weekly/monthly reports on collections and outstanding payments.

Update CRM systems with accurate customer and payment data.

Internal Coordination:

Work closely with the finance team for payment reconciliation.

Coordinate with project teams for milestone updates.

Key Skills Required:

Strong communication and negotiation skills

Good knowledge of payment collection processes

Customer handling and relationship management

Basic accounting and financial understanding

Proficiency in MS Excel and CRM tools