The Client Relationship Executive (CRE) is responsible for ensuring seamless communication and execution of client-related processes after a sales lead is confirmed. The CRE will handle Scope of Work (SOW) preparation, client queries, tax invoicing, payment follow-ups, and coordination with internal teams to ensure smooth project execution and financial transactions. The role requires strong organizational, communication, and problem-solving skills to maintain excellent client relationships across global markets.
Key Responsibilities:
1. Scope of Work (SOW) Preparation
-Prepare the Scope of Work (SOW) document based on data provided post-sales confirmation.
-Ensure that all deliverables, timelines, and commercial terms are clearly defined in the SOW.
-Coordinate with the Director, Sales Team, and Project Teams to finalize the SOW.
-Regularly update and revise the SOW based on project progress and client requirements.
2. Client Query Handling & Relationship Management
-Act as the single point of contact for client queries, ensuring prompt and professional responses.
-Maintain strong communication with clients (national as well as international clients) and address concerns proactively.
-Coordinate with internal teams to resolve client issues efficiently.
-Build long-term relationships with clients to enhance repeat business and referrals.
3. Tax Invoicing & Financial Coordination
-Prepare tax invoices as per country-specific compliance:
-Ensure timely and accurate invoicing to avoid financial discrepancies.
-Work closely with the Finance Department to ensure smooth processing of invoices.
4. Payment Follow-ups & Financial Tracking
-Conduct effective follow-ups for payments to ensure timely collections.
-Coordinate with clients regarding outstanding dues and escalations if required.
-Maintain and update a payment tracking system for all projects.
-Generate monthly receivables reports and share insights with the Director and Finance Team.
Experience
1 - 2 Years
No. of Openings
10
Education
B.A
Role
Client Relationship Executive
Industry Type
Architecture / Interior Designing
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
07 ,3rd Floor, Tara Niwas,373 - C , Bhandarkar Rd,Above Milap Annexe, Matunga(E), Mumbai - 400019.