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.