CRM & Collection

Helo.ai by VivaConnect; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Helo.ai by VivaConnect is hiring an Associate Manager – Billing, CRM & Collections in Mumbai to own monthly billing for large enterprise clients. You will compile usage data, apply rate cards, issue invoices, and manage collections with strong Excel skills and close coordination with sales, finance and legal teams.

Ideal candidates have 2+ years in billing/AR, a Finance or Accounting degree, and experience with Tally, CRM tools and MIS reporting.

Qualifications

• 2+ years of experience in billing, collections, accounts receivable or a related field.
• Bachelor's degree in Finance, Accounting or Commerce preferred.
• Experience compiling billing data from multiple source reports and working with client-specific rate cards.
• Experience tracking purchase orders and agreement terms as inputs to invoicing.

Responsibilities

• Compile monthly usage data and MIS reports; apply client rate cards and prepare billing sheets.
• Share usage counts with clients for confirmation and resolve discrepancies before invoicing.
• Track agreements and purchase orders; verify validity and coverage before invoices.
• Coordinate collections follow-ups via calls and emails to ensure timely payments.
• Maintain debtor sheets and monitor overdue amounts; assist with TDS coordination.
• Ensure CRM data accuracy for billing and client records; flag gaps for correction.
• Prepare weekly/monthly reports on receivables, payments, and overdue accounts.
• Collaborate with sales, finance, and legal teams on disputes and recoveries.

Skills

Communication skills

Negotiation

Stakeholder management

Attention to detail

Education

Bachelor's degree in Finance or Accounting

Tools

MS Excel

Tally

CRM software

Job description

Associate Manager – Billing, CRM & Collections

Helo.ai by VivaConnect

About Helo.ai

At Helo.ai by VivaConnect, we are transforming business communication through SMS, WhatsApp, RCS, Voice and Contact Centre Solutions. With 24+ years of expertise, 30+ billion engagements annually, and partnerships with Meta, Google and leading telecom operators, we enable businesses to build impactful customer connections at scale.

About The Role

We are looking for a detail-oriented and proactive Associate Manager – Billing, CRM & Collections to own the monthly billing cycle for our large enterprise clients (approximately 100 invoices per month), including compiling usage data from multiple MIS sources, rate tracking, billing sheet preparation, invoicing, collections follow-up, TDS tracking, agreement/PO tracking and CRM data compliance. The role requires strong Excel and reconciliation skills, high attention to detail, and the ability to work closely with clients, sales, finance, accounts and legal teams.

Key Responsibilities

• Billing & Rate Management: Compile monthly usage and MIS data across products (SMS, WhatsApp, RCS, Voice, Contact Centre) from multiple source reports; maintain and apply client-specific rate cards; prepare the monthly billing sheet and validate volumes and rates before invoicing.
• Usage & Count Confirmation: Share monthly usage/engagement counts with clients for confirmation ahead of invoicing; investigate and resolve count discrepancies with clients and internal teams before the billing sheet is finalised.
• Agreement & PO Tracking: Track client agreements, contracted terms and purchase orders; confirm PO validity, coverage period and value before raising invoices, and flag gaps to sales/management ahead of billing.
• Collections & Follow-ups: Follow up with clients through calls, emails and other channels to ensure timely payment collection and closure of outstanding receivables.
• Debtor Management: Maintain accurate daily collection records, regularly update debtor sheets and track payment commitments and overdue amounts.
• TDS Management: Follow up for TDS receivables not reflected in Form 26AS, maintain TDS calculations and coordinate with the accounts team for Tally entries.
• CRM Compliance & Data Governance: Monitor the sales team's CRM entries for accuracy and completeness relevant to billing and client records; flag gaps or inconsistencies to sales leadership and follow up on correction.
• MIS & Reporting: Prepare weekly and monthly reports covering total outstanding amounts, payment plans, collections, payment timelines and overdue accounts.
• Stakeholder Management: Work closely with sales, finance, management and clients to resolve payment disputes, billing queries and collection challenges.
• Legal & Documentation Support: Share relevant details with the legal team for recovery actions, provide NDC documents and coordinate TAN-related requirements.
• Process Improvement: Identify opportunities to improve billing accuracy, collection efficiency and receivables management processes.

Knowledge & Expertise We Value

• 2+ years of experience in billing, collections, accounts receivable or a related field.
• Bachelor's degree in Finance, Accounting, Commerce or a related discipline preferred.
• Experience compiling billing data from multiple source reports and working with client-specific rate cards, ideally in a usage/volume-based billing environment.
• Experience tracking purchase orders and agreement terms as inputs to invoicing.
• Strong communication, negotiation and stakeholder management skills.
• Excellent attention to detail, organisation and problem-solving abilities.
• Ability to manage multiple priorities, work under pressure and meet monthly billing deadlines.
• Strong proficiency in MS Excel; knowledge of Advanced Excel and MIS reporting preferred.
• Familiarity with Tally, accounting software, CRM or billing platforms.
• Knowledge of TDS, GST and invoicing processes will be an added advantage.

Your Growth @ Helo.ai

• Build expertise in billing operations, receivables, collections, client management and business operations.
• Gain exposure to rate management, MIS and technology-driven billing processes for large enterprise clients.
• Strengthen communication, negotiation, analytical and problem-solving capabilities.
• Explore career growth opportunities across finance, operations and senior business support roles.

Why Helo.ai?

• Be part of a high-growth organisation in India's rapidly expanding CPaaS industry.
• Work with leading brands across banking, finance, retail and other sectors.
• Collaborate with experienced professionals in a fast-paced and inclusive environment.
• Access continuous learning and opportunities to build meaningful professional impact.

Equal Opportunity Employer

At Helo.ai, we celebrate diversity and are committed to creating an inclusive and collaborative workplace where individuals can learn, grow and make a meaningful impact.