Customer Relationship Management Manager

Helo.ai by VivaConnect; Mumbai; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Helo.ai by VivaConnect is seeking an Associate Manager – Billing, CRM & Collections to own the monthly billing cycle for large enterprise clients, handling around 100 invoices per month. The role requires sharp Excel skills, data reconciliation and coordination with sales, finance and legal teams.

You will manage billing, usage data from multiple sources, rate cards, invoicing, collections follow-ups, TDS tracking and CRM data governance to ensure accurate and timely revenue recognition.

Qualifications

• 2+ years of experience in billing, collections, accounts receivable or 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.
• 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.

Responsibilities

• Billing & Rate Management: Compile monthly usage and MIS data across products; maintain client-specific rate cards; prepare 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 count discrepancies.
• Agreement & PO Tracking: Track client agreements, contracted terms and purchase orders; confirm PO validity and coverage before raising invoices.
• Collections & Follow-ups: Follow up with clients to ensure timely payment collection and closure of outstanding receivables.
• Debtor Management: Maintain accurate daily collection records, update debtor sheets and track payments.
• TDS Management: Follow up for TDS not reflected in Form 26AS, maintain TDS calculations and coordinate with accounts for TAN entries.
• CRM Compliance & Data Governance: Monitor CRM entries for billing accuracy and flag gaps.
• MIS & Reporting: Prepare weekly/monthly reports on outstanding amounts, payment plans and overdue accounts.
• Stakeholder Management: Work with sales, finance, management and clients to resolve disputes and billing queries.
• Legal & Documentation Support: Share relevant details with legal for recovery actions and coordinate TAN-related requirements.
• Process Improvement: Identify opportunities to improve billing accuracy and receivables management.

Skills

Billing & Collections

Accounts Receivable

Data Reconciliation

Stakeholder Management

Excel

Communication Skills

Process Improvement

Education

Bachelor's degree in Finance, Accounting, Commerce

Tools

Excel

Tally

Job description

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.
• 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.