Customer Relationship Management Manager

Helo.ai by VivaConnect; Mumbai; On-site; INR 900,000 - 1,500,000; 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. You will compile usage data from multiple MIS sources, apply client-specific rate cards, prepare invoices and manage collections while coordinating with sales, finance, accounts, and legal teams.

You will leverage strong Excel and reconciliation skills to ensure accuracy, resolve discrepancies, and maintain updated debtor sheets and TDS/GST

Qualifications

• 2+ years in billing, collections, accounts receivable or related field.
• Bachelor's degree in Finance, Accounting, Commerce or related discipline 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 Excel and MIS reporting skills; familiarity with GST/TDS is advantageous.

Responsibilities

• Compile monthly usage and MIS data across products from multiple source reports; maintain client-specific rate cards; prepare monthly billing sheet and validate volumes and rates before invoicing.
• Share monthly usage counts with clients for confirmation; investigate and resolve discrepancies with clients and internal teams before finalising bills.
• Track client agreements, contracted terms and purchase orders; confirm PO validity and coverage before raising invoices; flag gaps to sales/management.
• Follow up with clients through calls and emails to ensure timely payment; manage outstanding receivables and debtor records.
• Maintain daily collection records; coordinate with accounts for TDS and GST; keep CRM data clean and compliant for billing.
• Coordinate with legal for recovery actions; suggest process improvements to enhance accuracy and efficiency.

Skills

MS Excel

Attention to detail

Stakeholder management

Communication skills

Multitasking

Problem solving

Education

Bachelor's degree

Tools

Tally

Accounting software

CRM platforms

Billing platforms

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.
• 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.