Finance Executive

Reachlaw; New Delhi; On-site; INR 1,100,000 - 1,900,000; Full time

Job summary

Reachlaw is seeking an Accounts & Client Coordination Executive in Delhi, India to oversee invoicing, payment tracking, contract handling, and CRM updates. The role involves coordinating with finance, sales, legal, and operations teams, ensuring timely collections and accurate documentation.

The ideal candidate has 5–7 years in finance operations and strong attention to detail, with experience in CRM/ERP tools and international customer interactions. This is a full-time onsite position in Delhi.

Qualifications

• 5-7 years of experience in finance operations, invoicing, accounts receivable, or contract administration.
• Good understanding of invoicing, payment reconciliation, collections, and contract coordination.
• Strong proficiency in Microsoft 365 applications (Excel, Outlook, Teams, Word, PowerPoint, SharePoint).
• Excellent customer communication and stakeholder management skills.
• Experience with CRM or ERP tools (CRM, Odoo, Razorpay or similar).
• Experience with international customers and cross-functional teams is an advantage.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Invoicing & payment management: issue invoices, track payments, follow up on overdue amounts, and reconcile records.
• Client contracts & partner royalty administration: prepare/renew agreements, maintain contract master data, track renewals and fee revisions.
• Vendor registration, CRM & documentation management: onboard vendors, maintain CRM data, organize documents and SOPs.
• Client communication & internal coordination: serve as primary contact for invoices and payments, coordinate with finance, sales, legal, operations and international teams.

Skills

Finance operations

Invoicing

Accounts receivable

Contract administration

CRM experience

Tools

CRM

Odoo

Razorpay

Job description

Job Description

Accounts & Client Coordination Executive

Location: Delhi, India
Employment Type: Full-time

About the Role

We are looking for a detail-oriented and organized Account & Client Coordination Executive to join our team.

The role will primarily support invoicing, payment tracking and reconciliation, customer communication, contract and CRM updates, documentation, and finance-related coordination for customers.

The ideal candidate should have a good understanding of invoicing & contract handling processes, be comfortable communicating with customers, have strong attention to detail, and be able to independently follow up on multiple tasks and deadlines.

Key Responsibilities

1. Invoicing & Payment Management

• Prepare and issue customer invoices based on signed agreements, project activities, sales and third-party services.
• Maintain bi-weekly invoicing and payment trackers reporting to ensuring accurate records of invoices, receipts, outstanding balances, and payment status.
• Follow up proactively with customers on overdue payments and support timely collections and elevate long pending or disputed invoices to the relevant internal stakeholders.
• Coordinate third-party invoices and payment requests with operations and finance teams. Process credit notes, refunds, and payment adjustments in accordance with company procedures.
• Oversee regular reconciliation & validation of billing records against revenue forecast to ensure accuracy.
• Arrange and provide tax, statutory, and company documents required for customer payments and vendor onboarding.

2. Client Contracts & Partner Royalty Administration

• Coordinate the preparation, processing, execution, and renewal of client agreements and amendments.
• Maintain client contract master record and ensure all agreement documentation is complete and up to date.
• Report and maintain bi-weekly agreement tracker and support timely contract execution following proposal acceptance.
• Support customer communication related to fee revisions, contract updates, and budget calculations.
• Prepare and validate partner royalty calculations as per applicable agreements.
• Support management with revenue forecasting and reporting for leadership reviews.

3. Vendor Registration, CRM & Documentation Management

• Coordinate customer vendor registration and onboarding activities on various procurement portal registrations.
• Maintain accurate customer information, contract records, pricing data, and invoicing details in CRM.
• Organize and maintain agreements, invoices, forms, SOPs, and business documentation in a structured manner.
• Provide training and guidance to team members in contract and billing processes.

4. Client Communication & Internal Coordination

• Act as a key point of contact for customer queries related to invoices, payments, contracts, and administrative matters.
• Coordinate with finance, sales, legal, operations, and international teams to ensure efficient execution of customer-related activities.
• Follow up on pending information, approvals, documents, and customer actions.
• Support smooth internal collaboration and contribute to high levels of customer satisfaction and operational excellence.

Requirements

• Minimum 5-7 years of experience in finance operations, invoicing, accounts receivable, contract administration, or a similar business operations role.
• Good understanding of invoicing, payment reconciliation, collections, and contract coordination.
• Strong proficiency in Microsoft 365 applications (Excel, Outlook, Teams, Word, PowerPoint, SharePoint)
• Strong customer communication and stakeholder management skills.
• Excellent attention to detail and organizational skills.
• Experience working with CRM, Odoo, Razorpay or any other similar software/tool is preferred.
• Experience working with international customers and cross-functional teams is an advantage.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Note: This job description outlines the primary duties and responsibilities of the role but is not exhaustive. The employee may be required to perform other tasks as reasonably assigned by management from time to time.