Executive Payment Follow-up

Job Title: Executive Payment Follow-up
Reports To: Business Head

Key Responsibilities:

Invoice Management

• Collect invoices from Account Executives and verify them against work orders to ensure accuracy.
• Check for potential calculation or technical errors to avoid discrepancies or losses.
• Send verified invoices to customers promptly and obtain immediate acknowledgment.
• Share courier details for hard copy submissions and track courier records.
• For online or email submissions, ensure proper tracking in the relevant portal.

Compliance and Accuracy

• Confirm all submitted invoices align with:
• Work orders.
• Customer requirements.
• Internal project conditions.
• Ensure that payments are received accurately without deductions.
• Address any payment discrepancies by initiating prompt communication with customers.

Payment Follow-up

• Liaise with customer representatives through calls, emails, or WhatsApp for timely payment collection.
• Regularly follow up until payments are received and resolved.

Issue Resolution

• Communicate with customers to address any invoice-related queries.
• Ensure outstanding balances are paid within agreed timelines.

Reporting and Budgeting

• Prepare and maintain project budgeting sheets to monitor financials.
• Keep detailed records of project and financial documentation for easy reference.

Work Order Management

• Monitor the status of work orders to ensure they are active.
• Notify concerned representatives and clients about work order expirations.

Support to Business Head

• Assist the Business Head with additional documentation, reporting, and project-related tasks.

Key Competencies:

• Strong attention to detail and analytical skills.
• Effective communication and interpersonal skills for follow-up activities.
• Proficiency in MS Excel, financial systems, and online portals.
• Ability to handle multiple tasks and meet deadlines under pressure.

Qualifications:

• Pref. Bachelors degree in Finance, Accounting, or a related field.
• 2-3 years of experience in invoice processing or payment follow-up roles.