CRM / Collection - Head

Key Responsibilities:

1. Payment Collection Management

• Oversee end-to-end payment collection from booked customers as per project milestones.
  
• Maintain and monitor payment schedules linked with customer profiles in the CRM.
  
• Ensure timely and accurate tracking of all payments received and dues pending.
  

2. CRM System Management

• Manage and optimize the CRM platform for collection processes, ensuring data integrity.
  
• Set up automated payment reminders (SMS, email, WhatsApp) and follow-up workflows.
  
• Integrate CRM with accounting/ERP software for real-time payment reconciliation.
  

3. Customer Communication & Follow-up

• Design and implement personalized communication plans for payment reminders.
  
• Assign and monitor follow-up tasks to the collection team for overdue payments.
  
• Address customer queries related to payment schedules, receipts, and dues.
  

4. Escalation & Recovery Process

• Identify delayed payments and initiate escalation protocols as per company policy.
  
• Coordinate with legal and recovery teams for default cases.
  
• Negotiate payment plans with customers to minimize defaults and maximize collections.
  

5. Team Leadership & Coordination

• Lead, train, and motivate the collections team to achieve monthly collection targets.
  
• Collaborate with sales, finance, and legal teams to streamline collections and customer service.
  
• Conduct regular performance reviews and reporting.
  

6. Reporting & Analytics

• Generate daily, weekly, and monthly reports on collections, overdue amounts, and recovery rates.
  
• Analyze payment patterns and provide insights to senior management.
  
• Recommend process improvements based on data and customer feedback.

Regards,

HR Team

G Square Groups

Vinoth@gsquarehousing.com