Finance Operations Executive
- Hostin Services
- 0 - 2 years
- Pune
- 2 months ago
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Job Description
Job Description:
- FinOps Executive will be primarily responsible for providing customer care via Phone Call, Email, Online Trouble Ticket system and Web Chat. Also, S/he will be responsible for handling any visitors. S/he would be responsible for queries related to - Company, It's Products and Services, New Orders, Renewals, POs and Vendor Registration, Billing & Collections.
Roles and Responsibilities:-
- Answer Calls / Requests professionally to provide information about Company, its Products and Services. S/he will be the first point of contact and first impression of business.
- Answer basic sales related queries, and forward technical queries/advance sales related queries to Pre-sales Team / Sales Team.
- Keep records of client information, create/ validate client accounts in freedom and file / share new client related documents, Vendor registration or Tax formalities related documents.
- Maintain the database provided up-to-date in the recommended format. Getting billing responsibility letter/ POs signed and stamped from clients and maintaining them in a file.
- Validate and process new orders and renewals. Coordinate with technical team to complete order processing and make sure that account information is emailed to customer. Follow up on pending orders. Generate invoices for processed orders.
- Handle billing related tasks such as getting or following up clients on email/call for POs/ROs, raising appropriate invoices as per released POs, sending invoices to client as soft copy as well as hard copy. Submit invoices to online billing portal specific to client.
- Collection for past due invoices , regular followup for keeping the billing cycle smooth. Sharing ledger and due invoices list , preparing and sharing XL sheets with clients , applying TDS info to the ledger. Ensure all clients remain informed on their outstanding debts and deadlines.
- Catering to clients address change, GST info change etc. with proper initial check. Coordination with company C.A. in case of TDS or GST related clients queries and replying back to client with the solution.
- Sending daily renewal reminders via email or phone to clients. Making client aware of new renewal options/cost for new plans as and when needed.
- Coordinate and confirm with Technical Team to Terminate expired services, Ad-hoc Clients service cancellation / termination. Expire Services in Freedom accordingly
- Taking monthly review of clients accounts where large dues are there and insisting client to clear the dues urgently. Identifying such clients and inform seniors regarding that.
- Identify and assess clients needs to achieve Customer Satisfaction.
- Maintain relationships with clients by up-selling / cross-selling; researching and recommending new opportunities; recommending profit and service improvements.
- Add & manage Sales Enq. in Sales CRM and OEM Portals such as APN, PartnerCentral, Google Advantage etc.
Skills Required:
- Excellent convincing skills
- Experience in a CRM role/ tele-sales will be preferable
- Strong interpersonal skills both written and verbal
- Excellent communication and presentation skills
- Strong organizational skills.
Compliance and Coordination
- coordinate with internal and external stakeholders for TDS, GST, MSME interest related queries.
Job Classification
Industry: IT Services & ConsultingFunctional Area / Department: Customer Success, Service & OperationsRole Category: Customer Success, Service & Operations - OtherRole: Customer ServiceEmployement Type: Full timeContact Details:
Company: Hostin ServicesLocation(s): Pune+ View Contact
Keyskills: Finance Operation Financial Operations TDS Gst Customer Service Operations Billing Collection
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₹ 1-2.5 Lacs P.A
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