CRM – Payment Follow-Up Executive
Company: Babu Tex
Location: Ring Road, Surat, Gujarat
Job Summary
We are looking for a CRM – Payment Follow-Up Executive who has strong experience in the textile industry and is confident in handling customer communication, outstanding payment follow-ups, and payment collection coordination.
The ideal candidate should be comfortable using Equal Software. Candidates with experience in similar ERP/accounting software such as Tally, Empire, Boss, or other relevant software may also be considered.
Key Responsibilities
Follow up with customers for pending and overdue payments through calls and WhatsApp.
Maintain regular communication with customers regarding outstanding invoices and payment commitments.
Track receivables, outstanding amounts, due dates, and payment status.
Coordinate with the accounts and sales teams regarding payment collections.
Maintain accurate customer-wise payment follow-up records.
Update payment status and customer commitments in Equal Software / ERP / Accounting Software.
Resolve basic customer queries related to invoices, outstanding balances, and payment status.
Prepare and share outstanding/payment follow-up reports with management.
Ensure timely follow-up on overdue accounts and escalate delayed payments when required.
Maintain professional relationships with textile clients and customers.
Required Skills
Mandatory: Textile Industry Experience
Strong experience in Payment Follow-Ups / Collection Coordination / Receivables.
Good communication and negotiation skills.
Comfortable making regular customer calls for payment follow-ups.
Good knowledge of customer ledger and outstanding payment tracking.
Experience with Equal Software is preferred.
Candidates with Tally / Empire / Boss / similar ERP or accounting software experience can also be considered.
Basic Excel knowledge.
Strong follow-up skills and persistence.
Ability to maintain proper records and follow up until payment closure.