Client Relationship Executive -Event-Surat-Upto 20k

Role Objective:

• The CRE is not the primary client-facing role during closing.Instead, you step in post-closing to ensure smooth payment follow-ups, milestone-wise collections, and timely reporting until all dues are cleared.The role requires consistent coordination with Finance and Client Servicing to ensure transparency and trust at every step.

Key Responsibilities:

• Timely Event Updates & Relationship Follow-ups

  • Share structured status updates (weekly, daily during show week, and post-event closure).

  • Draft soft-spoken, trust-building notes with clear next steps and dates.

  • Always close updates with a confirmation line (e.g., “May I mark this as approved/received?”).

• Payment Collections

  • Ensure milestone-wise payment collection, strictly within timelines.

  • Share invoices/UTRs promptly; maintain a clear audit trail.

• Bills & Accuracy

  • Coordinate invoice/bill generation with Accounts.

  • Align with Client Servicing for final deliverables and closing amounts (ensure written approvals).

• Records Management

  • Maintain email/WhatsApp summaries and approvals.

  • Avoid verbal-only commitments; always document.

• Escalation Handling

  • Proactively flag ageing, disputes, or documentation gaps.

  • Escalate per the defined internal approval/escalation matrix.

Embedded Follow-up SOP (Relationship-First Approach)

• Cadence

  • D0: Thank-you & summary

  • D3: Gentle nudge

  • D7: Reminder + offer help

  • D10: Firm, solution-oriented reminder

  • D15: Escalation with full context

• Tone: Soft-spoken, respectful, solution-driven.

• Clarity: Always mention invoice no., amount, due date, next step, and your availability.

• Documentation

  • CC Finance + CS on emails.

  • Send WhatsApp summaries if needed.

  • File UTR/screenshot immediately after client’s payment.

Reporting To:

• Finance Department (Cost Controller + Accounts)

Alignment:

• Touch points with Growth Head

• Coordination with Client Servicing (CS)

Workflow (Clarity):

• Client Servicing (CS): Manages client till closing

• Dream Weaver + Production: Executes event deliverables

• CRE: Engages post-closing until final payment clearance

Must-Have Skills:

• Excellent communication: Soft-spoken, polite, and professional (English/Hindi; Gujarati preferred).

• Strong Client Relationship Management: Rapport-building, tactful negotiations, expectation-setting.

• Ownership-driven with strong documentation discipline.

• Tech-savvy: Comfortable with Google Docs, Sheets, Excel, and professional WhatsApp/email etiquette.

• Experience: 1-2 years in client coordination/collections (preferably in events, agencies, or finance coordination).

• Polite, consistent, and well-documented follow-ups.(Must)

• Timely payment collections (milestone-wise, as scheduled.(Must)