Team Lead/AM/Manager - Collection

Team Lead/AM/Manager - Collection

• Maintain control over outstanding amounts by ensuring at least 90% monthly collection and reducing overall outstanding.
• Monitor and track daily, weekly, and monthly collection activities and team performance.
• Set collection targets, allocate accounts, and ensure the team achieves recovery goals.
• Follow up on outstanding client payments, send reminders, letters, and notices, and handle escalations or disputes professionally.
• Maintain accurate MIS, collection sheets, weekly/monthly reports, and ensure timely submission of all required documentation.
• Reconcile outstanding amounts with clients along with Sales, resolve discrepancies, and minimize the need for credit notes.
• Ensure timely invoice submission, collect PO numbers, and process client invoices accurately.
• Develop and implement effective collection strategies to improve recovery and reduce delays.
• Coordinate with Support, Sales, Accounts, and Tech teams for smooth operations and accurate event updates on the portal.
• Monitor, guide, and motivate team members, ensuring completion of all assigned tasks daily.

Major Duties :

• Achieve the monthly collection targets.
• Ensure all invoices are accurately and correctly raised.
• Coordinate invoice customization with the support team as required.
• Assist the team in achieving their collection targets.
• Visit client sites when necessary.
• Motivate and guide the team to achieve assigned targets.

Key Skills

• Strong communication skills
• Customer relationship management
• Problem-solving and decision-making
• Knowledge of billing, invoicing, and collection processes
• Ability to analyze outstanding dues and payment trends
• Professional and polite behavior
• Proficiency in MS Office Excel