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CRM & Collection Executive

SOL Properties

New
🇬🇧 English
Salesforce Proforma Invoices Payment documentation Payment Receipts CRM systems Third-Party Payment Undertakings MS Excel

Job description

About the role

We are looking for a CRM & Collection Executive to manage payment collections, CRM records and customer handover processes for our real‑estate projects in the UAE. The role requires strong coordination with sales, finance, customer care and external partners.

Key responsibilities

  • Follow up overdue payments via email, phone and WhatsApp, maintain collection trackers and provide regular reports to management.
  • Generate and verify proforma invoices, payment receipts and third‑party payment undertaking letters, ensuring accurate documentation in Salesforce.
  • Coordinate customer handover activities, including DEWA and chiller registrations, and liaise with building management for appointment scheduling.
  • Support mortgage financing requests, work with banks and internal teams to facilitate approvals and cheque processing.
  • Maintain and improve Salesforce data, report system bugs and assist in implementing new CRM automations.

Required profile

  • 5‑7 years of UAE real‑estate experience in CRM, collections or post‑sales operations.
  • Hands‑on experience with Salesforce or a similar CRM platform.
  • Strong knowledge of SPA payment schedules, SOA, proforma invoices and payment documentation.
  • Excellent communication and follow‑up skills across multiple internal departments.

Required skills

  • Salesforce
  • Proforma Invoices
  • Payment documentation
  • Payment Receipts
  • CRM systems
  • Third‑Party Payment Undertakings
  • MS Excel

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Published 6 hours ago

Expires 1 month from now

7 views · 0 interested

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SOL Properties