Accounts & Customer Account Management Executive

Location: Vasanthanagar

Company:  Certify Me
Role Type:  Individual Contributor (IC)

Location:

Whitefield, Bengaluru – Work From Office (WFO)

Working Hours:

Monday to Friday, 9:00 AM to 6:00 PM

Experience:

0.6–2 years

Employment Type:

Full-time

About the Role:

Certify Me is looking for a detail-oriented and proactive  Accounts & Customer Account Management Executive  to manage customer accounts, revenue recognition, accounting activities, and general administrative responsibilities.
This is an  Individual Contributor role  requiring the candidate to independently manage assigned Certify Me customer accounts, coordinate with customers and internal teams, and ensure that financial and administrative activities are completed accurately and on time.

Key Responsibilities:

Customer Account Management
Manage day-to-day account-related activities for assigned  Certify Me customers .
Act as a key point of contact for customers regarding account, billing, payment, and documentation-related matters.
Maintain accurate customer account information, contracts, billing details, invoices, and payment records.
Monitor customer account status, outstanding balances, renewals, billing requirements, and other account-related activities.
Coordinate with customers to obtain required information, documents, confirmations, and approvals.
Follow up on pending invoices, payments, discrepancies, and other account-related issues.
Build professional and responsive relationships with Certify Me customers.
Coordinate internally with Finance, Operations, Sales, and Management to resolve customer account issues.
Revenue Recognition
Manage and support  revenue recognition for Certify Me customers .
Review customer contracts, invoices, transactions, and supporting documentation.
Ensure customer revenue is properly tracked, recognised, and reconciled.
Maintain revenue recognition schedules and customer-level revenue trackers.
Reconcile recognised revenue with invoices, customer accounts, and accounting records.
Identify discrepancies and coordinate with relevant teams to resolve them.
Support month-end revenue recognition and closing activities.
Accounts & Finance
Manage day-to-day accounting activities related to customer accounts.
Maintain accounts receivable records and monitor customer outstanding balances.
Prepare and track invoices and payment-related documentation.
Perform account and bank reconciliations as required.
Track collections and follow up on overdue payments.
Maintain accurate ledgers, financial records, and supporting documentation.
Assist with accounts payable and other finance activities when required.
Coordinate with external accountants, auditors, tax consultants, or finance partners as required.
Prepare finance and customer account reports for management.
General Administration & Operations
Handle general administrative and operational activities as assigned.
Maintain internal records, trackers, documents, and databases.
Prepare reports and summaries for management.
Coordinate meetings, follow-ups, emails, and documentation.
Support other business and operational activities as required.
Take ownership of ad-hoc tasks and time-sensitive requirements.
Requirements
0.6–2 years of experience  in accounting, finance, customer account management, operations, administration, or a similar role.
Basic understanding of accounting, invoicing, accounts receivable/payable, and reconciliations.
Understanding of customer account management and billing processes.
Willingness to learn and manage  revenue recognition  activities.
Good working knowledge of  MS Excel/Google Sheets  and accounting or ERP software.
Strong attention to detail and numerical accuracy.
Good written and verbal communication skills.
Strong customer handling and follow-up skills.
Ability to independently manage multiple customer accounts and priorities.
Comfortable working from an office and coordinating with customers and internal teams.
Proactive, dependable, organised, and willing to take ownership.
What Success Looks Like:
The successful candidate will ensure that:
Certify Me customer accounts are accurate, updated, and well managed.
Customer billing and payment follow-ups happen on time.
Revenue recognition is accurate and…