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Role: Account Manager

Experience: 2–4 years

Location: Mumbai

About the Role

We’re looking for an Account Manager to join the creative team at Digitas Mumbai . You’ll be the go-to person for day-to-day client management—helping shape briefs, coordinate with internal teams, and ensure work moves smoothly from idea to delivery.

You’ll work closely with strategy, creative, and tech teams to bring ideas to life across digital platforms. This role is perfect for someone who enjoys being at the intersection of ideas, execution, and relationships.

If you love good work, thrive on collaboration, and can balance detail with big-picture thinking, we’d love to meet you.

What You’ll Do

• Manage day-to-day client communication and build trusted relationships
• Help translate client needs into clear, actionable briefs for internal teams
• Coordinate timelines, budgets, and deliverables to ensure smooth project execution
• Partner with creative, strategy, and tech teams to deliver insight-led, integrated campaigns
• Keep an eye on the quality of work—ensuring it’s on-brand, on-brief, and on time
• Support senior team members on presentations, campaign planning, and new ideas

What You Bring

• 2–4 years of experience in account management at a digital or integrated agency
• A solid understanding of digital-first marketing, content, and brand communication
• Experience managing multiple projects and stakeholders at once
• Strong communication and organizational skills
• A collaborative, solution-oriented approach
• Curiosity about creativity, culture, and what makes brands connect with people

The role

Position: Account Manager

Contract type: Full Time

Reporting to: Head of Manning Office - India

Location: Mumbai - India

Role Overview :

As an Account Manager, you will be responsible for managing the financial operations of the India manning office, with a strong focus on crew-related accounts, payroll, budgeting, invoicing, and statutory compliance. Your role ensures financial accuracy, reporting integrity, and adherence to international maritime standards, local laws, and company policies. You will also support audits, streamline financial processes, and collaborate across teams to enable efficient crew management operations.

Key Responsibilities and Primary Deliverables

Financial Reporting & Reconciliation

• Maintain accounts records in line with accounting principles and statutory requirements.
• Prepare monthly recruitment fee calculations and reconciliation with London.
• Conduct monthly reporting to London and Singapore account team.
• Forecast fund disbursements and reconcile monthly invoices and remittances.
• Prepare annual fixed asset statements and reconcile with auditors.

2. Payments & Banking Operations

• Process vendor payments and prepare vouchers in Tally.
• Manage correspondence with banks for compliance and operational requirements.
• Reconcile remittances with principals, including exchange rate fixation with treasury.
• Coordinate with Zodiac London for seafarer allotments.
• Handle e-payments (TDS, PF, ESIC), issue TDS certificates, and calculate advance tax.

3. Statutory Compliance & Taxation

• Perform SWF & ITF Trust calculations and quarterly payments to NUSI/MUI.
• Ensure statutory compliance with TDS, GST, income tax returns, and annual filings.
• Manage PF, insurance, and labour law compliance for office staff.
• Oversee renewal of Shop & Establishment registrations and yearly LEI Code.

4. Audit & Internal Controls

• Prepare schedules and details for statutory and annual audits.
• Support auditors in scrutiny matters and ensure compliance with audit recommendations.

5. Administrative Accounting & Office Operations

• Maintain proper filing of monthly expense invoices, vouchers, and records.
• Review and manage annual maintenance contracts (AMCs) and vendor agreements.

Skills Profile

• Strong knowledge of accounting principles and financial reporting standards.
• Familiarity with maritime/shipping industry accounting practices, especially crewing and manning.
• Proficiency in Tally, QuickBooks, or ERP systems.
• Excellent organizational skills, attention to detail, and analytical thinking.
• Good communication and interpersonal skills for cross-functional collaboration.
• Ability to handle sensitive information with confidentiality.
• Strong time management and ability to meet deadlines under pressure.

Relevant Experience & Education

• Bachelor’s Degree in Accounting, Finance, or Commerce.
• Additional certifications such as CA-Inter, CPA, or equivalent are a plus.
• 2–5 years of accounting experience, preferably in shipping, maritime, or logistics industries.
• Experience in payroll, invoicing, compliance, and crew-related financial operations preferred.
• Knowledge of international remittance processes and Maritime Industry operations are desirable.

Due to the volume of applicants, it is with regret that only shortlisted candidates will be contacted.

1. Ensuring Monthly finalization and closing of Books & Supervising the team.
2. Handling Accounts Receivable, follow up, receivable ageing and monitoring.
3. Handling Vendor Payments and Accounts Payable process including salary and foreign payments.
4. General Ledger Maintenance & Scrutiny, Bank Reconciliations and Stock Reconciliation
5. Maintaining Fixed Assets Register and CWIP Register & Depreciation Calculations
6. Working on Export Incentive Viz RODTP and Duty Drawback
7. Supervising compliance with Income Tax, GST, P.F. and ESIC laws
8. Through knowledge of TDS and handling of Income tax assessment
9. Coordinating for resolving queries of Internal, Statutory and GST auditors
10. Tax Audit & income tax return filing.
11. Support on MIS Reporting
12. Maintenance of books of accounts of subsidiary companies
13. Knowledge of Advance Excel and Tally ERP

Role Summary

The core responsibilities of Account Manager for Strategic Account at Perfios can be broken down into key areas: Account Management, sales strategy development, Adoption & Account ecosystem, customer relationship management, Problem management and revenue growth.

Key Responsibilities:

Account Development

Manage PSU Accounts for Perfios with Strong business development, pipeline build & management, Relationship building & development, Escalation Management, Internal collaboration & Stakeholder management skills.

Sales Strategy Development

The Account Manager is responsible for developing a comprehensive sales strategy that aligns with the company's overall goals and objectives for a large account. This involves building a strong account plan for the Strategic Account, defining sales pipeline build plan, Planning to achieve sales targets, Collections and developing pricing propositions that are competitive and sustainable.

Additionally, the Account Manager must track account trends, competition, and customer needs to adjust the sales strategy as needed to maximize revenue growth, come up with innovative contracting models for large clients. Plan engagements without RFPs and work on nomination basis with the client by showcasing Perfios value proposition.

Adoption & Building a strong account ecosystem

The Strategic Account Manager is responsible for building a strong account system through a team of Sales, Solutioning, Customer Success, Product professionals or a strategic account to achieve sales targets, stronger adoption of Perfios Tech and drive revenue growth. This involves deep collaboration skills across teams, clear roles & responsibilities, managing extended teams and building a strong ecosystem of professionals managing the client for higher revenue performance, best account management & good P&L through collections.

Customer Relationship Management

The Strategic Account is responsible for building and maintaining strong relationships with clients through effective communication, customer support, and proactive engagement. This involves understanding the needs of the customer, providing solutions that meet those needs, and staying ahead of any potential issues or concerns. Should be proficient with Perfios pitch & value proposition for all the stakeholders across the client relationships. Should have the vision to get the Perfios pitch implemented through the teams as well as tailor make the pitch based on clients vision & strategy.

Revenue Growth

The Strategic account manager must be focused on revenue growth, which involves increasing sales volume, Month on Month revenue growth, New Engagements going live, improving pricing strategies, and identifying and capitalizing on new sales opportunities. This requires a deep understanding of the company's sales metrics,

including better adoption, Cross Sell/Upsell, average deal size, and sales cycles, which can be used to measure and track performance over time.

Required experience:

● Bachelor’s degree in Business/ Master’s degree will be plus but not mandatory.

● Minimum 5-10 years of experience in Key account management & sales experience to any Public Sector Banks in India is necessary + Understanding of Digital Lending Solutions and journeys ( will be useful)

● Good understanding in technology

● Exceptional communication and interpersonal skills, with the ability to build strong

● relationships with clients and internal stakeholders.

● Strong analytical skills and experience with customer success tools and metrics.

● Passion for delivering exceptional customer experiences and driving customer satisfaction

About Birlasoft Ltd.

Birlasoft combines the power of domain, enterprise, and digital technologies to reimagine business processes for customers and their ecosystem. Its consultative and design thinking approach makes societies more productive by helping customers run businesses. As part of the multibillion-dollar diversified CKA Birla Group , Birlasoft with its 12,500+ professionals, is committed to continuing the Group’s 161-year heritage of building sustainable communities.

Key Responsibilities:

• Relationship Management: Building and maintaining strong, long-term relationships with clients, acting as the primary point of contact.
• Sales Strategy: Developing and implementing strategic sales plans to achieve revenue targets and grow the business.
• Account Management: Overseeing all aspects of assigned accounts, including sales, service, and support.
• Revenue Generation: Identifying and pursuing new business opportunities within existing accounts, as well as generating new leads.
• Customer Satisfaction: Ensuring client needs are met, resolving issues, and providing excellent customer service.
• Performance Management: Monitoring sales performance, tracking key metrics, and reporting on account status.
• Internal Collaboration: Working with internal teams (e.g., sales, marketing, product) to ensure client needs are met and opportunities are maximized.
• Contract Negotiation: Negotiating contracts and agreements with clients.
• Product Knowledge: Maintaining a strong understanding of company products and services to effectively communicate their value to clients.
• Reporting: Providing regular reports on sales performance, account status, and market trends.

Required Experience:

• Experience of 5+ years.
• Excellent verbal and written communication skills are essential for building relationships, presenting information, and resolving issues.
• Strong interpersonal skills are needed to build rapport with clients, understand their needs, and foster trust.
• The ability to negotiate contracts and agreements effectively is crucial for securing deals and maximizing revenue.
• A key aspect of the role is identifying and resolving client issues, requiring strong problem-solving abilities.

Location : Mumbai .

Position Objective

This is a Hunting sales role, with focus on acquiring new logos and/or engaging with new stakeholders within existing accounts. High focus on developing business within new territories and account portfolio. In case of existing accounts – maintain relationship with key account executives for upselling and cross selling opportunities. Highly relationship driven and consultative selling skills required.

Essential Skills/Expertise

• 8-10 years of quota-carrying sales experience, along with strong written, analytical, and verbal communication skills.
• Understanding of sales fundamentals such as prospecting, needs assessment, proposal development and client presentations.
• Ideal to have a background in ICT/Technology sales or selling into Tech companies (Marketing & Business personas).
• Strong relationship driven & consultative sales approach.
• Establish a sales pipeline that will enable sales targets of existing and new accounts to be met each month.
• Establishing an account plan that establishes a high call rate of client contract that achieves a strong pipeline
• Understanding client requirements and ability to view a larger picture.
• Ability to work with senior level decision makers.

Characteristics/Traits

• Empathy
• Quick thinking.
• Highly creative.
• Entrepreneurial, Motivated and a self-starter.
• Strong verbal and communication skills. Able to carry oneself professionally. Should possess strong listening skills.
• Good team player with a positive attitude.
• Display the ability to learn to expand knowledge base.

Why IDC ?

IDG is a dynamic and innovative data, research, and services company at the forefront of guiding the global technology market ecosystem. Our mission is to help companies grow by putting technology insights into action, and empowering businesses to make better decisions and thrive in the digital-first age. IDC, the largest division of IDG, is the most respected global technology market research firm. Building upon terabytes of proprietary data, expert thought leadership, and existing digital products, IDC is creating new generative Artificial Intelligence (AI)-powered business lines that serve its customers in fundamentally new ways. In this newly created team, you will be exposed not only to expert tech strategy analysts, but also to product development teams going “from 0 to 1”.

About IDC: International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications and consumer technology markets. IDC helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1,100 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries worldwide. For 50 years, IDC has provided strategic insights to help our clients achieve their key business objectives. IDC is a subsidiary of IDG, the world's leading technology media, research, and events company.

IDC is an Equal Opportunity Employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, handicap, race, color, religion, gender, gender identity and expression, ancestry, national origin, age, genetic.

• Bachelor's degree in Business, Marketing, or a related field.
• 3-5 years of experience in account management or a similar client-facing sales role.
• Proven ability to manage client relationships and drive customer satisfaction.
• Excellent communication, presentation, and interpersonal skills.
• Strong organizational and time management abilities.
• Proficiency in CRM software.
• Ability to work effectively in a hybrid work environment.
• Demonstrated problem-solving skills and a customer-centric approach.

Roles & Responsibilities:

Financial Reporting:

• Prepare accurate and timely financial statements, including balance sheets, income statements and cash flow statements.
• Ensure compliance with accounting standards (e.g., GAAP, IFRS) and company policies.
• Assist in month-end and year-end closing processes.
• Provide analysis of financial performance and recommend corrective actions when needed.

Budgeting and Forecasting:

• Develop and maintain annual budgets and financial forecasts.
• Monitor financial performance against the budget, providing variance analysis.
• Assist in long-term financial planning and capital management.

Accounts Management:

• Oversee accounts payable and accounts receivable processes to ensure accuracy and timeliness.
• Reconcile accounts and resolve discrepancies between ledgers.
• Ensure timely collection of outstanding payments and manage credit control.

Taxation and Compliance:

• Ensure timely filing of tax returns, including sales tax, VAT and corporate tax.
• Keep up-to-date with relevant tax laws and regulations to ensure compliance.
• Coordinate with external auditors for annual audits and financial reviews.

Team Leadership and Development:

• Supervise and mentor junior accounting staff.
• Provide training and guidance to the team on accounting procedures and best practices.
• Manage team performance, including setting goals and conducting evaluations.

Cash Flow Management:

• Monitor and manage the companys cash flow to ensure liquidity.
• Oversee bank transactions and cash reconciliations.

Internal Controls:

• Establish and maintain internal controls to safeguard company assets.
• Ensure compliance with financial regulations and company policies.
• Identify areas for improvement in financial processes and implement solutions.

Required:

• Experience required in overseeing budgets for client accounts, ensuring that projects are delivered on time and within financial constraints.
• Expertise in financial software (e.g., Odoo, Zoho , QuickBooks, Tally) and ERP systems.
• Excellent analytical and problem-solving skills.
• Strong leadership and communication abilities.
• Thorough understanding of import/export regulations and taxation policies.
• Bachelors degree in Accounting, Finance, or related field (Masters or CPA/CFA preferred).