Cleartax - Solution Consultant - Chartered Accountant

Solution Consultant- Chartered Accountant

About Clear:

The journey of simplicity throughout the last decade, Urged us to make things clear so that it's easier done than said.

Clear today is India's leading fintech SaaS platform, serving 3K+ enterprises, 6L+ SMEs, and 5M+ individuals, with our ITR, GST, e-Invoicing products, and more. While the journey has not been easy, it has been transforming.

Founded in 2011, the decade-long journey of ClearTax defines growth. Starting with just 3 tech products related to tax and filing, we now build mobile and web-based SaaS products for invoices, taxes, payments, and credit and augment them with strong advanced analytics and artificial intelligence.

We are also a Series C-funded startup with a strong team of 1000+ members, and as we continue to evolve into a world of new-financial solutions, we're looking for individuals with perspectives to join our team.

About the Role:

- As an Engagement Manager in the Customer Success Team, you'll be responsible for ensuring positive experience for our high valued customers.

- You will leverage your expertise on the GST domain and understanding of our product/service offerings to provide effective support and guidance to customers, and ultimately drive greater customer satisfaction, retention, and revenue growth for the company.

What will you do?

- Manage the entire customer lifecycle for LC and VLC clients - onboarding, planning and implementation, deployment and ongoing usage.

- Proactively connect with senior executives at the customer end to understand challenges faced by them.

- Visit customer basis schedule 2-3 days prior to usage to gauge readiness and support that will be required on first usage.

- Solve problems for customers (via our product) on GST/e-invoicing/Integration/Max ITC and various other product.

- Drive product adoption and ensure exceptional user experience.

- Review with Delivery leadership and Sales team on Clear's performance, issues and client success (prior to the delivery review meeting with Client).

- Closely work with product teams to enable constant improvement in product features basis inputs from clients.

- Develop and execute Client specific Quarterly Business plans to enable KAM/Sales to cross-sell and improve value delivery to clients.

- Develop an understanding of client business and processes and help in optimizing the usage of Clear Products more efficiently to drive value.

What will make you successful?

- You should be a qualified CA and have an experience of 3-4 years working in the GST domain.

- Your people-centric approach and the ability to thrive in a fast-paced environment will see you succeed in this role. You must have great communication and presentation skills. You should be good at Problem-solving and driving change management working with client teams.

- You must show a deep understanding of customer problems and collaborate with internal stakeholders to keep our customers satisfied at all times.

Great to have:

- Experience in filing through Clear Portal.

- Experience filing through the government portal.

- Deep domain knowledge of Compliance processes (GST, TDS) and Accounts Payable with ability to guide end-to-end filing process for compliance.

- Strong program management skills.

- Ability to connect with CXO/CXO-1 (CFO, Tax heads etc).