Cleartax - Client Engagement Role - CA

Client Engagement Role - Chartered Accountant

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 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 improving value delivery to clients

- Develop understanding of client business and processes and help in optimizing 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. Yourpeople-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 haves

- Experience in filing through Clear Portal

- Experience filing through 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)