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CA- CSM Professional


Cleartax


Location

Delhi | India


Job description

As an Engagement Manager in the Customer Success Team, youll 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 Clears 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 t his 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)


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