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CA- CSM
ClearTax
posted 5mon ago
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Job Description
- 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)
Employment Type: Full Time, Permanent
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Flexible timing
Monday to Friday
No travel
Day Shift
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