About the Role:
In this role you will act as the Finance counterpart to Sales and the CRO office, you will own pricing governance on every non-standard deal and drive end-to-end receivables recovery across our global entities. You'll manage a growing collections portfolio, build CleverTap's deal desk playbook from the ground up, and lead a direct report from day one.
What will you do:
Strategic Business Partnering
Partner with Sales, Customer Success, Marketing, and Revenue Operations leaders to drive strategic business decisions.
Translate financial insights into actionable recommendations that improve business performance.
Support annual planning, budgeting, forecasting, and long-range financial planning.
Commercial Finance & Deal Desk
Lead the Deal Desk process by reviewing complex commercial deals, pricing, discount structures, payment terms, and contract profitability.
Partner with Sales, Legal, and Revenue Operations to ensure deals align with company policies and financial objectives.
Provide financial guidance on large enterprise transactions and strategic customer negotiations.
Analyze revenue performance, pipeline conversion, operating expenses, and key SaaS metrics.
Revenue & Collections
Partner with Accounting and Accounts Receivable teams to improve collections, reduce outstanding receivables, and strengthen cash flow.
Monitor customer payment trends and recommend actions to improve working capital.
Track bookings, billings, ARR, revenue realization, and cash collections.
Process Improvement
Identify opportunities to automate and improve financial reporting and commercial workflows.
Partner with Finance Systems and Revenue Operations to optimize quote-to-cash processes.
Drive scalable financial controls and governance as the business grows.
What are we looking for?
Must Have:
4 to 6 years of experience in FP&A, Commercial Finance, Business Finance, or Strategic Finance.
Qualified Chartered Accountant (CA) with active professional membership
Experience partnering with Deal Desk, Sales Operations, or Revenue Operations teams.
Strong understanding of SaaS business models, subscription revenue, ARR, bookings, renewals, and revenue recognition.
Advanced financial modeling and analytical skills.
Excellent communication and stakeholder management abilities.
Good to have:
Knowledge of collections, accounts receivable, and working capital management.
Familiarity with SaaS metrics including ARR, MRR, NRR, CAC, LTV, pipeline conversion, and gross margin.
Who will you report to: Associate Director - Finance
Why join us
Contribute to a product backed by 11 technology patents, showcasing industry-leading innovation.
You are passionate about technology and its impact on the high-growth mobile technology space
Power personalized engagement at scale, processing over 30 billion events daily and reaching 3+ billion devices worldwide.
Flourish in an Environment that Nurtures Growth and Curiosity
Learn More
Get to know us better before you apply!
Check out our product documentation, engineering blog, and customer stories to see how we work and what we value.
Clever.AI
CleverTap Developer Documentation
Blogs
TesseractDB™
CleverTap Product Demo
About CleverTap:
CleverTap is the world’s leading AI-first, all-in-one customer engagement and retention platform, redefining how brands build lasting customer relationships in the Agentic era. Powered by its proprietary CleverAI™ Decisioning Engine and the Agentic Universe, CleverTap enables autonomous, real-time decision-making that helps organizations deliver 1:1 individualized experiences at scale while maximizing ROI.
Its unified platform brings together an AI-native Personalization Engine, automated Journey Orchestration, its proprietary Customer Data Platform – TesseractDB™, and deep customer and product analytics to power truly intelligent, self-optimizing engagement across channels including mobile, web, email, SMS, WhatsApp, and more. By seamlessly connecting data, insights, and activation, CleverTap ensures every interaction is contextual, coordinated, and conversion-driven.
Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Personalization Engines and a Strong Performer in The Forrester Wave™, CleverTap is at the forefront of the shift from campaign-led marketing to agent-led growth. Trusted by more than 2,000 global brands including IKEA, Tesco, Burger King, Levi’s, Decathlon, Domino’s, 7-Eleven, Jio, Grab, Carousell, and Emirates NBD, CleverTap helps businesses drive measurable growth through meaningful, autonomous customer engagement.
Backed by Accel, Peak XV Partners, Tiger Global, CDPQ, and 360 One, CleverTap has 600+ employees across offices in the US, Europe, the Middle East, Asia, and LATAM.
For more information, visit https://clevertap.com/ or follow us on Linkedin and X.
Join us in shaping the future of engagement.
CleverTap is dedicated to establishing an inclusive culture that welcomes individuals from diverse backgrounds, encouraging them to contribute their unique perspectives to our workplace.
CleverTap Bengaluru, Karnataka, IND Office
Awfis, 6th Floor, Valence Block, Prestige Technology Park III, Marathahalli Ring Road, Outer Ring Rd, Bengaluru, Karnataka, Bengaluru, India, 560103
