About Clear

At CLEAR(formerly known as ClearTax), we have simplified the financial lives for all Indians. We make delightful tax-based SaaS and financial service products for businesses and individuals which helps them save money and time. We are trusted by over 6 million Indians, more than 50,000 tax professionals, 1 million small businesses and 3,000 large enterprises.

For small and large businesses, our product suite covers invoicing, GST, a range of managed services and credit. For tax professionals, we offer comprehensive GST, Income Tax and TDS solutions. For individuals, we offer tax and wealth management solutions.

With the Series C round, we have raised $140 million in equity capital since inception. We have built rich platforms for GST, e-Waybill, e-Invoicing, ITR and TDS much ahead of the curve in Indias business digitization journey. We now see a material part of our country's trade with $200B worth of invoices flowing every year.

It is still day one for us as our goal is to scale 10x to 6 million businesses. For the same, we are going mobile-first for all our customer segments and building credit, payments, insurance, network and business discovery engines on our core platform. Now we are on a mission to cater to the clients across the globe in e-invoicing, reconciliation which will help companies compliant to the local tax regulations.

Our investors include Y Combinator, Composite Capital, Elevation Capital, Sequoia Capital, Founders Fund, Stripe and Kora Capital.

About the Role The CSM in the customer success team is responsible for ensuring positive experience for our high valued customers.



You will leverage your expertise on the Tax/AR/AP 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. This team ensures that all our customers are activated and successful.

Key Responsibilities

Customer Onboarding & Engagement:

- Understand Customers business and program objectives
- Assist in onboarding current customers by guiding them through the product setup and best practices.
- Conduct training sessions and create user-friendly documentation for clients.
- Address customer inquiries and ensure a seamless transition into our platform.

Customer Support & Issue Resolution:
- Proactively connect with senior executives at the customer end to understand challenges faced by them
- Work closely with the support team to resolve client issues in a timely manner.
- Escalate technical concerns to relevant teams and follow up for resolution.
- Maintain a knowledge base of FAQs and troubleshooting guides.

Account Management & Retention:
- Track customer usage and proactively engage to improve adoption.




- Collect feedback from users and share insights for product enhancements.
- Develop and execute Client specific Quarterly Business plans to enable KAM/Sales to cross-sell and improve value delivery to clients
- Develop understanding of client business and processes and help in optimizing usage of Clear Products more efficiently to drive value
- Help build loyalty by creating an excellent relationship with the customers

Process Improvement & Documentation:
- Assist in refining customer success processes.
- Maintain CRM records and ensure data accuracy.
- Support the creation of reports and dashboards for customer health metrics.
- Review with Delivery leadership and Sales team on Clears 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

Preferred Qualifications And Skills
- 2-4 years of experience in Customer Success Manager role for any product
- Knowledge of Invoicing/accounts receivables/accounts payable processes is preferred
- Experience working with clients in the technology or SaaS industry is preferred
- Experience working with international(GCC or Europe or NA) clients is preferred
- Fanatical about customer success and tenacious at driving long-term customer value
- Flexibility to adapt with the demands of the business
- Self-starter with a proven track record of driving customer success at all levels.
- Good at Handling stressful situations and deadline pressures well

📌 Customer Success Manager -Enterprise Accounts (Bengaluru)
🏢 Cleartax
📍 Bengaluru