Client Relationship Manager (Tax and Finance Focus)

Posted Yesterday
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Girgaon, Mumbai, Maharashtra, IND
In-Office
Mid level
Financial Services
The Role
Manage relationships with client tax and finance teams, analyze AS-IS processes, propose GST and financial automation solutions, provide product feedback, drive upsell and new business with Fortune 500 clients, collaborate with sales/product/engineering, and support implementation, strategic reviews, and negotiations.
Summary Generated by Built In
Role: Client Relationship Manager (Tax and Finance Focus)

Location: Mumbai or Gurgaon
Reporting To: Leadership team
Role Type: Full-time

We are seeking dynamic Chartered Accountants (CAs) or MBA Finance professionals to join us as Client Relationship Managers, working with some of the world’s largest corporations to redefine their financial processes. This role combines relationship management, business analysis, and strategic solutioning, with the goal of driving client satisfaction and product innovation.

Key Responsibilities

1. Relationship Management:
• Partner with client tax and finance teams, spending time onsite to understand their challenges and build strong, trust-based relationships.
• Act as a trusted advisor, ensuring exceptional service and satisfaction.
• Represent Finkraft.ai as a thought leader in GST and financial automation.

2. Business Analysis and Solutioning:
• Analyze client AS-IS processes to identify inefficiencies and pain points.
• Propose tailored solutions leveraging Finkraft’s technology to optimize GST compliance and credit.
• Provide structured feedback to product teams in Bangalore to drive product refinement and innovation.

3. Farming and Hunting:
• Farming: Drive deeper engagement with existing Fortune 500 clients, identifying opportunities to upsell or cross-sell additional solutions.
• Hunting: Engage with prospective clients to expand Finkraft’s footprint in large enterprises.

4. Collaboration:
• Work closely with cross-functional teams, including sales, product, and engineering, to ensure seamless client experience.
• Partner with clients to ensure smooth implementation and adoption of Finkraft solutions.

5. Strategic Execution:
• Deliver strategic insights to internal teams on market trends and client needs.
• Actively participate in client review meetings and negotiations, representing Finkraft’s value proposition.

Requirements
Desired Qualifications:
• Professional Expertise:
• Chartered Accountant (CA) or MBA in Finance from a reputed institution.
• 4+ years of experience in client-facing roles, preferably in corporate finance, taxation, or enterprise solutions.
• Skills:
• Strong communication and relationship-building abilities.
• Analytical mindset to assess and improve client processes.
• Ability to manage large corporate accounts while driving strategic outcomes.
• Knowledge:
• Expertise in GST compliance, financial automation, and corporate taxation.
• Experience with SaaS solutions or financial technology is a plus.

Benefits

Why Join Us?

• Collaborate with industry leaders in corporate travel and GST optimization.
• Work alongside Fortune 500 clients such as Tata Group, Coca-Cola, Abbott, and more.
• Be part of a team that’s ‘Made in India, Built for the World’, scaling globally by 2030.
• Competitive salary, performance incentives, and a fast-track career path.

How to Apply:

If you are a proactive Chartered Accountant with expertise in GST and a passion for tackling fintech-specific challenges, we’d love to hear from you. Send your resume and references to [email protected]

Join Finkraft.ai to be part of a dynamic and future-ready team!



Skills Required

  • Chartered Accountant (CA) or MBA in Finance from a reputed institution
  • 4+ years of experience in client-facing roles (corporate finance, taxation, or enterprise solutions)
  • Strong communication and relationship-building abilities
  • Analytical mindset to assess and improve client processes
  • Ability to manage large corporate accounts and drive strategic outcomes
  • Expertise in GST compliance, financial automation, and corporate taxation
  • Experience with SaaS solutions or financial technology
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The Company
Mumbai, Maharashtra
28 Employees

What We Do

We are called FinKraft. What do we do? FinKraft - Krafting reliable automated solutions to make complex business processes easier. How do we do it? The process of gathering information, collecting data from various sources and reconciling records is a very painstaking and complex process. With FinKraft, companies need not worry about any of it. We have built a robust automated SaaS platform to help our clients with these processes and eliminate human error. One of the first use cases we have mastered is GST credit on travel expense for corporate India. “Capgemini” saves one million dollars annually using our tool. This marked the beginning of our continuous innovation. We aim to make a difference across industries. A few of our other clients include: Consulting- Mckinsey, Boston Consulting Pharma- Abbott, Sun Pharma Retail- Ikea, Godrej, Benetton Government- WHO, World Bank, US Embassy Banking- American Express, Kotak Industrial- Emerson, Schneider Others- WPP Group, Hershey’s, Tata’s Our Robotic Process Automation (RPA) system makes the process of the extraction of information from emails, websites and other portals more convenient than ever before. Post extraction, our system will also help you read and extract data, reconcile and create actionable real-time dashboards. Strong archiving with an excellent document management system for quick and easy retrieval. Inconsistency and errors in the data are highlighted by our portal to help clients take appropriate measures at the right time. This saves time, money, and enables companies to get error-free reports in just a click!

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