Senior Manager - Business Finance

Posted 16 Days Ago
Be an Early Applicant
Mumbai, Maharashtra, IND
In-Office
Senior level
Cloud
The Role
Lead commercial finance and deal desk activities as finance counterpart to Sales/CRO. Drive pricing governance for non-standard deals, manage collections and receivables recovery, support planning and forecasting, analyze SaaS revenue and metrics, improve quote-to-cash processes, and build scalable financial controls. Manage and mentor a direct report.
Summary Generated by Built In

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.

Skills Required

  • 6+ years of experience in FP&A, Commercial Finance, Business Finance, or Strategic Finance.
  • Qualified Chartered Accountant (CA) with active professional membership, or an MBA in Finance.
  • 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.
  • Knowledge of collections, accounts receivable, and working capital management.
  • Familiarity with SaaS metrics including ARR, MRR, NRR, CAC, LTV, pipeline conversion, and gross margin.
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The Company
HQ: San Francisco, CA
471 Employees
Year Founded: 2013

What We Do

CleverTap is the modern, integrated retention cloud that empowers digital consumer brands to increase customer retention and lifetime value. CleverTap drives contextual individualization with the help of a unified and deep data layer, AI/ML-powered insights, and automation enabling brands to offer hyper-personalized and delightful experiences to their customers. 1,200+ customers in 60+ countries and 10,000+ apps, including Gojek, ShopX, Canon, Mercedes Benz, Electronic Arts, TED, Jio, Premier League, TD Bank, Carousell, Papa John’s, and Tesco, trust CleverTap to achieve their retention and engagement goals, growing their long-term revenue. Backed by leading venture capital firms, including Sequoia, Tiger Global Management, and Accel, the company is headquartered in Mountain View, California, with offices in Mumbai, Singapore, Sofia, São Paulo, Bogota, Amsterdam, Jakarta, and Dubai. For more information, visit clevertap.com

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