CleverTap—Associate – Finance Operations

Job description

Description: About the Role : Employment Type: Fixed-Term Contract – 1 Year (Extendable / Convertible to Full-Time) We are looking for an Associate – Finance Operations (Fin-Ops) to own the commercial and billing operations supporting our customer dashboard. In this role, you will work closely with Finance, Sales, Sales Operations, Product, and Engineering to ensure accurate account provisioning, billing, usage tracking, and revenue operations across 1,300+ customers and a high volume of trial accounts. The role requires strong attention to detail, comfort working with large datasets and systems, and the ability to translate commercial contracts into accurate billing and operational inputs. You will also play a key role in strengthening controls and building scalable, repeatable processes. This is a hands-on, high-ownership role suited to someone who enjoys working with numbers, systems, contracts, and cross-functional stakeholders. What will you do : Dashboard & Account Provisioning - Own the end-to-end setup, modification, and maintenance of customer accounts on the CleverTap dashboard. - Create trial accounts for prospects and provision plans, add-ons, and other commercial configurations for existing customers. - Manage and close SFDC cases within the defined 24-hour resolution SLA. - Test commercial and billing modules for new product and feature launches to ensure accurate billability and a seamless customer experience. Billing, Overages & Revenue Accuracy - Calculate MAU overages and ensure timely charging for credit-card customers. - Track email and WhatsApp usage overages, notify customers, and ensure charges are raised and collected on time. - Conduct due diligence on closed-won contracts and order forms, identifying billing-relevant commercial terms and ensuring accurate handover to invoicing and systems teams. - Validate IACV calculations and ensure alignment with signed contracts and previously agreed ACV. - Perform regular reconciliations to identify and resolve billing or revenue discrepancies. Reporting & MIS - Prepare and circulate the monthly C4S report to the C4S team. - Prepare monthly data-usage reports covering MAU, data points, containers, MME, and other relevant metrics for the Billing team. - Publish the monthly self-serve report. - Maintain accurate operational data and support ad-hoc reporting and analysis as required. Stakeholder Management - Partner with Product and Engineering teams to investigate and resolve dashboard and billing-module issues. - Support Sales and Sales Operations with dashboard queries, overage calculations, and invoice-related questions for credit-card customers. - Work cross-functionally to resolve open items within agreed timelines. - Communicate clearly with internal and external stakeholders, keeping a strong customer-first approach. What are we looking for ? - Graduate degree in Commerce, Finance, Accounting, or a related discipline. - 3–6 years of experience in finance operations, revenue operations, billing, order-to-cash, or a similar function. - Experience in the SaaS or technology industry is strongly preferred. - Advanced Excel / Google Sheets skills, including lookups, pivot tables, large-data handling, and reconciliation. - Strong numerical and analytical skills with demonstrated accuracy in high-volume, deadline-driven environments. - Ability to read commercial contracts and order forms and extract billing-relevant terms. - Strong understanding of operational controls, reconciliations, and process discipline. - Clear written and verbal communication skills, with the ability to communicate effectively with customers and senior internal stakeholders. - Strong ownership, attention to detail, and ability to work effectively across functions. Who will you report to: 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. - Our Culture Video - CleverAI - 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 550+ employees across offices in the US, 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.