About the Role:

We are looking for a strategic and execution-focused Head of Finance to lead our global financial strategy, operations, and transformation as we scale towards long-term growth and IPO readiness. This is a critical leadership role for a seasoned finance executive with a strong track record in capital planning, governance, investor relations, and operational excellence.

You will work closely with the CEO, Board, and cross-functional leaders to align financial priorities with business goals, shape capital strategy, and unlock enterprise value. The ideal candidate combines deep financial acumen with the ability to lead teams through complexity, scale, and change.

Key Responsibilities:

- Strategic Finance Leadership: Drive long-term capital strategy, investment planning, and financial architecture to support global growth, M&A, and IPO preparation.

- Financial Operations: Lead FP&A, compliance, audit, risk management, reporting, and capital allocation with strong controls and insight-led decision-making.

- IPO & Governance Readiness: Strengthen governance frameworks, financial controls, and audit processes to align with public market standards.

- Investor Relations & Capital Planning: Lead fundraising, investor communication, and capital structure planning in partnership with executive leadership.

- Finance Transformation: Build a scalable, tech-enabled finance function with automation of budgeting, forecasting, and ERP systems.

- Operational Excellence: Optimize processes to drive efficiency, accuracy, and cost control across finance operations.

- Business Enablement: Collaborate with Product, Engineering, and GTM teams to align financial plans and enable growth.

- Leadership: Build and lead a high-performing global finance team with a culture of agility, ownership, and long-term value creation.

What We’re Looking For:

Must Have:

- 15–20 years of finance leadership, including 5–7 years in senior roles at high-growth B2B SaaS or tech firms.

- Understanding of B2B SaaS business models and metrics (ARR, CAC, NRR, etc.).

- Expertise in financial strategy, FP&A, regulatory compliance, and global capital planning.

- Proven track record in fundraising, modeling, and investor/board engagement.

- Experience navigating IPO readiness, audit, and governance in private or public companies.

- Strong leadership, analytical, and communication skills with a bias for action and precision.

- History of leading finance through hypergrowth, international expansion, and complexity.

Good to Have:

- Experience with finance transformation and ERP automation.Exposure to venture/private equity, M&A, and secondary transactions.

- Prior IPO/later-stage funding experience.

- MBA, CPA, or CFA preferred.

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

- Blogs

- TesseractDB™

- CleverTap Product Demo

About CleverTap:

CleverTap is the leading all-in-one customer engagement platform, trusted by over 2,000 global brands—including marquee Fortune 500 companies —to deliver personalized experiences at scale. Recognized as a leader in customer engagement by Forrester and Gartner, and ranked among G2’s Top 10 Best Software Companies in India, we empower brands to build long-lasting customer relationships.

At the forefront of our innovation is Clever.ai, driving the next wave of AI-powered engagement. With Clever.AI, brands can stay ahead in a rapidly evolving market, creating deeper connections that spark loyalty and growth. Underpinning Clever.AI is TesseractDB™, our purpose-built, 11-patent data platform designed for speed and cost efficiency in customer engagement.

Backed by Accel, Peak XV Partners, Tiger Global, CDPQ, and 360 One, CleverTap is headquartered in San Francisco, with offices in Seattle, Toronto, Vancouver, London, São Paulo, Bogota, Mexico, Amsterdam, Sofia, Dubai, Mumbai, Bangalore, Gurgaon, Singapore, Ho Chi Minh City, Manila, and Jakarta.

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.