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About Cashflo

Cashflo is a financial technology company that offers a platform for businesses to manage their cash flows and optimize their financial strategies through advanced analytics and automated solutions.

Hubspot Specialist -CRM

Mumbai

0 - 3 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

The Basics: Team: Marketing Experience: 0-3 years Location: Mumbai/Remote Introduction $11 trillion of money flows every year between companies in India. It typically takes avg. 70 days for a business to get paid, and it s increasing 5% every year. Formal funding options are limited, and cover We are building India s largest B2B Payments Platform that transforms how businesses pay and get paid. Our award-winning platform already processes INR 20,000+ Crores of invoices every month, across 300,000 MSMEs and 1200+ corporates; with 30+ lenders plugged in for credit. Globally, companies in this space, like Coupa, Bill.com, Melio, C2FO, Tipalti, have witnessed tremendous success over the past decade doing $ Billion+ disbursements weekly and cumulatively valued over $50 Billion. You will join our core team that currently consists of ex-BCG and ISB / IIM alumni with a team of industry veterans serving on the advisory board. We are backed by Elevation Capital (one of the most successful VCs in India) and General Catalyst ($15 Billion+ global fund, and early investors in Stripe, Airbnb etc.). We share our lineage with HCS, a 25 year old investment bank and a registered NBFC. We are a team of passionate problem solvers and we re building a technology company with a strong product innovation mindset. We are looking for someone who loves a challenge, is ambitious, super tenacious and persistent. S/he is a self-starter, thrives in a dynamic, small start-up environment, has a knack for understanding customer needs, and is result-oriented. If you check these boxes - we want to talk to you! What will a week look like in this role: We re looking for a dynamic, curious, and hands-on individual to join our Marketing team. Whether you ve got prior experience or just a fire to learn, this role is for someone who s hungry to grow, culturally aligned, and ready to leverage AI tools to drive smarter marketing. What Youll Do: Assist in executing digital and content marketing strategies Experiment with AI-powered tools to improve campaign ROI, content creation, and audience targeting Optimize marketing spends through data-driven experimentation Contribute to growth campaigns across paid, owned, and earned channels Track performance metrics and support with dashboards/reporting You ll excel if you possess: A genuine hunger to learn and grow in the marketing space Cultural curiosity and strong team player mindset Hands-on with AI tools (e.g., ChatGPT, Copy.ai , Jasper, Midjourney, SurferSEO, Notion AI, etc.) Ability to think creatively and execute quickly Bonus if youve dabbled in performance marketing, social media, or content writing Joining CashFlo - Why it s a great choice: Uniquely Positioned for Success: CashFlo sits at the unique intersection of Payments, Lending, and SaaS - three of the fastest-growing and most lucrative spaces globally and in India. As a part of our team, you will be a key player in an industry-defining company. An Opportunity to Create Wealth: At CashFlo, we understand that our success is deeply linked with the success of our employees. Thats why we offer the potential to create exponential wealth through equity in our rapidly growing early-stage company. You will not only contribute to our growth story, but also share in the rewards. A Collaborative and Driven Team: We pride ourselves on fostering a culture that encourages kindness, collaboration, and a shared commitment to quality. Our team members are always there to help each other, and we believe in lifting each other up. Your growth is our growth, and we succeed as a team. Direct Impact on Company Success: At CashFlo, every role is crucial. Your work will have a real, tangible impact on our success. Youll see the results of your hard work in real-time. Fast-Track Your Career: We invest in our employees professional growth through comprehensive training programs, mentoring opportunities, and clear growth paths. Whether you aspire to grow as an individual contributor or on a management track, we provide the resources and support you need to accelerate your career. Competitive Compensation and Benefits: We offer competitive salaries, comprehensive benefits, and recognition programs. We value the work you do, and our compensation package reflects our commitment to attracting and retaining the best talent. Unwavering Commitment to Excellence: We are seeking individuals ready to dive into challenging work, individuals who are excited about going above and beyond to drive their own growth and the companys. If you are motivated by ambitious goals and are ready to make a significant impact, CashFlo is the place for you. Job Description Job Summary: We are seeking an experienced HubSpot Specialist to oversee the end-to-end onboarding and implementation of HubSpot for new clients. This role involves managing various HubSpot hubs, including Marketing Hub, Sales Hub, Service Hub, and HubSpot CMS, and optimizing the platform to enhance sales and marketing processes. Responsibilities & Duties Onboarding & Implementation: Lead HubSpot portal setup, customization, and data migration for new clients. Marketing Automation: Streamline sales and marketing workflows using HubSpot s CRM and automation tools. Content Management: Create and manage landing pages, forms, email campaigns, and effective calls-to-action. Data Segmentation: Analyze and segment lists based on email engagement and website interactions for targeted lead nurturing. Sales Pipelines: Configure deal stages and manage sales pipelines within HubSpot. Client Relations: Collaborate with Customer Success Managers to foster strong client relationships and ensure effective implementation. Optimization & Testing: Conduct tests to continually improve HubSpot processes and conversion rates. Data Migration: Import data into HubSpot CRM and complete data mapping. Behavioral Segmentation: Segment lists are based on email engagement and website interactions. Performance Measurement: Analyze results to optimize lead nurturing workflows for improved conversion rates. Skills and Qualifications * Currently enrolled in a Bachelor s or Master s program in Marketing, Business, Communications, or a related field. * Basic understanding of HubSpot or similar CRM/marketing automation platforms * Strong analytical and problem-solving skills. * Know how of AI Tools. * Hands on Excel/ Data * Excellent written and verbal communication skills. * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or Google Workspace. * Ability to work independently and collaboratively in a team environment. * Detail-oriented with strong organizational and multitasking abilities. * Prior experience with digital marketing or CRM tools is a plus. Benefits: * Potential for future employment opportunities based on performance. * Mentorship and guidance from experienced professionals. * Opportunity to contribute to real-world projects and initiatives. * Networking opportunities within the industry.

Director-Supply Chain Finance

Mumbai

6 - 9 years

INR 25.0 - 30.0 Lacs P.A.

Work from Office

Full Time

The Basics: Team: Sales Experience: 6-9 Yrs Location: Mumbai Introduction $11 trillion of money flows every year between companies in India. It typically takes avg. 70 days for a business to get paid, and it s increasing 5% every year. Formal funding options are limited, and cover We are building India s largest B2B Payments Platform that transforms how businesses pay and get paid. Our award-winning platform already processes INR 20,000+ Crores of invoices every month, across 300,000 MSMEs and 1200+ corporates; with 30+ lenders plugged in for credit. Globally, companies in this space, like Coupa, Bill.com, Melio, C2FO, Tipalti, have witnessed tremendous success over the past decade doing $ Billion+ disbursements weekly and cumulatively valued over $50 Billion. You will join our core team that currently consists of ex-BCG and ISB / IIM alumni with a team of industry veterans serving on the advisory board. We are backed by Elevation Capital (one of the most successful VCs in India) and General Catalyst ($15 Billion+ global fund, and early investors in Stripe, Airbnb etc.). We share our lineage with HCS, a 25 year old investment bank and a registered NBFC. We are a team of passionate problem solvers and we re building a technology company with a strong product innovation mindset. We are looking for someone who loves a challenge, is ambitious, super tenacious and persistent. S/he is a self-starter, thrives in a dynamic, small start-up environment, has a knack for understanding customer needs, and is result-oriented. If you check these boxes - we want to talk to you! Role Overview: We are looking for a dynamic, commercially savvy, ambitious banking professional who has experience in net new customer acquisitions in SME and mid-market segment (Customer turnover This is a P&L role, where you will be required to hunt and farm customers, sell a portfolio of lending products to them over time, and ensure fulfillment via CashFlo s network of lending partners (including forging new lending relationships where needed). This is a high-impact, individual contributor role where youll be directly responsible for sourcing, onboarding customers and ensuring loan fulfilment via partners. What will a week look like in this role: P&L ownership - end-to-end customer account ownership: Own end-to-end responsibility for mid-market customer acquisitions and cross sell/upsell (typically 50-1000 Cr turnover). Plan your sales funnel, prioritize the right customers to go after Reach out to the customers, understand their working capital needs and structure an appropriate SCF / Working capital solution for them Engage with different stakeholders at the customer, handle commercial negotiations with customers Arrange for capital from lending partners by working with their sales and credit teams to ensure sanction and disbursement as per aligned timelines You ll excel if you possess: Experience: o 6-9 years of experience in a similar role, preferably at an NBFC, fintech, or debt syndication firms / boutique investment banks o Proven track record of independently sourcing and acquiring Mid-market companies, and carrying out secured/ unsecured and SCF loan disbursements to them Skills & Qualities: o Strong commercial acumen with the ability to understand and negotiate financial deals. o Excellent interpersonal and communication skills. o High ownership, proactive problem-solver, and self-driven. o Strong understanding of lending ecosystems and financial products in the SCF / SME lending space Joining CashFlo - Why it s a great choice: Uniquely Positioned for Success: CashFlo sits at the unique intersection of Payments, Lending, and SaaS - three of the fastest-growing and most lucrative spaces globally and in India. As a part of our team, you will be a key player in an industry-defining company. An Opportunity to Create Wealth: At CashFlo, we understand that our success is deeply linked with the success of our employees. Thats why we offer the potential to create exponential wealth through equity in our rapidly growing early-stage company. You will not only contribute to our growth story, but also share in the rewards. A Collaborative and Driven Team: We pride ourselves on fostering a culture that encourages kindness, collaboration, and a shared commitment to quality. Our team members are always there to help each other, and we believe in lifting each other up. Your growth is our growth, and we succeed as a team. Direct Impact on Company Success: At CashFlo, every role is crucial. Your work will have a real, tangible impact on our success. Youll see the results of your hard work in real-time. Fast-Track Your Career: We invest in our employees professional growth through comprehensive training programs, mentoring opportunities, and clear growth paths. Whether you aspire to grow as an individual contributor or on a management track, we provide the resources and support you need to accelerate your career. Best-in-class Compensation and Benefits: We offer competitive compensation, with best-in-class incentive structures. We value the work you do, and our compensation package reflects our commitment to attracting and retaining the best talent. Unwavering Commitment to Excellence: We are seeking individuals ready to dive into challenging work, individuals who are excited about going above and beyond to drive their own growth and the companys. If you are motivated by ambitious goals and are ready to make a significant impact, CashFlo is the place for you.

Business Advisor

Mumbai

0 - 2 years

INR 3.0 - 3.5 Lacs P.A.

Work from Office

Full Time

As a business advisor at CashFlo, you will play a crucial role in driving growth and success for our clients through your expertise in effective communication, sales, client relationship management, negotiation, and problem-solving skills. We are looking for a dynamic individual who thrives in a fast-paced environment and is passionate about helping businesses thrive. Key responsibilities: 1. Independently identify, source leads and acquire new MSME corporate customers (typically Rs. 5-50 crore turnover) directly or in close cooperation with our partners. 2. Establish, develop and maintain business relationships with prospective and existing customers in the assigned territory/market segment to grow revenue. 3. Monitor the competitive landscape and developments constantly in the target market and effectively pitch our differentiated capabilities to customers and partners. 4. Maintain a keen eye on developments within the customer's organization and navigate tactfully to win new business. 5. Manage sales process in the CRM and sales management system. 6. Develop business plans, long-term objectives, and sales pipeline. 7. Improve sales & product capabilities by working closely with marketing, sales management, product, finance, and other internal groups. 8. Over time, build a best-in-class team in your region by identifying & hiring top talent. 9. Additionally, work closely with the leadership on different aspects of the business across sales, marketing, hiring, strategy, operations and product design. If you are a motivated and results-driven individual with a passion for helping businesses succeed, we want to hear from you. Join our team at CashFlo and make a positive impact on the financial health of our clients.

Business Development Professional

Mumbai

3 - 5 years

INR 9.0 - 13.0 Lacs P.A.

Work from Office

Full Time

The Basics: Team: Sales Experience: 3 to 5 Yrs Location: Mumbai and Pune Introduction $11 trillion of money flows every year between companies in India. It typically takes avg. 70 days for a business to get paid, and it s increasing 5% every year. Formal funding options are limited, and cover We are building India s largest B2B Payments Platform that transforms how businesses pay and get paid. Our award-winning platform already processes INR 20,000+ Crores of invoices every month, across 300,000 MSMEs and 1200+ corporates; with 30+ lenders plugged in for credit. Globally, companies in this space, like Coupa, Bill.com, Melio, C2FO, Tipalti, have witnessed tremendous success over the past decade doing $ Billion+ disbursements weekly and cumulatively valued over $50 Billion. You will join our core team that currently consists of ex-BCG and ISB / IIM alumni with a team of industry veterans serving on the advisory board. We are backed by Elevation Capital (one of the most successful VCs in India) and General Catalyst ($15 Billion+ global fund, and early investors in Stripe, Airbnb etc.). We share our lineage with HCS, a 25 year old investment bank and a registered NBFC. We are a team of passionate problem solvers and we re building a technology company with a strong product innovation mindset. We are looking for someone who loves a challenge, is ambitious, super tenacious and persistent. S/he is a self-starter, thrives in a dynamic, small start-up environment, has a knack for understanding customer needs, and is result-oriented. If you check these boxes - we want to talk to you! Role Overview: We are looking for a dynamic, commercially savvy, ambitious banking professional who has experience in net new customer acquisitions in SME and mid-market segment (Customer turnover This is a P&L role, where you will be required to hunt and farm customers, sell a portfolio of lending products to them over time, and ensure fulfillment via CashFlo s network of lending partners (including forging new lending relationships where needed). This is a high-impact, individual contributor role where youll be directly responsible for sourcing, onboarding customers and ensuring loan fulfilment via partners. What will a week look like in this role: P&L ownership - end-to-end customer account ownership: Own end-to-end responsibility for mid-market customer acquisitions and cross sell/upsell (typically 50-1000 Cr turnover). Plan your sales funnel, prioritize the right customers to go after Reach out to the customers, understand their working capital needs and structure an appropriate SCF / Working capital solution for them Engage with different stakeholders at the customer, handle commercial negotiations with customers Arrange for capital from lending partners by working with their sales and credit teams to ensure sanction and disbursement as per aligned timelines You ll excel if you possess: Experience: o 3 to 5 years of experience in a similar role, preferably at an NBFC, fintech, or debt syndication firms / boutique investment banks o Proven track record of independently sourcing and acquiring Mid-market companies, and carrying out secured/ unsecured and SCF loan disbursements to them Skills & Qualities: o Strong commercial acumen with the ability to understand and negotiate financial deals. o Excellent interpersonal and communication skills. o High ownership, proactive problem-solver, and self-driven. o Strong understanding of lending ecosystems and financial products in the SCF / SME lending space Joining CashFlo - Why it s a great choice: Uniquely Positioned for Success: CashFlo sits at the unique intersection of Payments, Lending, and SaaS - three of the fastest-growing and most lucrative spaces globally and in India. As a part of our team, you will be a key player in an industry-defining company. An Opportunity to Create Wealth: At CashFlo, we understand that our success is deeply linked with the success of our employees. Thats why we offer the potential to create exponential wealth through equity in our rapidly growing early-stage company. You will not only contribute to our growth story, but also share in the rewards. A Collaborative and Driven Team: We pride ourselves on fostering a culture that encourages kindness, collaboration, and a shared commitment to quality. Our team members are always there to help each other, and we believe in lifting each other up. Your growth is our growth, and we succeed as a team. Direct Impact on Company Success: At CashFlo, every role is crucial. Your work will have a real, tangible impact on our success. Youll see the results of your hard work in real-time. Fast-Track Your Career: We invest in our employees professional growth through comprehensive training programs, mentoring opportunities, and clear growth paths. Whether you aspire to grow as an individual contributor or on a management track, we provide the resources and support you need to accelerate your career. Best-in-class Compensation and Benefits: We offer competitive compensation, with best-in-class incentive structures. We value the work you do, and our compensation package reflects our commitment to attracting and retaining the best talent. Unwavering Commitment to Excellence: We are seeking individuals ready to dive into challenging work, individuals who are excited about going above and beyond to drive their own growth and the companys. If you are motivated by ambitious goals and are ready to make a significant impact, CashFlo is the place for you.

Business Advisor/Relationship Manager

Mumbai

8 - 10 years

INR 4.0 - 7.0 Lacs P.A.

Work from Office

Full Time

Essential Functions and Responsibilities: 1- Independently identify, so urce leads and acquire new lar ge & mid corporate customers ( typically >Rs. 1000 Cr turnover) directly or in close cooperation with our partners. 2- Establish, develop and mai ntain business relationships w ith prospective and existing c ustomers in the assigned territory/market segment to grow revenue. 3- Constantly monitor competi tive landscape and development s in target market and effecti vely pitch our differentiated capabilities to customers and partners. 4- Maintain a keen eye on developments within the customers organization and navigate tactfully to win new business. 5- Manage Sales process in the CRM and Sales Management system. 6- Develop business plans, long-term objectives, and sales pipeline 7- Improve sales & product ca pabilities by working closely with marketing, sales manageme nt, product, finance, and other internal groups 8- Over time, build a best-in-class team in your region by identifying & hiring top talent 9- Additionally, work closely with the leadership on differ ent aspects of the business ac ross Sales, Marketing, Hiring, Strategy, Operations and Product design. Ideal Candidate: 1. A successful track record of selling solutions that impact the bottom lines of large corporates 2. Experience in consultative and competitive selling to the CF O / Treasury head /CXO level positions in large scale enterprises 3. Customer centric and solution-oriented approach 4. Ability to prioritize, organize and manage client re lationships to drive deal clos ures and maximize revenue (We hate to lose a potential client) 5. Strong in deal structuring and commercial negotiations 6. Result oriented, knack for getting the job done - A combination of grit, tenacity, hustle and problem-solving skills to deliver results 7. Extremely persistent and patient with a never-give-up attitude 8. Strong communication skills: Ability to convey a point of view in a fluent, concise and coherent manner. 9. Excellent oral and written communication 10. Willing and able to rapidly learn new skills and adapt to new roles as and when required by the business 11. Willingness to travel to different client locations across India for meetings on a need basis 12. Prior experience in Corporate banking / Wholesale lending / Supply Chain Finance / Enterprise 13. SaaS sales preferred

Artificial Intelligence Strategist

Mumbai, Maharashtra

25 years

None Not disclosed

On-site

Not specified

The Basics: Role: Artificial Intelligence Strategist Location: Mumbai Introduction $11 trillion of money flows every year between companies in India. It typically takes avg. 70 days for a business to get paid, and it’s increasing 5% every year. Formal funding options are limited, and cover < 5% of the addressable market. We are building India’s largest B2B Payments Platform that transforms how businesses pay and get paid. Our award-winning platform already processes INR 20,000+ Crores of invoices every month, across 300,000 MSMEs and 1200+ corporates; with 30+ lenders plugged in for credit. Globally, companies in this space, like Coupa, Bill.com, Melio, C2FO, Tipalti, have witnessed tremendous success over the past decade doing $ Billion+ disbursements weekly and cumulatively valued over $50 Billion. You will join our core team that currently consists of ex-BCG and ISB / IIM alumni with a team of industry veterans serving on the advisory board. We are backed by Elevation Capital (one of the most successful VCs in India) and General Catalyst ($15 Billion+ global fund, and early investors in Stripe, Airbnb etc.). We share our lineage with HCS, a 25 year old investment bank and a registered NBFC. We are a team of passionate problem solvers and we’re building a technology company with a strong product innovation mindset. We are looking for someone who loves a challenge, is ambitious, super tenacious and persistent. S/he is a self-starter, thrives in a dynamic, small start-up environment, has a knack for understanding customer needs, and is result-oriented. If you check these boxes - we want to talk to you! Key Responsibilities : 1.Strategic Planning and Vision: Develop and implement a comprehensive AI strategy aligned with the company's business objectives. Stay abreast of emerging AI trends and technologies, evaluating their potential impact on the business. 2.AI Integration and Deployment: Lead cross-functional teams to integrate AI solutions into business operations. Oversee the development and deployment of AI-driven projects, ensuring alignment with business goals. 3.Collaboration and Leadership: Collaborate with various departments (e.g., IT, marketing, sales, customer service) to identify AI application opportunities. 4.Data Management and Analytics: Oversee the management of data resources and analytics, ensuring the quality and integrity of data used in AI models. Leverage data insights to inform strategic decisions and AI project implementations. 5.Stakeholder Engagement: Communicate AI strategies and results to stakeholders at all levels, including executives, non-technical team members, and external partners. Advocate for the ethical use of AI and ensure compliance with relevant laws and regulations. Qualifications : Bachelor's or Master's degree Knowledge in AI, machine learning, and data analytics. Proven track record of leading AI projects and teams is a plus but not mandatory. Strong understanding of business processes and how AI can enhance them. Excellent communication and leadership skills, with the ability to articulate complex AI concepts to both technical and non-technical stakeholders. Ability to think strategically and translate insights into action.

Artificial Intelligence Strategist

Mumbai

25 - 30 years

INR 10.0 - 14.0 Lacs P.A.

Work from Office

Full Time

The Basics: Role: Artificial Intelligence Strategist Location: Mumbai Introduction $11 trillion of money flows ev ery year between companies in India. It typically takes avg. 70 days for a business to get paid, an d it s increasing 5% every yea r. Formal funding options are limited, and cover We are building India s larges t B2B Payments Platform that t ransforms how businesses pay a nd get paid. Our award-winning pl atform already processes INR 2 0,000+ Crores of invoices ever y month, across 300,000 MSMEs and 1200+ corporates; with 30+ lenders plugged in for credit. Globally, companies in this sp ace, like Coupa, Bill.com, Mel io, C2FO, Tipalti, have witnes sed tremendous success over the past decade doing $ Billion+ disbursements weekly and cumulatively valued over $50 Billion. You will join our core team th at currently consists of ex- BCG and ISB / IIM alumni with a team of industry veterans serving on t he advisory board. We are back ed by Elevation Capital (one o f the most successful VCs in India) and General Catalyst ($15 Bill ion+ global fund, and early in vestors in Stripe, Airbnb etc.). We sh are our lineage with HCS, a 25 year old investment bank and a registered NBFC. We are a team of passionate problem solvers and we re building a technolo gy company with a strong product innovation mindset. We are looking for someone who loves a challenge, is ambitio us, super tenacious and persis tent. S/he is a self-starter, thrive s in a dynamic, small start-up environment, has a knack for understanding customer needs, and is result-oriented. If you check these boxes - we want t o talk to you! Key Responsibilities : 1.Strategic Planning and Vision: Develop and implement a comprehensive AI strategy aligned with the companys business objectives. Stay abreast of emerging AI trends and technologies, evaluating their potential impact on the business. 2.AI Integration and Deployment: Lead cross-functional teams to integrate AI solutions into business operations. Oversee the development and deployment of AI-driven projects, ensuring alignment with business goals. 3.Collaboration and Leadership: Collaborate with various departments (e.g., IT, marketing, sales, customer service) to identify AI application opportunities. 4.Data Management and Analytics: Oversee the management of data resources and analytics, ensuring the quality and integrity of data used in AI models. Leverage data insights to inform strategic decisions and AI project implementations. 5.Stakeholder Engagement: Communicate AI strategies and results to stakeholders at all levels, including executives, non-technical team members, and external partners. Advocate for the ethical use of AI and ensure compliance with relevant laws and regulations. Qualifications : Bachelors or Masters degree Knowledge in AI, machine learning, and data analytics. Proven track record of leading AI projects and teams is a plus but not mandatory. Strong understanding of business processes and how AI can enhance them. Excellent communication and leadership skills, with the ability to articulate complex AI concepts to both technical and non-technical stakeholders. Ability to think strategically and translate insights into action.

Inside Sales Intern

karnataka

1 - 5 years

INR Not disclosed

On-site

Full Time

The ideal candidate for this role will be responsible for the following key functions: Prospecting and Lead Generation: You will be tasked with identifying and targeting potential clients by utilizing various methods such as cold calling, email campaigns, and social media to build a strong lead pipeline. Engagement with Senior Stakeholders: Your role will involve conducting effective outreach to senior stakeholders within large enterprises, with a focus on nurturing relationships and showcasing CashFlo's solution. Product Knowledge and Presentation: You will need to acquire a comprehensive understanding of CashFlo's SaaS-based AP automation platform and effectively present its value proposition to potential clients. Qualification and Handover: It will be your responsibility to qualify leads based on specific criteria and collaborate closely with the sales team to ensure a seamless transition of qualified leads. Market Intelligence: Staying informed about industry trends, competitor activities, and market dynamics will be essential in providing valuable insights for continuous improvement. Reporting and Metrics: You will be expected to maintain accurate CRM records and regularly report on key performance indicators (KPIs) such as conversion rates and the effectiveness of outreach efforts. To excel in this role, you should possess the following qualities: Communication Skills: Demonstrating exceptional verbal and written communication skills, with the ability to adapt communication styles to effectively engage with senior stakeholders. Sales Acumen: Showcasing a proven track record in sales or business development, along with familiarity in various sales methodologies and techniques. Product Knowledge: Previous experience in a SaaS product company is desirable, coupled with the ability to clearly articulate technical concepts. Strategic Thinking: Exhibiting strategic thinking in identifying opportunities for business growth and demonstrating proactive problem-solving skills. Team Collaboration: Collaborating effectively with cross-functional teams, particularly with the sales team, to ensure alignment and success in achieving objectives.,

Account Executive

Mumbai

2 - 4 years

INR 3.0 - 3.0 Lacs P.A.

Work from Office

Full Time

The Basics: Role: Accounts Executive Experience - 2+ yrs Location: Mumbai Introduction $11 trillion of money flows ev ery year between companies in India. It typically takes avg. 70 days for a business to get paid, an d it s increasing 5% every yea r. Formal funding options are limited, and cover We are building India s larges t B2B Payments Platform that t ransforms how businesses pay a nd get paid. Our award-winning pl atform already processes INR 2 0,000+ Crores of invoices ever y month, across 300,000 MSMEs and 1200+ corporates; with 30+ lenders plugged in for credit. Globally, companies in this sp ace, like Coupa, Bill.com, Mel io, C2FO, Tipalti, have witnes sed tremendous success over the past decade doing $ Billion+ disbursements weekly and cumulatively valued over $50 Billion. You will join our core team th at currently consists of ex- BCG and ISB / IIM alumni with a team of industry veterans serving on t he advisory board. We are back ed by Elevation Capital (one o f the most successful VCs in India) and General Catalyst ($15 Bill ion+ global fund, and early in vestors in Stripe, Airbnb etc.). We sh are our lineage with HCS, a 25 year old investment bank and a registered NBFC. We are a team of passionate problem solvers and we re building a technolo gy company with a strong product innovation mindset. We are looking for someone who loves a challenge, is ambitio us, super tenacious and persis tent. S/he is a self-starter, thrive s in a dynamic, small start-up environment, has a knack for understanding customer needs, and is result-oriented. If you check these boxes - we want t o talk to you! About the Role We re looking for a detail-oriented Accountant to join our finance team on-site in Mumbai . You ll manage critical accounting operations in collaboration with our internal team and accounting partner. Prior experience with Zoho Books is preferred. Responsibilities Accounts Payable & Receivable Maintain AP/AR registers and track payables and receivables Record vendor invoices post documentation and approval checks Process vendor payments, including TDS deduction Match customer receipts and perform AR ageing reconciliation Bookkeeping & Reconciliations Record customer invoices in ERP based on usage/milestones Perform monthly bank reconciliations and post adjusting entries Handle payroll postings (gross pay, TDS, PF, PT, ESI) Migrate and reconcile opening trial balances during system transitions Reporting & MIS Prepare and publish monthly P&L, Balance Sheet, and Cash Flow reports using Zoho Books Filings & Compliance Compute and deposit monthly TDS (domestic + international vendors) Manage GST, TDS, PT, and other compliance filings Liaise with external consultants to ensure timely compliance Receivables Management Follow up with customers to nudge payments and resolve delays Qualifications B.Com/M.Com (CA Inter preferred but not mandatory) 2-4 years of accounting experience Experience with Zoho Books preferred Strong grip on TDS, GST, reconciliations, payroll, and compliance Excellent Excel skills Must be based in or willing to work on-site from Mumbai Why Join Us Be part of a fast-growing fintech disrupting enterprise finance Take ownership of core accounting workflows end-to-end Exposure to automation, ERP setups, and cross-functional teams

Account Executive

Mumbai, Maharashtra

25 years

None Not disclosed

On-site

Full Time

The Basics: Role: Accounts Executive Experience - 2+ yrs Location: Mumbai Introduction $11 trillion of money flows every year between companies in India. It typically takes avg. 70 days for a business to get paid, and it’s increasing 5% every year. Formal funding options are limited, and cover < 5% of the addressable market. We are building India’s largest B2B Payments Platform that transforms how businesses pay and get paid. Our award-winning platform already processes INR 20,000+ Crores of invoices every month, across 300,000 MSMEs and 1200+ corporates; with 30+ lenders plugged in for credit. Globally, companies in this space, like Coupa, Bill.com, Melio, C2FO, Tipalti, have witnessed tremendous success over the past decade doing $ Billion+ disbursements weekly and cumulatively valued over $50 Billion. You will join our core team that currently consists of ex-BCG and ISB / IIM alumni with a team of industry veterans serving on the advisory board. We are backed by Elevation Capital (one of the most successful VCs in India) and General Catalyst ($15 Billion+ global fund, and early investors in Stripe, Airbnb etc.). We share our lineage with HCS, a 25 year old investment bank and a registered NBFC. We are a team of passionate problem solvers and we’re building a technology company with a strong product innovation mindset. We are looking for someone who loves a challenge, is ambitious, super tenacious and persistent. S/he is a self-starter, thrives in a dynamic, small start-up environment, has a knack for understanding customer needs, and is result-oriented. If you check these boxes - we want to talk to you! About the Role We’re looking for a detail-oriented Accountant to join our finance team on-site in Mumbai . You’ll manage critical accounting operations in collaboration with our internal team and accounting partner. Prior experience with Zoho Books is preferred. Responsibilities Accounts Payable & Receivable Maintain AP/AR registers and track payables and receivables Record vendor invoices post documentation and approval checks Process vendor payments, including TDS deduction Match customer receipts and perform AR ageing reconciliation Bookkeeping & Reconciliations Record customer invoices in ERP based on usage/milestones Perform monthly bank reconciliations and post adjusting entries Handle payroll postings (gross pay, TDS, PF, PT, ESI) Migrate and reconcile opening trial balances during system transitions Reporting & MIS Prepare and publish monthly P&L, Balance Sheet, and Cash Flow reports using Zoho Books Filings & Compliance Compute and deposit monthly TDS (domestic + international vendors) Manage GST, TDS, PT, and other compliance filings Liaise with external consultants to ensure timely compliance Receivables Management Follow up with customers to nudge payments and resolve delays Qualifications B.Com/M.Com (CA Inter preferred but not mandatory) 2–4 years of accounting experience Experience with Zoho Books preferred Strong grip on TDS, GST, reconciliations, payroll, and compliance Excellent Excel skills Must be based in or willing to work on-site from Mumbai Why Join Us Be part of a fast-growing fintech disrupting enterprise finance Take ownership of core accounting workflows end-to-end Exposure to automation, ERP setups, and cross-functional teams

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Cashflo

Cashflo

Cashflo

|

Financial Technology

San Francisco

50-100 Employees

10 Jobs

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