Solution Engineer

Cleartax; Bengaluru; On-site; INR 1,400,000 - 2,100,000; Full time

Job summary

ClearTax in Bengaluru is seeking a Solutions Engineer to lead global e-invoicing integration projects for enterprise customers. You will bridge technical requirements with regulatory compliance, connecting ERP and billing systems to ClearTax via REST API and SFTP.

You will guide end-to-end implementations, coordinate with multiple stakeholders, review data mappings, and ensure successful go-lives with post-go-live support.

Qualifications

• 1–3 years of experience in Solution Engineering, Technical Consulting, Integration Engineering or Software Implementation, preferably in B2B e-invoicing, tax technology or enterprise SaaS.
• Hands-on understanding of REST APIs, SFTP, JSON/XML, API authentication and data mapping.
• Familiarity with API testing tools such as Postman and the ability to troubleshoot integration issues using logs and API responses.
• Exposure to ERP systems such as SAP, Oracle or Microsoft Dynamics 365.
• Understanding of software implementation processes, including requirement gathering, SIT/UAT and production go-live.
• Experience participating in or leading customer-facing technical discussions and coordinating with multiple stakeholders throughout implementation projects.
• Strong communication, stakeholder management, documentation and project coordination skills.

Responsibilities

• Own end-to-end customer implementation projects, from kick-off to production go-live, ensuring alignment on requirements, scope and timelines.
• Guide customers through REST API and SFTP integrations, including technical walkthroughs, data mapping and documentation.
• Gather customer requirements, define acceptance criteria and validate JSON/XML payloads for accurate data exchange.
• Troubleshoot integration issues by reviewing API responses and logs, and coordinate resolutions with customer and engineering teams.
• Drive SIT/UAT, validate end-to-end invoice flows and obtain customer sign-offs before production go-live.
• Manage go-live, post-implementation monitoring and hypercare to ensure stable invoice processing.
• Collaborate with Customer Success, Sales, Product, Engineering and customer teams while maintaining project documentation, status updates and implementation trackers.

Skills

REST APIs

SFTP

JSON/XML

API authentication

Data mapping

Postman

Troubleshooting

Communication

Stakeholder mgmt

Documentation

Project coordination

Tools

SAP

Oracle

Microsoft Dynamics 365

Job description

Solutions Engineer - Job Description

About ClearTax

We are the architects of the modern financial operating system. Since our inception in 2011, ClearTax has transformed from a disruptive tax-filing startup into Indias leading B2B tax compliance and finance powerhouse. Today, we empower the CFO’s office by providing an integrated, AI-driven ecosystem that handles everything from GST and e-invoicing to accounts payable and wealth management.

The Impact of Our Work:

We operate at a scale that defines the digital economy. As a Series C-funded leader backed by Y Combinator, Sequoia Capital, and Stripe, we:

• Power Global Trade: We process nearly 10% of India’s B2B invoices, representing over $300 billion in annual trade value.
• Drive Real Savings: In the last year, our automation tools returned over 1,000 crore to the bottom lines of our customers through intelligent insights.
• Scale Globally: We provide assured compliance for enterprises across 50+ countries, spanning the EMEA and APAC regions, including the UAE and the EU.

1. Mission

As a Solutions Engineer – Global e-Invoicing, you will drive the end-to-end technical implementation of ClearTax's global e-invoicing platform for enterprise customers. You will act as a trusted technical advisor, helping customers integrate their ERP and billing systems with ClearTax through API and SFTP-based integrations, ensuring seamless data exchange and compliance with country-specific e-invoicing mandates.

You will play a key role in delivering successful customer implementations by bridging the gap between customer requirements, technical integration and regulatory compliance. You will lead customer kick-off meetings, align stakeholders on integration architecture, project scope, responsibilities and timelines, and take projects from initial consultation through testing, production go-live and post-go-live support.

2. Outcomes & Responsibilities

• Own end-to-end customer implementation projects, from kick-off to production go-live, ensuring alignment on requirements, scope and timelines.
• Guide customers through REST API and SFTP integrations, including technical walkthroughs, data mapping and documentation.
• Gather customer requirements, define acceptance criteria and validate JSON/XML payloads for accurate data exchange.
• Troubleshoot integration issues by reviewing API responses and logs, and coordinate resolutions with customer and engineering teams.
• Drive SIT/UAT, validate end-to-end invoice flows and obtain customer sign-offs before production go-live.
• Manage go-live, post-implementation monitoring and hypercare to ensure stable invoice processing.
• Collaborate with Customer Success, Sales, Product, Engineering and customer teams while maintaining project documentation, status updates and implementation trackers.

3. Requirements & Competencies

Essential Requirements:

• 1–3 years of experience in Solution Engineering, Technical Consulting, Integration Engineering or Software Implementation, preferably in B2B e-invoicing, tax technology or enterprise SaaS.
• Hands-on understanding of REST APIs, SFTP, JSON/XML, API authentication and data mapping.
• Familiarity with API testing tools such as Postman and the ability to troubleshoot integration issues using logs and API responses.
• Exposure to ERP systems such as SAP, Oracle or Microsoft Dynamics 365.
• Understanding of software implementation processes, including requirement gathering, SIT/UAT and production go-live.
• Experience participating in or leading customer-facing technical discussions and coordinating with multiple stakeholders throughout implementation projects.
• Strong communication, stakeholder management, documentation and project coordination skills.

Good to Have:

• Exposure to global e-invoicing mandates such as ZATCA (KSA), UAE, France, Belgium, Germany or PEPPOL.
• Experience with B2B e-invoicing, GST compliance, tax technology or invoice automation platforms.
• Familiarity with webhooks, callbacks, error handling and retry mechanisms.