Customer Success Manager

🕒 Julho 29

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $90.000 - $120.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🏆 Sucesso do Cliente

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Trovata

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2016

💳 Fintech

💸 Finanças

☁️ SaaS

Fintech • Finance • SaaS

A Trovata é uma plataforma moderna de gestão de caixa que centraliza dados multibanco para empresas, automatizando relatórios de fluxo de caixa e previsões. Projetada para profissionais de tesouraria e equipes financeiras, ajuda as organizações a analisarem e gerenciarem efetivamente sua posição de caixa por meio de agregação automatizada de dados e ferramentas de relatórios informativas. Ao utilizar aprendizado de máquina para previsões e integrações bancárias perfeitas, a Trovata capacita CFOs, contadores e gerentes financeiros a tomarem decisões financeiras informadas com precisão e facilidade.

Descrição

• Own the end-to-end customer relationship for a defined book of business, including onboarding, adoption, and renewals • Work collaboratively across pillars of CS, Sales, Operations, Product, Engineering, and Trovata leadership teams to identify and realize value and revenue opportunities for each of our customers • Engage daily and voraciously with our customers’ while monitoring your own performance metrics. Leveraging all available datasets (Vitally) to fuel more effective and efficient customer engagements • Lead structured customer engagements (cadence calls, QBRs) with clear agendas, outcomes, and follow-through • Consistently deliver on commitments and timelines for customer-facing and internal workstreams • Build and maintain a deep understanding of Trovata’s platform and engage with customers about the most relevant features/functionality for their specific business needs • Become a trusted advisor for customers around best practices for progressing their cash management, reporting, and forecasting needs with Trovata • Establish, nurture, and expand relationships within each customer organization in concert with relevant Trovata team members and stakeholders • Leverage relationships, data/metrics, and team resources to proactively identify, assess, and flag risk, and collaborate with team to mitigate and address it • Help to grow mutual accountability between Trovata and its customers as we build product, service models, and continually improve our delivery and execution

🎯 Requisitos

• 3–5+ years in Customer Success, Account Management, or similar customer-facing role in SaaS • Demonstrated ability to manage multiple customers (various verticals) while maintaining strong attention to detail and follow-through with onboarding and training • Proven track record of driving customer outcomes and owning renewal or expansion conversations • Exceptional ability to communicate and foster positive business relationships with upper management and C-Suite executives • Technical skills required, as they relate to the use of the product. In other words, you will become a product expert • Accountability, attention to detail, and strong organizational skills are essential • Educational or professional background in treasury, accounting, or finance • Experience working with cash management, TMS, and/or accounting systems • Experience working within sales and customer success tools like Salesforce, Jira, and Vitally.

🏖️ Benefícios

• Remote-first/flexible work environment • Flexible PTO • Paid Parental Leave • Health, Dental & Vision Insurance with premiums covered by Trovata (99% for Employees and 75% for Dependents) • Flexible Spending Accounts (Health & Dependent Care) • Life and Long-Term Disability Insurance paid for by Trovata • 401k Plan • Equity • Home Office Setup upon hire, including Macbook, Monitors, Adjustable Desk, Ergonomic chair, adaptors, and accessories • Monthly Phone & Internet Stipend