Customer Success Manager, Treasury - TMS

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $90k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Trovata

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2016

💳 Fintech

💸 Finance

☁️ SaaS

Fintech • Finance • SaaS

Trovata is a modern cash management platform that centralizes multi-bank data for businesses, automating cash flow reporting and forecasting. Designed for treasury professionals and finance teams, it helps organizations effectively analyze and manage their cash position through automated data aggregation and insightful reporting tools. By leveraging machine learning for forecasting and seamless bank integrations, Trovata empowers CFOs, accountants, and finance managers to make informed financial decisions with accuracy and ease.

📋 Description

• Own the end-to-end customer relationship for a defined book of business, including onboarding, adoption, and renewals • Collaborate across Customer Success, Sales, Operations, Product, Engineering, and leadership teams to identify and realize customer value and revenue opportunities • Engage daily with customers while monitoring performance metrics and using Vitally datasets to improve customer engagements • Lead structured customer engagements, including cadence calls and QBRs, with clear agendas, outcomes, and follow-through • Deliver on commitments and timelines for customer-facing and internal workstreams • Build and maintain expertise in Trovata TMS, including cash positioning, forecasting, bank connectivity, money movement workflows, and capital markets • Proactively identify, assess, and flag customer risk, collaborating with the team to mitigate and address it • Represent the customer voice for treasury workflow enhancements and partner with Product to prioritize the Trovata TMS roadmap

🎯 Requirements

• 5–7+ years in Customer Success, Account Management, or a similar customer-facing software role, ideally serving finance or treasury teams • Hands-on experience with a Treasury Management System, cash management platform, or ERP and accounting system required • Direct experience with Trovata TMS, Kyriba, GTreasury, or similar treasury platforms is a plus • Ability to manage multiple customers across various verticals while maintaining 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 related to product use and ability to become a product expert • Accountability, attention to detail, and strong organizational skills • Educational or professional background in treasury, accounting, or finance • Working knowledge of core treasury operations, including cash positioning, liquidity forecasting, bank connectivity, and reconciliation • Experience with Salesforce, Jira, and Vitally

🏖️ Benefits

• 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 • Phone & Internet Stipend