Customer Success Manager

🔥 46 minutes ago

🇺🇸 United States – Remote

💵 $90k - $120k / 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 • 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

🎯 Requirements

• 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.

🏖️ 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 • Monthly Phone & Internet Stipend