Customer Success Manager, Treasury - TMS

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the comprehensive customer relationship within a designated portfolio, encompassing onboarding, adoption, and renewals.

• Collaborate with teams across Customer Success, Sales, Operations, Product, Engineering, and leadership to identify and capitalize on customer value and revenue opportunities.

• Interact daily with customers, monitoring performance metrics and utilizing Vitally datasets to enhance customer engagements.

• Conduct structured customer interactions, including regular cadence calls and quarterly business reviews (QBRs), with well-defined agendas, outcomes, and follow-up actions.

• Fulfill commitments and adhere to timelines for both customer-facing and internal processes.

• Develop and sustain expertise in Trovata TMS, covering aspects such as cash positioning, forecasting, bank connectivity, money movement workflows, and capital markets.

• Proactively identify, evaluate, and flag customer risks, working collaboratively with the team to mitigate and resolve them.

• Advocate for the customer's perspective in treasury workflow enhancements and collaborate with Product to prioritize the Trovata TMS roadmap.

⛳️ Requirements

• 5–7+ years of experience in Customer Success, Account Management, or a related customer-facing software role, ideally supporting finance or treasury teams.

• Practical experience with a Treasury Management System, cash management platform, or ERP and accounting systems is essential.

• Direct experience with Trovata TMS, Kyriba, GTreasury, or similar treasury platforms is advantageous.

• Capability to manage multiple customers across various sectors while ensuring meticulous attention to detail and thoroughness in onboarding and training.

• Proven history of driving customer outcomes and leading renewal or expansion discussions.

• Outstanding communication skills with the ability to build positive business relationships with senior management and C-Suite executives.

• Technical proficiency related to product use and the ability to become a product expert.

• Strong sense of accountability, attention to detail, and excellent organizational skills.

• Educational or professional background in treasury, accounting, or finance.

• Familiarity with 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.