Manage the end-to-end customer relationship for a defined book of business, including onboarding, adoption, and renewal processes. Collaborate across internal teams to drive customer value and serve as the voice of the customer for product enhancements.
About the role
Our team is growing! In this Customer Success Manager, Treasury (TMS) role, you will support customers using Trovata TMS, our complete treasury management system, and be part of a team dedicated to driving value and helping our customers achieve their goals. CSMs are responsible for ongoing customer value, growth, and renewal processes for customers in their personal book of business. Because Trovata TMS customers manage complex treasury operations, including cash positioning, forecasting, capital markets,and money movement, this role calls for real treasury fluency alongside strong customer success instincts.
Compensation commensurate with experience and location: $90,000 - $130,000 (includes MBO/bonus component
What you'll do
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 an understanding of Trovata TMS, including cash positioning, forecasting, bank connectivity, and money movement workflows, capital markets, and engage with customers about the features and functionality most relevant to their treasury operations
Leverage relationships, data/metrics, and team resources to proactively identify, assess, and flag risk, and collaborate with team to mitigate and address it
Serve as the voice of the customer for treasury workflow enhancements, partnering with Product to help prioritize the roadmap for Trovata TMS
Qualifications
5–7+ years in Customer Success, Account Management, or a similar customer-facing role in software, ideally serving finance or treasury teams
Hands-on experience with a Treasury Management System (TMS), cash management platform, or ERP and accounting system required; direct experience with Trovata TMS, Kyriba, GTreasury, or similar treasury platforms is a plus
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, with working knowledge of core treasury operations, including cash positioning, liquidity forecasting, bank connectivity, and reconciliation
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)
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