Customer Success Manager, Treasury (TMS) at Trovata
United States
$90k - $130k
<meta><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;"><b><strong style="font-size:18pt;white-space:pre-wrap;">About the role</strong></b></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;"><span style="white-space:pre-wrap;">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. </span></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;"><span style="white-space:pre-wrap;">Compensation commensurate with experience and location: $90,000 - $130,000 (includes MBO/bonus component</span></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;"><br></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;"><b><strong style="font-size:18pt;white-space:pre-wrap;">What you'll do</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;"><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Own the end-to-end customer relationship for a defined book of business, including onboarding, adoption, and renewals</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">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</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">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</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Lead structured customer engagements (cadence calls, QBRs) with clear agendas, outcomes, and follow-through</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Consistently deliver on commitments and timelines for customer-facing and internal workstreams</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">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</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Leverage relationships, data/metrics, and team resources to proactively identify, assess, and flag risk, and collaborate with team to mitigate and address it</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Serve as the voice of the customer for treasury workflow enhancements, partnering with Product to help prioritize the roadmap for Trovata TMS</span></li></ul><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;"><b><strong style="font-size:18pt;white-space:pre-wrap;">Qualifications</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;"><li style="--listitem-marker-color:#000000;font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">5–7+ years in Customer Success, Account Management, or a similar customer-facing role in software, ideally serving finance or treasury teams</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">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</span></li><li style="color:rgb(0,0,0);--listitem-marker-color:#000000;font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Demonstrated ability to manage multiple customers (various verticals) while maintaining strong attention to detail and follow-through with onboarding and training</span></li><li style="--listitem-marker-color:#000000;font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Proven track record of driving customer outcomes and owning renewal or expansion conversations</span></li><li style="--listitem-marker-color:#000000;font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Exceptional ability to communicate and foster positive business relationships with upper management and C-Suite executives</span></li><li style="--listitem-marker-color:#000000;font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Technical skills required, as they relate to the use of the product. In other words, you will become a product expert</span></li><li style="--listitem-marker-color:#000000;font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Accountability, attention to detail, and strong organizational skills are essential</span></li><li style="--listitem-marker-color:#000000;font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">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</span></li><li style="--listitem-marker-color:#000000;font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);white-space:pre-wrap;">Experience working within sales and customer success tools like Salesforce, Jira, and Vitally</span></li></ul><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;"><b><strong style="font-size:18pt;white-space:pre-wrap;">Benefits</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;"><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Remote-first/flexible work environment</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Flexible PTO </span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Paid Parental Leave</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Health, Dental & Vision Insurance with premiums covered by Trovata (99% for Employees and 75% for Dependents)</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Flexible Spending Accounts (Health & Dependent Care)</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Life and Long-Term Disability Insurance paid for by Trovata</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">401k Plan</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Equity</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Home Office Setup upon hire, including Macbook, Monitors, Adjustable Desk, Ergonomic chair, adaptors, and accessories</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="font-size:11pt;white-space:pre-wrap;">Phone & Internet Stipend </span></li></ul>
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