Customer Success Manager

About the roleOur team is growing! In this Customer Success Manager role, you will be part of a team that is dedicated to driving value and helping our customers achieve their goals. CSMs quarterback the customer’s onboarding, training, and renewal processes for customers in their personal book of business. As part of your duties you will have a significant opportunity to craft the customer journey, identify opportunities, and be the voice of your customers. Total compensation commensurate with experience and location: $90,000 - $120,000 (inclusive of MBO/bonus component)What you'll doOwn the end-to-end customer relationship for a defined book of business, including onboarding, adoption, and renewalsWork 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 customersEngage daily and voraciously with our customers’ while monitoring your own performance metrics. Leveraging all available datasets (Vitally) to fuel more effective and efficient customer engagementsLead structured customer engagements (cadence calls, QBRs) with clear agendas, outcomes, and follow-throughConsistently deliver on commitments and timelines for customer-facing and internal workstreamsBuild and maintain a deep understanding of Trovata’s platform and engage with customers about the most relevant features/functionality for their specific business needsBecome a trusted advisor for customers around best practices for progressing their cash management, reporting, and forecasting needs with TrovataEstablish, 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 itHelp to grow mutual accountability between Trovata and its customers as we build product, service models, and continually improve our delivery and executionWhat success looks likeOwn and proactively manage a book of business with full accountability for customer outcomesConsistently meet deadlines and follow through on commitments to customers and internal teamsLead customer calls with confidence, clear agendas, and defined next stepsDrive adoption, engagement, and renewalsIdentify risks early and take action to develop save plans and mitigate churnA successful candidate has3–5+ years in Customer Success, Account Management, or similar customer-facing role in SaaSDemonstrated ability to manage multiple customers (various verticals) while maintaining strong attention to detail and follow-through with onboarding and trainingProven track record of driving customer outcomes and owning renewal or expansion conversationsExceptional ability to communicate and foster positive business relationships with upper management and C-Suite executivesTechnical skills required, as they relate to the use of the product. In other words, you will become a product expertAccountability, attention to detail, and strong organizational skills are essentialEducational or professional background in treasury, accounting, or financeExperience working with cash management, TMS, and/or accounting systemsExperience working within sales and customer success tools like Salesforce, Jira, and VitallyBenefitsRemote-first/flexible work environmentFlexible PTO Paid Parental LeaveHealth, 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 Trovata401k PlanEquityHome Office Setup upon hire, including Macbook, Monitors, Adjustable Desk, Ergonomic chair, adaptors, and accessoriesMonthly Phone & Internet Stipend

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