Customer Success Manager, Treasury (TMS)

Company Overview

Trovata has pioneered direct data (API) integrations with the largest financial institutions to create the world’s first network unlocking corporate (wholesale) banking data for digital transformation in finance and treasury. In addition, it’s built a modern tech stack to transform a company’s multibank data with a high performance system and modern user experience to better cash visibility, cash flow analysis, cash forecasting, and money movement.

The company was founded by a serial enterprise startup CFO with a vision to automate cash workflows for insights, efficiency, and risk management to transform finance and treasury operations and disrupt 30 years of status quo. Trovata has 200 mid-market and enterprise customers, including companies like Block, DraftKings, Bosch, & Krispy Kreme, and investor backing from a syndicate of banks, including J.P. Morgan, Wells Fargo, and Capital One, we’re just getting started.

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: $120,000 - $145,000 (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)
• 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