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 a deep understanding of Trovata’s platform and engage with customers about the most relevant features/functionality for their specific business needs
Become a trusted advisor for customers around best practices for progressing their cash management, reporting, and forecasting needs with Trovata
Establish, 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 it
Help to grow mutual accountability between Trovata and its customers as we build product, service models, and continually improve our delivery and execution

3–5+ years in Customer Success, Account Management, or similar customer-facing role in SaaS
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
Experience working with cash management, TMS, and/or accounting systems
Experience working within sales and customer success tools like Salesforce, Jira, and Vitally

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
Monthly Phone & Internet Stipend

Customer Success Manager

Key skills