Senior Customer Success Manager - Treasury Accounts

About the role

We are looking for a candidate with treasury or governmental finance experience who can be a consultative partner to our enterprise level treasury customers as a Sr. Customer Success Manager. If this is you and you bring exceptional project management, communication and relationship building skills please apply to join our growing team!

Responsibilities

• Manage a book of business, primarily governmental treasury customers across the enterprise segment
• Maintain a strong understanding of customer organization, including key stakeholders, and individual value drivers to maintain account health and identify needs
• Understand and assess value drivers that empower customers to maximize their investment in DebtBook
• Proactively engage with customers (phone, email, online sessions) throughout the customer lifecycle and assess and validate account health
• Educate customers on the value of new functionality and foster feature adoption
• Optimize retention efforts by meeting with customers in advance of their renewal period to understand and address their needs, concerns, and goals
• Partner with the account management team to identify opportunities for expansion
• Act as the voice of the customer internally, sharing customer feedback with the product team
• Identify negative sentiment and risk factors for retention and drive strategies to mitigate risks

Requirements

2+ years of experience in a public finance-related or treasury-related role
4+ years of relevant work experience in industry or fintech
SaaS
Accounting or finance background required
Experience with ChurnZero or other CSM platforms, as well as strong analytical capabilities to understand context beyond KPIs and dashboards
Strong communication skills to establish trust and credibility with members of the customer organization
Self-motivated, with strong project management and organizational skills
Strong desire to work with customers to demonstrate the value of the DebtBook application
Willingness and ability to become a product expert on cash, investment, and debt areas of the application
A passion for technology and how it can transform organizations
Comfort in a fast moving startup environment with shifting business demands

Qualifications

Strong communication skills to establish trust and credibility with members of the customer organization
Self-motivated, with strong project management and organizational skills
Strong desire to work with customers to demonstrate the value of the DebtBook application
Willingness and ability to become a product expert on cash, investment, and debt areas of the application

Skills

A passion for technology and how it can transform organizations
Comfort in a fast moving startup environment with shifting business demands

Benefits

Competitive salaries plus equity (stock options) for all employees
Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match
Flexible work schedules and generous leave policies (including unlimited PTO)
Professional development opportunities and tuition reimbursement
Family and wellness perks
In-person social events
Top-of-the-line equipment, and a newly furnished office.

Pay

TBD

Schedule

TBD