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

Skills

• 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
• 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

Competitive salaries plus equity (stock options) for all employees.

Schedule

Flexible work schedules and generous leave policies (including unlimited PTO).