Customer Success Manager - Trovata.io

Company Overview

For nearly every company in the world with revenues greater than $10M, answering simple questions like, How much cash do we have? and, What's our cash flow like now and what's it going to be like in 6 months? are not easy for finance and treasury teams.

Today, cash is still primarily managed in spreadsheets for most companies. Most company's have more than one bank. Balance and transaction data isn't easily accessible. Incumbent legacy treasury systems used by large corporations are 25-45 years old and can take years to set up.

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

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.

What you"ll do

• Serve as primary point of contact and guide overall relationship with customers, increasing adoption and product use to drive NPS, retention, and expansion

• 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

• Establish regular cadence meetings and official business reviews (monthly, quarterly, etc.) with each customer to align and realign on business objectives, KPIs, product use and product opportunities

• 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

• At least 2 years of work experience as a Customer Success Manager, Account Manager, or similar role

• 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

• Experience in managing a diverse group of customers (multiple verticals) and ability to train each effectively according to company guidelines

• Educational or professional background in treasury, accounting, or finance

• Experience working with cash management and/or accounting systems

• Experience working within sales and customer success tools like Salesforce, Jira, and Vitally

• CST and EST time zone preferred

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

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