Trovata

Customer Success Manager

Trovata

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $90,000 - $120,000 per year

About the role

  • 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

Requirements

  • 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
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
  • Monthly Phone & Internet Stipend
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer successaccount managementonboardingtrainingcash managementTMSaccounting systemsdata analysisperformance metricsproduct expertise
Soft Skills
attention to detailorganizational skillscommunicationrelationship buildingcollaborationaccountabilityproblem-solvingcustomer engagementtrust buildingfollow-through