Customer Success Manager

Company Overview

Trovata is the first new platform to manage corporate cash and liquidity in nearly 30 years. We’re replacing legacy bank portals and outdated treasury management systems (TMS). Trovata is built on a “trove of data” foundation with workflow automation using AI and stablecoins. Trovata is creating the enterprise access, utility, and distribution layer for the future of corporate cash, investments, and payments where AI agents and stablecoins converge to deliver 24/7 programmable liquidity at global scale.

The company was founded by a longtime Controller-CFO with a vision for a better way and engineered by an experienced team from Capital One. We’re fortunate to be financially backed by a syndicate of banks, including J.P. Morgan, Wells Fargo, and Capital One.

About the role

Our team is growing! 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.

Total compensation commensurate with experience and location: $90,000 - $120,000 (inclusive of MBO/bonus component)

What you'll do

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

What Success Looks Like

Own and proactively manage a book of business with full accountability for customer outcomes

Consistently meet deadlines and follow through on commitments to customers and internal teams

Lead customer calls with confidence, clear agendas, and defined next steps

Drive adoption, engagement, and renewals

Identify risks early and take action to develop save plans and mitigate churn

Qualifications

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

Originally posted on Himalayas