Senior Customer Success Manager - Treasury Accounts
About The Position
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! Our Customer Success Management team is responsible for managing implementation projects to set customers up for success and for maintaining those positive customer relationships that ultimately lead to contract renewal with DebtBook. You will be responsible for engaging DebtBook customers at all levels of their organization in an effort to promote adoption and full utilization of the DebtBook suite of products.
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
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
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
- Generous leave policies (including unlimited PTO)
- Professional development opportunities
- Tuition reimbursement
- Family and wellness perks
- In-person social events
- Top-of-the-line equipment
- Newly furnished office
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
