Customer Success Manager, Treasury (TMS)

Trovata has pioneered direct data integrations with financial institutions to transform corporate banking data. In the Customer Success Manager, Treasury (TMS) role, you will support customers using Trovata TMS, ensuring ongoing value and helping them achieve their goals.

Responsibilities:

• 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 an understanding of Trovata TMS, including cash positioning, forecasting, bank connectivity, and money movement workflows, capital markets, and engage with customers about the features and functionality most relevant to their treasury operations
• Leverage relationships, data/metrics, and team resources to proactively identify, assess, and flag risk, and collaborate with team to mitigate and address it
• Serve as the voice of the customer for treasury workflow enhancements, partnering with Product to help prioritize the roadmap for Trovata TMS

Requirements:

• 5–7+ years in Customer Success, Account Management, or a similar customer-facing role in software, ideally serving finance or treasury teams
• Hands-on experience with a Treasury Management System (TMS), cash management platform, or ERP and accounting system required
• 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, with working knowledge of core treasury operations, including cash positioning, liquidity forecasting, bank connectivity, and reconciliation
• Experience working within sales and customer success tools like Salesforce, Jira, and Vitally
• Direct experience with Trovata TMS, Kyriba, GTreasury, or similar treasury platforms is a plus