Senior Customer Success Manager - Treasury Accounts
On-siteCharlotte, North Carolina, United States
Job Summary
Manage a book of business primarily for governmental treasury customers across the enterprise segment by maintaining strong understanding of customer organizations and key stakeholders to identify needs and maximize investment. Proactively engage with customers throughout the lifecycle via phone, email, and online sessions to assess account health, educate on new functionality, and foster feature adoption. Optimize retention by meeting with customers pre-renewal to address concerns and partner with account management to identify expansion opportunities. Act as the internal voice of the customer by sharing feedback with the product team and mitigating risks identified through negative sentiment analysis.
Required Qualifications
- 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
- 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
- Willingness and ability to become a product expert on cash, investment, and debt areas of the application
- Comfort in a fast moving startup environment with shifting business demands
Desired Qualifications
- A passion for technology and how it can transform organizations
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