Senior Customer Success Manager - Treasury Accounts

📋 Description

• Manage a book of government treasury customers across the enterprise segment
• Build deep knowledge of customer organizations, stakeholders, and value drivers
• Identify and articulate drivers that maximize DebtBook value
• Proactively engage customers via phone, email, and online sessions
• Guide adoption of new features and promote product value
• Collaborate on renewal planning to address needs and goals

🎯 Requirements

• 2+ years in public finance or treasury-related roles
• 4+ years in industry or fintech SaaS
• Accounting or finance background required
• Experience with ChurnZero or similar CSM platforms and strong analytics
• Strong communication to build trust with customer teams
• Self-motivated with project management and organizational skills

🎁 Benefits

• Equity (stock options) for all employees
• Health, dental, and vision insurance, plus 401(k) with match
• Flexible work schedules and generous leave (unlimited PTO)
• Professional development and tuition reimbursement
• Family and wellness perks
• In-person social events