Senior Customer Success Manager - Treasury Accounts

📋 Description

• Manage a book of business of governmental treasury customers in the enterprise segment
• Maintain stakeholder maps and value drivers to sustain account health
• Assess value drivers to maximize DebtBook adoption and utilization
• Engage customers via phone, email, and online sessions throughout the lifecycle
• Educate on new functionality and drive feature adoption
• Proactively coordinate renewal planning and address needs and goals

🎯 Requirements

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

🎁 Benefits

• Competitive salaries plus equity
• Comprehensive health, dental, vision insurance
• 401(k) with 4% employer match
• Flexible schedules and generous leave (including unlimited PTO)
• Professional development opportunities and tuition reimbursement
• Family and wellness perks and in-person events