Senior Customer Success Manager - Treasury Accounts

📋 Description

• Manage a book of business, primarily governmental treasury customers across the enterprise segment
• Maintain a strong understanding of customer organization, including key stakeholders, and
• 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
• 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

🎯 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
• Strong communication skills to establish trust and credibility with members of the customer
• Self-motivated, with strong project management and organizational skills

🎁 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 and generous leave policies (including unlimited PTO)
• Professional development opportunities and tuition reimbursement
• Family and wellness perks
• In-person social events