Senior Treasury Adoption Consultant

📋 Description

• Maintain strong understanding of customer organization, including key stakeholders, and individual
• 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
• Partner with the account management team to identify opportunities for expansion
• Act as the voice of the customer internally, sharing customer feedback with the product team

🎯 Requirements

• 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
• Strong desire to work with customers to demonstrate the value of the DebtBook application

🎁 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