Company Overview

Trovata is the first enterprise platform to automate cash management for finance and treasury operations. We’re at the forefront of a new wave of modern fintech systems leveraging open banking (direct bank APIs) to help with key business challenges that every company faces: managing and forecasting cash flows. Trovata has reinvented an entirely new user experience built natively in the cloud as a true big data platform and built natively on wholesale banking APIs. 

The company was founded by a longtime Controller-CFO with a vision for a better way and engineered by an experienced team from Capital One. We’re fortunate to be financially backed by a syndicate of banks, including J.P. Morgan, Wells Fargo, and Capital One.

About the role

In this Customer Success Manager role, you will be part of a team that is dedicated to driving value and helping our customers achieve their goals. CSMs quarterback the customer’s onboarding, training, and renewal processes for customers in their personal book of business. As part of your duties you will have a significant opportunity to craft the customer journey, identify opportunities, and be the voice of your customers.

*This is a full-time role, contracted through Oyster (employer of record).

What you'll do

• Serve as primary point of contact and guide overall relationship with customers, increasing adoption and product use.
• Work collaboratively across pillars of CS, Sales, Operations, Product, Engineering, and Trovata leadership teams to identify and realize value and revenue opportunities for each of our customers.
• Engage daily and voraciously with our customers’ while monitoring your own performance metrics. Leveraging all available datasets (Vitally) to fuel more effective and efficient customer engagements.
• Establish regular cadence meetings and official business reviews (monthly, quarterly, etc.) with each customer to align and realign on business objectives, KPIs, product use and product opportunities.
• Build and maintain a deep understanding of Trovata’s platform and engage with customers about the most relevant features/functionality for their specific business needs.
• Become a trusted advisor for customers around best practices for progressing their cash management, reporting, and forecasting needs with Trovata.
• Establish, nurture, and expand relationships within each customer organization in concert with relevant Trovata team members and stakeholders.
• Leverage relationships, data/metrics, and team resources to proactively identify, assess, and flag risk, and collaborate with team to mitigate and address it.
• Help to grow mutual accountability between Trovata and its customers as we build product, service models, and continually improve our delivery and execution.

Qualifications

• At least 2 years of work experience as a Customer Success Manager, Account Manager, or similar role
• Exceptional ability to communicate and foster positive business relationships with upper management and C-Suite executives
• Technical skills required, as they relate to the use of the product. In other words, you will become a product expert
• Accountability, attention to detail, and strong organizational skills are essential
• Experience in managing a diverse group of customers (multiple verticals) and ability to train each effectively according to company guidelines
• Educational or professional background in treasury, accounting, or finance
• Experience working with cash management and/or accounting systems
• Experience working within sales and customer success tools like Salesforce, Jira, and Vitally

Benefits

• Remote-first/flexible work environment
• Annual Leave, Holidays and Statutory sick leave predetermined through Oyster (company's PEO)
• Superannuation Fund through Oyster
• Home Office Setup upon hire, including Macbook, Monitors, Adjustable Desk, Ergonomic chair, adaptors, and accessories