Customer Success Manager
Location: Remote
Compensation: To Be Discussed
Reviewed: Fri, Aug 07, 2026
This job expires in: 18 days
Job Summary
Managing a defined book of business, the full-time Customer Success Manager, Treasury (TMS) will support customers using Trovata's treasury management system, focusing on onboarding, adoption, and renewals while collaborating with various teams to drive customer value and growth in a remote work environment.
Key responsibilities
- Own the end-to-end customer relationship, ensuring successful onboarding and ongoing support
- Collaborate with internal teams to identify value and revenue opportunities for customers
- Lead structured customer engagements, monitoring performance metrics and delivering on commitments
Required qualifications
- 5-7+ years in Customer Success, Account Management, or a similar role in software, ideally for finance or treasury teams
- Hands-on experience with a Treasury Management System (TMS) or similar platforms
- Proven track record of driving customer outcomes and managing renewals or expansions
- Educational or professional background in treasury, accounting, or finance
- Experience with sales and customer success tools like Salesforce and Jira
Complete Job Description
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