Customer Success Manager - Enterprise

December 10

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Modern Treasury

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

☁️ SaaS

Description

• You will quarterback all post-sale activities including partnering with your counterparts within Customer Success (Solution Architects, Bank Implementation Managers) to project manage our customers’ onboarding journey, field technical questions, and consult on product strategies to help customers get maximum value from Modern Treasury. • You will lead product training demos and host bi-weekly check-in calls as well as quarterly business reviews with your customers. Some travel is required. • You will act as a trusted advisor and drive customer adoption and retention across your portfolio. You will monitor your customer’s usage on a monthly cadence and partner with our Sales team on upsells, cross-sells, and renewals. • Internally, you’ll be the voice of the customer and should be constantly learning and teaching customers about our products. You’ll develop a broad understanding of our customers’ cross-product needs and use this unique perspective to provide feedback to inform roadmap planning for our Product and Engineering teams. • You will be responsible for sharing monthly updates on each of your customers with the company and keeping customer information up to date in our CRM (Salesforce). • You will work cross-functionally with teams like Bank Implementations, Solutions Architecture, Technical Support, Product, and Engineering. • You will help monitor day-to-day support activity for your customer portfolio and help with escalations as needed. • Share product and customer knowledge across your book of business and within the Customer Success organization. • We strongly believe that investing in personal and professional growth puts us in a position to deliver long-term value to our customers. This role offers a unique opportunity for growth in a value-driven company, and it sits at the intersection of our customers, our people, and our products.

Requirements

• 7+ years of experience in a customer-facing role at B2B SaaS companies, preferably supporting a technical product • BA or BS required • Strong written and verbal communication skills, organization skills, driven, and process-oriented • Ability to present in front of an audience and lead customer product trainings as well as host in-person business reviews as well as the ability to work cross-functionally, particularly with technical personas and sales • Proven track record of managing multiple projects and workstreams and experience in process documentation, training, and change management • Finance or accounting knowledge is a plus

Benefits

• Offers Equity