Senior Customer Success Manager

📋 Description

• Manage a book of governmental treasury customers across the enterprise.
• Lead data implementation and platform configuration as a strong project manager.
• Reach out to customers by phone and email to drive engagement.
• Educate customers on new functionality and foster feature adoption.
• Meet with customers before renewal to understand needs and goals.
• Partner with account management to optimize retention and expansion.

🎯 Requirements

• 2+ years in a public finance-related or treasury role.
• 4+ years in industry or fintech SaaS.
• Accounting or finance background required.
• Strong communication to build trust by phone and email.
• Self-motivated with strong project management and organizational skills.
• Proficient in Microsoft Excel, including formulas and functions.

🎁 Benefits

• Comprehensive health, dental, and vision insurance; 401(k) with match.
• Flexible work schedules and generous leave (unlimited PTO).
• Professional development opportunities.
• Family and wellness perks.
• Monthly get-togethers.
• Top-of-the-line equipment and a newly furnished office.