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account management customer success saas treasury churnzero📋 Description
- Manage a book of governmental treasury customers
- Understand customer orgs, key stakeholders, and value drivers
- Proactively engage via phone, email, and online sessions
- Educate on new functionality and foster feature adoption
- Optimize retention ahead of renewal with needs and goals
- Identify risk factors to mitigate retention risk
🎯 Requirements
- 2+ years in public finance or treasury-related role
- 4+ years in fintech SaaS or industry experience
- Accounting or finance background required
- Experience with ChurnZero or other CSM platforms and analytics
- Strong communication to build trust with customer teams
- Self-motivated with strong project management and organization
🎁 Benefits
- Competitive salary plus equity (stock options)
- Health, dental, and vision insurance; 401(k) with 4% match
- Flexible schedules and unlimited PTO
- Professional development and tuition reimbursement
- Family and wellness perks
- In-person events and updated office
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