Modern Treasury is hiring a
Customer Success Manager, Remote - Worldwide

Summary

The job is for a Customer Success Manager at Modern Treasury who will manage post-sale activities, lead product trainings, act as a trusted advisor to customers, monitor customer usage, develop a broad understanding of the customers' cross-product needs, and share monthly updates on each customer with the company.

Requirements

• 5+ 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

Responsibilities

• Quarterback all post-sale activities including partnering with counterparts within Customer Success to project manage customers’ onboarding journey, field technical questions, and consult on product strategies to help customers get maximum value from Modern Treasury
• Lead product training demos and host bi-weekly check-in calls as well as quarterly business reviews with your customers. Some travel is required
• Act as a trusted advisor and drive customer adoption and retention across your portfolio. 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. 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
• Share monthly updates on each of your customers with the company and keep customer information up to date in our CRM (Salesforce)
• Work cross-functionally with teams like Bank Implementations, Solutions Architecture, Technical Support, Product, and Engineering
• 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

Preferred Qualifications

Finance or accounting knowledge is a plus