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Salary: USD 90,000 - 130,000 / annual
Trovata has built the world's first network unlocking corporate banking data for digital transformation in finance and treasury. The company pioneered direct API integrations with major financial institutions and created a modern tech stack for multibank data transformation, enabling better cash visibility, cash flow analysis, forecasting, and money movement. Founded by a serial enterprise startup CFO, Trovata serves 200+ mid-market and enterprise customers including Block, DraftKings, Bosch, and Krispy Kreme, with backing from J.P. Morgan, Wells Fargo, and Capital One.
As a Customer Success Manager for Treasury (TMS), you will own the end-to-end customer relationship for a defined book of business, managing onboarding, adoption, and renewals. You'll work collaboratively across CS, Sales, Operations, Product, Engineering, and leadership to identify and realize value and revenue opportunities. Daily customer engagement is critical—you'll monitor performance metrics using available datasets (Vitally) to fuel more effective interactions.
Key responsibilities include leading structured customer engagements such as cadence calls and quarterly business reviews with clear agendas and outcomes. You'll build and maintain deep understanding of Trovata TMS functionality including cash positioning, forecasting, bank connectivity, money movement workflows, and capital markets. You'll proactively identify, assess, and flag customer risks, collaborating with internal teams to mitigate issues. This role requires real treasury fluency alongside strong customer success instincts, as customers manage complex treasury operations. You'll consistently deliver on commitments and timelines for both customer-facing and internal workstreams.
