Job Description
📋 Description Develop relationships with CFOs, Treasurers and finance execs to drive adoption. Guide customers from onboarding through long-term strategic use. Co-create Value Achievement and Success Plans with customers and define metrics. Create and scale lifecycle engagements: onboarding, executive reviews, and usage tracking. Address inquiries and proactively drive additional value. Establish regular touchpoints with treasury teams for feedback on product direction. 🎯 Requirements 7+ years in customer success, account management, or enterprise software sales in fintech/treasury or SaaS. Deep treasury operations knowledge: cash management, FX, liquidity, and payment workflows. Able to engage with CFOs and finance teams, navigating complex org structures. Strong executive presentation and written communication skills. Proven project management with a track record as trusted advisor delivering value. Bachelor's degree in Finance or Business; MBA or equivalent is a plus. 🎁 Benefits Competitive salary, bonuses, and equity. Comprehensive benefits covering health, retirement, family planning, and family support. Employee giving match. Mobile phone stipend. R&R days to rest and recharge; generous wellness reimbursement and onsite/virtual programs. Generous vacation policy and parental leave benefits.
