Job Description
📋 Description Develop trusted advisor relationships with CFOs and finance executives to drive adoption. Guide enterprise treasury customers from onboarding through long-term strategic use. Co-create Value Achievement & Success Plans to capture treasury objectives and outcomes. Develop and scale lifecycle engagements including onboarding, reviews, and usage tracking. Address inquiries, obstacles, and proactively identify ways to drive additional value. Establish regular touchpoints with treasury and finance teams to gather product feedback. 🎯 Requirements 7+ years in customer success, account management, or enterprise software (treasury/fintech SaaS). Deep treasury ops knowledge: cash, FX, liquidity, and payments. Ability to engage with execs to analysts across complex orgs. Strong executive presentation and communication skills. Proven project management and trusted-advisor track record. Data-driven with engagement health metrics and outcomes tracking. 🎁 Benefits Competitive salary, bonuses, and equity Comprehensive health, retirement, and family benefits Employee giving match Mobile phone stipend Generous vacation and wellness programs Parental leave and family planning support
