GTreasury · 2 months ago
Customer Success Manager (NYC NY - Hybrid)
New York, NY
Full-time
Hybrid
Mid, Senior Level
$105K/yr - $105K/yr
5+ years expGTreasury is the leading innovator of integrated SaaS treasury and risk management solutions for the digital treasurer. As a Customer Success Manager, you will play a pivotal role in ensuring customers achieve their desired outcomes with GTreasury's solutions, driving product adoption and customer satisfaction. Your responsibilities will include developing trusted advisor relationships, co-creating success plans, and advocating for customers internally.
AccountingBankingBusiness IntelligenceEnterprise SoftwareFinancial ExchangesFinancial ServicesFinTechInformation TechnologyPaymentsSoftware
Responsibilities
Develop a trusted advisor relationship with key customer stakeholders and executive sponsors to drive product adoption and ensure customers are leveraging the solution to achieve full business value
Be accountable for enabling customers to achieve their desired outcomes, setting them up for success during critical moments that matter in the journey, as evidence over time through product adoption
Co-create Value Achievement & Success Plans with your customers to develop a deep understanding of their business, primary business outcomes, and tangible success metrics
Develop, automate and scale customer lifecycle events including kickoff/onboarding, business review, feature announcements, utilization and user engagement
Address customer inquiries, manage obstacles, and identify ways to drive additional value
Establish periodic touchpoints to ensure customers are informed, remain engaged, and solicit general feedback
Be an advocate and voice for our customers internally and partner with cross-functional teams to facilitate successful implementation, adoption, expansion, and renewals
Work in partnership with Operational, Product, Engineering, Sales, and Support teams to provide customer feedback and ensure requests are resolved in a timely manner
Qualification
Required
5+ years of customer success, service, product, account management, or software sales experience in a B2B SaaS Solutions environment
Ability to interact with enterprise customer teams at various levels of technical and non-technical depth, and across multiple levels from end user through C-level stakeholders while navigating tough conversations
Strong presentation and communication skills, verbal and written
Project management skills, with proven results working as a reliable advisor to drive business value for customers
Highly data-driven with a dedication to following processes
Intellectually curious and enjoys creative problem solving
Passionate about driving and tracking a consistent engagement process with all customers in your portfolio
Flexible approach, able to operate effectively with uncertainty and change
Preferred
Bachelor's degree preferred, or equivalent experience
Benefits
Excellent medical, dental and vision insurance options
HSA and FSA options + company HSA contributions
401K matching
100% paid parental leave
15 paid holidays + competitive PTO
Flexible work environment
Company
GTreasury
GTreasury provides a comprehensive treasury management system (TMS) designed to enhance cash visibility, forecasting, and risk control.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$42MKey Investors
Mainsail Partners
2025-10-16Acquired
2017-10-24Series Unknown· $42M
Leadership Team
Renaat Ver Eecke
CEO & Board Member
Recent News
2026-01-11
2026-01-07
Company data provided by crunchbase