Senior Customer Success Manager - Treasury Accounts

Sr. Customer Success Manager - Treasury Accounts WHO WE ARE DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on DebtBook. We've built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that's been waiting for modern infrastructure. ABOUT THIS ROLE We are looking for a candidate with treasury or governmental finance experience who can be a consultative partner to our enterprise level treasury customers as a Sr. Customer Success Manager.  If this is you and you bring exceptional project management, communication and relationship building skills please apply to join our growing team! Our Customer Success Management team is responsible for managing implementation projects to set customers up for success and for maintaining those positive customer relationships that ultimately lead to contract renewal with DebtBook. You will be responsible for engaging DebtBook customers at all levels of their organization in an effort to promote adoption and full utilization of the DebtBook suite of products.  WHAT YOU’LL DO As a Senior Customer Success Manager, you will: Manage a book of business, primarily governmental treasury customers across the enterprise segment Maintain a strong understanding of customer organization, including key stakeholders, and individual value drivers to maintain account health and identify needs Understand and assess value drivers that empower customers to maximize their investment in DebtBook Proactively engage with customers (phone, email, online sessions) throughout the customer lifecycle and assess and validate account health Educate customers on the value of new functionality and foster feature adoption  Optimize retention efforts by meeting with customers in advance of their renewal period to understand and address their needs, concerns, and goals Partner with the account management team to identify opportunities for expansion  Act as the voice of the customer internally, sharing customer feedback with the product team Identify negative sentiment and risk factors for retention and drive strategies to mitigate risks WHAT YOU BRING 2+ years of experience in a public finance-related or treasury-related role  4+ years of relevant work experience in industry or fintech SaaS Accounting or finance background required Experience with ChurnZero or other CSM platforms, as well as strong analytical capabilities to understand context beyond KPIs and dashboards   Strong communication skills to establish trust and credibility with members of the customer organization  Self-motivated, with strong project management and organizational skills Strong desire to work with customers to demonstrate t...