Customer Success Manager

Confirmed live in the last 24 hours

Modern Treasury

Modern Treasury

51-200 employees

API-based platform for managing financial transactions

Financial Services
Data & Analytics


San Francisco, CA, USA

Required Skills
  • 5+ years of experience in a customer-facing role at B2B SaaS companies
  • BA or BS required
  • Strong written and verbal communication skills, organization skills, driven, and process-oriented
  • Ability to present in front of an audience and lead customer product trainings as well as host in-person business reviews as well as the ability to work cross-functionally, particularly with technical personas and sales
  • Proven track record of managing multiple projects and workstreams and experience in process documentation, training, and change management
  • Finance or accounting knowledge is a plus
  • Quarterback all post-sale activities including partnering with counterparts within Customer Success to project manage customers' onboarding journey
  • Lead product training demos and host bi-weekly check-in calls as well as quarterly business reviews with customers
  • Act as a trusted advisor and drive customer adoption and retention across portfolio
  • Monitor customer's usage on a monthly cadence and partner with Sales team on upsells, cross-sells, and renewals
  • Be the voice of the customer internally and provide feedback to inform roadmap planning for Product and Engineering teams
  • Share monthly updates on each customer with the company and keep customer information up to date in CRM
  • Work cross-functionally with teams like Bank Implementations, Solutions Architecture, Technical Support, Product, and Engineering
  • Help monitor day-to-day support activity for customer portfolio and assist with escalations
  • Share product and customer knowledge across book of business and within Customer Success organization

Modern Treasury excels as a workplace due to its forefront position in simplifying and streamlining payment processes with cutting-edge technologies. Specializing in providing an operating system with robust APIs for different payments systems including ACH, RTP, and Wires, it makes financial transactions and reconciliation faster and more reliable. This focus on enhancing financial infrastructure, coupled with a penchant for integrating advanced features such as virtual accounts and a ledger database, ensures a dynamic and progressive work environment.

Company Stage

Series C

Total Funding



San Francisco, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Inclusive healthcare package

Unlimited PTO

Paid parental leave

$1k stipend to setup a home office

$500 yearly book stipend

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