Customer Success Manager
Trovata
About this role
A Customer Success Manager at Trovata owns end-to-end customer relationships, driving value and helping customers achieve their goals through onboarding, training, and renewal processes. The role involves collaborating across teams to identify value opportunities, engaging with customers, and becoming a trusted advisor for cash management and forecasting.
Skills
About Trovata
trovata.ioTrovata is an open-banking cash management platform that gives finance and treasury teams instant visibility into bank balances and consolidated cash positions. It automates cash collection, reconciliation, and routine treasury workflows while providing fast, data-driven forecasting and scenario planning. By connecting directly to banks via APIs, Trovata offers dashboards, reporting, and integrations that make cash flow management more precise and actionable. Companies use it to reduce manual work, improve forecasting accuracy, and speed cash-related decision making.
About Trovata
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Trovata.
Salary
$90k – $120k
per year