Hybrid Treasury Consultant

Posted 18 hours ago

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About the role

  • Treasury Consultant managing onboarding and customer relationships for SaaS financial technology startup. Collaborating with multiple teams to provide exceptional customer service and support.

Responsibilities

  • Guide new customers through the onboarding process, ensuring they understand and effectively use our SaaS product.
  • Build and maintain strong, long-lasting relationships with customers, acting as their primary point of contact.
  • Provide timely and effective support to resolve customer issues, coordinating with internal teams as necessary.
  • Advocate for customers' needs and feedback within the company, ensuring our products continuously meet their evolving requirements.
  • Monitor customer health metrics and proactively address potential issues to prevent churn.
  • Identify opportunities for upselling and ensure successful renewals by demonstrating the value of our products.

Requirements

  • 3+ years of experience in customer success, account management, or a related field in financial technology industry.
  • Excellent verbal and written communication skills, with the ability to effectively convey complex information.
  • A strong commitment to providing exceptional customer service and satisfaction.
  • Proactive and analytical mindset with the ability to identify issues and develop practical solutions.
  • Comfortable with technology and quick to learn new software and tools.
  • A degree in business, finance, or a related field is preferred.
  • Working proficiency in English & fluent in Spanish.

Benefits

  • A competitive salary according to the project and responsibility.
  • Hybrid working setup & flexible schedule
  • Latest technology of your choice to do your impactful work with.
  • Access to private health insurance with Sanitas
  • Access to salary on demand, restaurant card, transport card, and kindergarden checks through Payflow
  • English Classes
  • Career progression - we are a small team with great ambitions.
  • An opportunity to work hand in hand with our founders who built their careers in Investment Banking at J.P. Morgan for more than a decade.
  • 360º development - through internal and external talks, sponsored conferences and many more to come.
  • Twice-yearly performance reviews
  • Team Buildings plans

Job title

Treasury Consultant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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