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Posted 2 months ago

Company Overview

Our mission is to build financial management technologies that enable the world’s most important companies to grow more quickly in a sustainable way that’s good for people, the planet, and business.

When companies have strong cash flow performance they can shift from short-term acrobatics to long-term growth and innovation. These are the teams that change the world by being freed to optimize for all of their stakeholders, including their employees, business partners, and environment.

The Opportunity

Cash flow is the toughest financial statement to understand but it’s fundamental to funding your own growth. We build the most intuitive and actionable tools for companies to optimize cash flow performance. Our platform analyzes billions of dollars of B2B transactions each year, users spend 70% of their workday in Tesorio, and we save finance teams thousands of hours. As a result, they can invest more confidently and anticipate their capital needs further in advance.

We’re growing quickly and working with the world’s best companies and the largest bank in the US. We raised a $10MM Series A led by Madrona Venture Group and are backed by top investors including First Round Capital, Y Combinator, and Floodgate. We’re also backed by tenured finance execs, including the former CFOs of Oracle and NetSuite. 

We have a small office in the San Francisco Bay Area, and we have a diverse, distributed workforce in five countries. We don’t believe that people need to sacrifice being close to their families and where they’d prefer to live in order to do their best work.

Job Description

As a Customer Success Manager at Tesorio, you’ll join a small, driven and creative team of problem-solvers aimed at providing best-in-class solutions for our growing list of partners. You will be responsible for all customer relationship activities including customer communication, onboarding, and follow up. You will identify opportunities to make our customers more successful and improve use of Tesorio (ex. Tips & Tricks). You will conduct Business Reviews to ensure that we are improving customer experience.

You will help own our customer relationships, solve business problems with some of the top finance teams in the world in order to understand their existing processes, business goals and areas of opportunity. This role will be the primary touchpoint for all customers.

This role is available for applicants located in the United States.


Bay Area or