The Role
The Customer Success Manager will oversee Truv's enterprise clients, driving product adoption, managing implementations, and ensuring customer satisfaction to boost revenue and engagement.
Summary Generated by Built In
About Truv
Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities. Backed by $30M from top investors like Kleiner Perkins and NYCA, we’re disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach. Our leadership team brings expertise from industry giants like Apple, Carta, Venmo, MX, and Okta, driving the future of financial data access.
About the Job
We are seeking a Customer Success Manager, Enterprise Accounts to serve as a trusted advisor to our strategic and enterprise Fintech and Financial Institution clients. This is a high-visibility role that directly impacts revenue growth, customer satisfaction, and the long-term success of Truv’s client base.
What You’ll Do
- Own the success and outcomes of Truv’s largest and most complex enterprise customers.
- Act as a trusted advisor to senior stakeholders across multiple lines of business.
- Drive adoption and maximize utilization of Truv within large, matrixed organizations.
- Lead and coordinate enterprise-level implementations spanning multiple products, use cases, and systems.
- Design and deliver tailored enablement programs, training, and best practices to accelerate adoption.
- Collect, analyze, and present customer data to uncover insights that inform strategy and drive measurable success.
- Proactively identify and manage customer risks, engaging internal teams as needed to ensure successful outcomes.
- Partner closely with Account Executives to support renewals, expansions, and upsells across enterprise accounts.
Who You Are
- 5+ years of Customer Success experience in SaaS technology, ideally within data, financial services, or mortgage technology.
- Deep understanding of the enterprise Customer Success lifecycle and proven ability to deliver measurable client impact.
- Experience leading large-scale software rollouts at Fortune 500 or financial services organizations.
- Strong ability to master complex product functionality and translate technical concepts into business value for customers.
- Skilled at educating, enabling, and training enterprise customers across diverse audiences.
- Track record of resolving complex customer issues through effective cross-functional collaboration.
- Familiarity with mortgage, consumer lending, or fintech technology and operations.
- Background in a high-growth startup environment with demonstrated ability to adapt quickly, problem-solve, and scale processes.
Success Metrics
- Adoption & Usage: Enterprise-wide activation and utilization of Truv’s products.
- Net Revenue Retention (NRR): Renewals, upsells, and account expansion.
- Churn: Minimization of enterprise account attrition.
- Time to Implementation: Efficient rollout across enterprise systems.
- Time to Value: Rapid delivery of measurable business outcomes.
- Customer Health & Satisfaction: High satisfaction scores, strong relationships, and long-term advocacy.
Compensation & Benefits
- Fully remote
- Competitive salary and equity package
- Health, dental, and vision insurance
- 401(k)
- Flexible time off
- Work with cutting-edge technology and innovative customers
- Opportunity to shape the future of financial data access
We are an equal-opportunity employer committed to diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.
Skills Required
- 5+ years of Customer Success experience in SaaS technology
- Deep understanding of the enterprise Customer Success lifecycle
- Experience leading large-scale software rollouts
- Strong ability to master complex product functionality
- Skilled at educating and training enterprise customers
- Familiarity with mortgage, consumer lending, or fintech technology
- Background in a high-growth startup environment
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The Company
What We Do
Unlock The Power of Open Finance. Truv lets your customers easily verify income and employment, assets, insurance, switch direct deposit & more — all in one platform.
