Trovy is building the financial home base for America's 86 million homeowners — the go-to platform for managing your home and accessing low-rate credit, because life is expensive and unpredictable. We believe your biggest asset should unlock your best financial options: bypass the myriad of expensive, rigid credit products and replace them with one simple, powerful solution built around your home equity. Backed by top-tier venture capital, Trovy is led by a team of proven fintech innovators on a mission to make homeownership and personal finances more manageable. Don't own a home without it.
Role OverviewAs a Customer Success Representative, you’ll be a front-line point of contact for Trovy customers, helping them move through onboarding, collecting and processing documents, and answering questions about their HELOC. This is a purely relationship- and service-focused role; it does not involve sales, quotas, or commissions of any kind. You’ll be focused entirely on delivering a genuinely great customer experience.
What matters most is your communication skills, attention to detail, and reliability in following established processes.
What You'll DoAnswer inbound customer calls, emails, and chats in a timely and professional manner
Request and follow up on outstanding documents needed from customers to complete their application or draw request
Upload, label, and organize customer documents accurately in Trovy's systems
Guide applicants through the onboarding process, including document collection and identity verification steps
Follow established operations processes with precision and consistency, and flag gaps or inefficiencies as you find them
Actively collaborate with the operations team to refine and improve workflows
Relay customer feedback and common friction points to the product and operations teams
Identify and escalate any compliance-sensitive customer issues to the appropriate team
Verify that customer-submitted documents are complete and legible before passing them along for review
Follow up with customers on missing signatures or outstanding stipulations/conditions
Send customers status update notifications as their application or draw moves through each stage
Perform basic troubleshooting for customers having trouble logging into or navigating the customer portal
Enter and update customer and loan information accurately in Trovy's loan origination system
Maintain accurate, well-organized records of customer interactions in Trovy's systems
Stay current on Trovy's product features and day-to-day support procedures
Schedule and coordinate callback times with customers as needed
Monitor and manage a shared customer support inbox/queue to ensure timely responses
Track turnaround times and SLA metrics on open customer cases
Prior customer service or call center experience is a plus
Experience with Zendesk or a similar customer support platform is a plus
Strong written and verbal communication skills; you can explain things clearly and patiently
Customer-first mindset with a genuine interest in helping people
Comfort working in a fast-paced, startup environment where processes are still being built
Highly organized with strong attention to detail, especially when handling documents and account records
Process-oriented mindset with a bias toward improvement: you notice when something could work better and you say so
Collaborative by nature; you work well across teams
Ability to work independently and manage multiple customer interactions simultaneously
Compensation: $20.00–$22.00 per hour (non-exempt)
Ownership: Equity compensation in addition to hourly pay
Market Opportunity: Join a team tackling the $30T home equity market
Early Impact: Help shape our operations from the ground up
Success: This is not a sales role; no quotas, no commissions. Your success is measured by customer outcomes
Location: On-site Salt Lake City
Benefits: 401K account, 100% company-paid dental, medical, vision and life insurance, set paid time off days, and more
Skills Required
- Strong written and verbal communication skills
- Customer-first mindset with a genuine interest in helping people
- Highly organized with strong attention to detail
- Process-oriented mindset with a bias toward improvement
- Collaborative by nature; works well across teams
- Ability to work independently and manage multiple customer interactions simultaneously
- Comfort working in a fast-paced startup environment where processes are still being built
- Prior customer service or call center experience
- Experience with Zendesk or a similar customer support platform
- Ability to upload, label, and organize customer documents accurately in company systems
- On-site Salt Lake City work location
What We Do
Trovy is a fintech company building a financial home base for homeowners. It provides a suite of products, including the Trovy HELOC Card, that transform home equity into a flexible, lifelong financial tool. By combining the flexibility of card-based payments with the power of secured real estate lending, Trovy helps homeowners access their equity for debt consolidation, home renovations, and other major purchases.
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