The Role
Lead customer implementations and onboarding initiatives for mortgage technology. Collaborate with engineering and customer success to optimize processes and improve customer satisfaction.
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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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 Role
We are seeking a strategic and execution-oriented Lead Product Manager, Mortgage to lead customer implementations, third-party integrations, and onboarding initiatives across our mortgage technology ecosystem. This role will sit at the intersection of product, engineering, customer success, operations, and strategic partners to ensure seamless deployments and scalable implementation processes.
The ideal candidate has deep experience in mortgage technology, lender workflows, and enterprise implementations, with a strong understanding of LOS/POS ecosystems and third-party integrations.
What You’ll Do:
- Own and optimize the end-to-end customer implementation and onboarding experience for home lending customers.
- Manage integrations and strategic relationships with third-party mortgage technology platforms including Encompass, Blue Sage, Byte, Vesta, nCino, Blend, Tidelwave, Lodasoft, LenderLogix and other LOS/POS/mortgage ecosystem partners
- Partner directly with lenders and enterprise customers to gather business and technical requirements
- Work cross-functionally with engineering, customer success, operations, and partnerships teams to ensure successful client deployments
- Drive scalable implementation processes, onboarding playbooks, and integration standards
- Translate customer implementation needs into product enhancements and roadmap priorities
- Identify opportunities to improve automation, reduce manual effort, and accelerate go-live timelines
- Manage implementation timelines, dependencies, risks, escalations, and stakeholder communication
- Collaborate with Customer Success to improve customer adoption, retention, and expansion outcomes
- Monitor implementation performance metrics and continuously improve operational efficiency
- Serve as the internal subject matter expert for mortgage workflows, lender onboarding, and integration ecosystems
Qualifications
- 4+ years of experience in product management, implementation management, solutions engineering, or enterprise onboarding within fintech or mortgage technology
- Strong knowledge of mortgage origination workflows and lender operations
- Hands-on experience with LOS/POS platforms such as Encompass, nCino, Blue Sage, Byte, or similar systems
- Experience managing API-based integrations and technical implementation projects
- Strong project management and stakeholder communication skills
- Ability to manage multiple customer implementations simultaneously in a fast-paced environment
- Analytical mindset with strong problem-solving and operational execution capabilities
- Experience working with verification providers, borrower data platforms, or embedded fintech products
- Familiarity with mortgage compliance and GSE requirements
- Experience improving onboarding scalability through automation and process optimization
- Technical familiarity with APIs, SSO, webhooks, and integration architectures
- Experience working with enterprise lenders and strategic partners
Required:
Preferred:
Success Metrics:
- Net Dollar Retention (NDR) in partnership with Customer Success
- SLA adherence for customer go-live timelines
- Reduction in implementation and onboarding time
- Increased adoption and usage of integrations and embedded workflows
- Improved customer satisfaction and implementation quality
- Reduced implementation-related escalations and operational overhead
Why Join Us:
- Opportunity to shape the future of home lending and fintech implementations at scale
- Work with leading lenders and mortgage technology platforms across the ecosystem
- High-impact, cross-functional role with visibility across product, engineering, and customer teams
- Fast-paced environment with strong ownership and career growth opportunities
- Competitive compensation, benefits, and flexible work environment
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
- 4+ years of experience in product management, implementation management, solutions engineering, or enterprise onboarding within fintech or mortgage technology
- Strong knowledge of mortgage origination workflows and lender operations
- Hands-on experience with LOS/POS platforms such as Encompass, nCino, Blue Sage, Byte, or similar systems
- Experience managing API-based integrations and technical implementation projects
- Strong project management and stakeholder communication skills
- Ability to manage multiple customer implementations simultaneously in a fast-paced environment
- Analytical mindset with strong problem-solving and operational execution capabilities
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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.
