The Role
Serve as the primary technical advisor for government accounts post-sale: lead onboarding, design and integration, execute technical account plans, deliver training, monitor usage/health, drive adoption and advocate customer needs to Product and Engineering.
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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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 Senior Technical Account Manager to serve as a trusted advisor to our Public Sector clients. This role combines deep technical expertise with strong relationship management skills to drive product adoption, customer satisfaction, and business outcomes in a high-growth environment.
What You’ll Do
- Own the technical post-sales relationship with assigned government accounts, serving as the primary point of contact for technical implementation, integration, and optimization.
- Develop and execute technical account plans that align our solutions with customers' business objectives and technical environment.
- Lead client onboarding, solution design, implementation, and integration projects, collaborating with customers' technical teams and internal engineering resources.
- Create and deliver training programs for customer teams.
- Proactively identify and resolve technical challenges before they impact customer satisfaction. Conduct review sessions and health checks to ensure optimal platform utilization.
- Monitor customer technical metrics and usage patterns to identify opportunities for expanded adoption.
- Partner with Product and Engineering teams to advocate for customer needs and provide market feedback.
- Document best practices and contribute to internal knowledge base, guide customers through platform updates, new feature releases, and technical changes.
Who You Are
- 5+ years of experience in technical customer success, solutions architecture, or similar customer-facing technical role within B2B SaaS
- Proven track record at early-stage startups (50-200 employees)
- Minimum 5 year tenure in previous positions, demonstrating stability and impact
- Strong technical background with understanding of APIs, integrations, data workflows, and enterprise software architecture
- Enterprise account management or customer management experience essential
- Strong analytical and problem-solving capabilities
- Outstanding communication skills with ability to explain technical concepts to various audiences
- Bachelor's degree in Computer Science, Engineering, or related field
- Ability to travel up to 30%
Success Metrics
- Customer retention and expansion rates.
- Technical implementation success rates.
- Time-to-value for new customers.
- Customer satisfaction and NPS scores.
- Product adoption metrics.
- Technical issue resolution times.
- Customer health scores.
- Revenue growth within accounts.
Benefits
- Competitive salary and equity package.
- Fully Remote.
- Health, dental, and vision benefits.
- 401(k)
- Flexible time off.
- Work with cutting-edge technology and innovative customers.
- Learn from experienced leadership team from top tech companies.
- High-impact role with clear growth trajectory.
- Opportunity to shape the future of financial data access.
Skills Required
- 5+ years in technical customer success, solutions architecture, or similar customer-facing technical role within B2B SaaS
- Proven track record at early-stage startups (50-200 employees)
- Minimum 5 year tenure in previous positions, demonstrating stability and impact
- Strong technical background with understanding of APIs, integrations, data workflows, and enterprise software architecture
- Enterprise account management or customer management experience
- Strong analytical and problem-solving capabilities
- Outstanding communication skills with ability to explain technical concepts to various audiences
- Bachelor's degree in Computer Science, Engineering, or related field
- Ability to travel up to 30%
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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.
