Senior Technical Account Manager

Posted 13 Days Ago
Hiring Remotely in Miami, FL
Remote
120K-140K Annually
Mid level
Financial Services
The Role
As a Technical Account Manager at Truv, you will manage technical relationships with enterprise clients, ensuring successful implementation and integration of solutions, providing training, and advocating for customer needs to enhance product adoption and satisfaction.
Summary Generated by Built In

About Truv:


Truv is revolutionizing the financial data landscape as the safest and most reliable API platform for payroll account access. Our solutions power income & employment verification, direct deposit switching, and beyond. Backed by $30M from Kleiner Perkins and NYCA, we're taking on a $2B legacy market with innovation and customer-centricity. Led by veterans from Apple, Carta, Venmo, MX, and Okta, we're building the future of financial data access.


Position Overview:


We are seeking a Technical Enterprise Account Manager to serve as a trusted advisor to our enterprise Fintech and Financial Institution 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.



Key Responsibilities

  • Own the technical relationship with assigned enterprise accounts post-sales, 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 satisfactionConduct 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 baseGuide customers through platform updates, new feature releases, and technical changes

Required Skills

  • 5+ years of experience in technical customer success, solutions engineering, or similar customer-facing technical role within B2B SaaS, Mortgage, or Lending
  • 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 (or equivalent experience)

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

Why Truv?

  • Competitive salary and equity package
  • Comprehensive health, dental, and vision benefits
  • Remote work flexibility
  • Regular team events and collaboration opportunities
  • 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

Top Skills

APIs
The Company
HQ: New York, New York
77 Employees
On-site Workplace
Year Founded: 2020

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.

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