Job description
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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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
$130,000 - $170,000 a year
Base Salary Range $130,000 - $170,000 a year
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.
