[Remote] Customer Success Manager, Enterprise Accounts at Truv

Remote

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Financial Services, Data ServicesIndustries

Requirements

Candidates must have over 5 years of Customer Success experience in SaaS technology, preferably in data, financial services, or mortgage technology. A deep understanding of the enterprise Customer Success lifecycle and proven ability to deliver measurable client impact are essential. 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, and skills in educating, enabling, and training enterprise customers are required. A track record of resolving complex customer issues through effective cross-functional collaboration and familiarity with mortgage, consumer lending, or fintech technology and operations are necessary. Experience in a high-growth startup environment with demonstrated ability to adapt quickly, problem-solve, and scale processes is also required.

Responsibilities

The Customer Success Manager will own the success and outcomes of Truv’s largest and most complex enterprise customers, acting as a trusted advisor to senior stakeholders across multiple lines of business. They will drive adoption and maximize utilization of Truv within large, matrixed organizations and lead and coordinate enterprise-level implementations spanning multiple products, use cases, and systems. The role involves designing and delivering tailored enablement programs, training, and best practices to accelerate adoption. Responsibilities also include collecting, analyzing, and presenting customer data to uncover insights, proactively identifying and managing customer risks, and partnering closely with Account Executives to support renewals, expansions, and upsells across enterprise accounts.

Skills

Customer Success Management

SaaS

Financial Services

Mortgage Technology

API

Data Analysis

Client Relationship Management

Project Management

Stakeholder Management

Onboarding

Training

Risk Management

Sales Support

Truv

Consumer-permissioned financial data platform

About Truv

Truv provides a platform that allows financial organizations to access consumer-permissioned data, which includes income and employment verification, direct deposit switching, and employment history verification. The platform works by integrating various data sources, enabling organizations to make informed decisions while reducing risks and costs associated with customer acquisition and verification processes. What sets Truv apart from its competitors is its comprehensive access to all consumer-permissioned financial data sources, which allows for quicker launches and a more efficient workflow. The goal of Truv is to empower financial organizations to operate more confidently and effectively by providing high-quality data and tools that drive growth.

New York City, New YorkHeadquarters

2020Year Founded

$27.7MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Remote Work Options

Paid Vacation

Professional Development Budget

Stock Options

401(k) Retirement Plan

Unlimited Paid Time Off

Risks

Increased competition from Plaid and Finicity threatens Truv's market share.

Data privacy concerns could arise due to handling sensitive financial information.

Economic downturns may reduce demand for mortgage-related verification services.

Differentiation

Truv offers unmatched coverage with access to every consumer-permissioned financial data source.

Truv's platform integrates seamlessly with leading mortgage POS systems like Lodasoft and BeSmartee.

Truv provides a rich developer experience, enabling quick launches for financial organizations.

Upsides

Truv's partnerships streamline mortgage processes, reducing costs by 60-80% for lenders.

The platform supports 95% of the U.S. workforce, enhancing verification accuracy and speed.

Truv's integration with Fannie Mae's DU service offers lenders Day 1 Certainty.

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