[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

Skills

Key technologies and capabilities for this role

Customer Success ManagementSaaSFinancial ServicesMortgage TechnologyAPIData AnalysisClient Relationship ManagementProject ManagementStakeholder ManagementOnboardingTrainingRisk ManagementSales Support

Questions & Answers

Common questions about this position

What experience is required for the Customer Success Manager role?

Candidates need 5+ years of Customer Success experience in SaaS technology, ideally in data, financial services, or mortgage technology, along with experience leading large-scale software rollouts at Fortune 500 or financial services organizations.

What are the key responsibilities of this position?

The role involves owning the success of enterprise customers, acting as a trusted advisor, driving adoption, leading implementations, delivering enablement programs, analyzing customer data, managing risks, and partnering on renewals and expansions.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for this Customer Success Manager position?

A strong candidate has a deep understanding of the enterprise Customer Success lifecycle, the ability to master complex products and translate them into business value, skills in educating diverse audiences, a track record of cross-functional collaboration, and experience thriving in a high-growth startup environment.

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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