Technical Account Manager, Encompass at Truv

Miami, Florida, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, MortgageIndustries

Requirements

5+ years of experience in technical customer success, solutions engineering, Encompass administration/development, or a similar customer-facing technical role within B2B SaaS, mortgage technology, or lending operations
Demonstrated success supporting enterprise mortgage clients, preferably in early-stage or high-growth environments (50–200 employees), with the ability to operate autonomously and build processes from the ground up
Strong tenure in previous roles (5+ years in prior positions), reflecting stability, ownership, and long-term impact across customer accounts or technical programs
Solid technical foundation with hands-on experience in APIs, Encompass SDK, ICE Developer Connect APIs, LOS integrations, data mapping, automation workflows, and enterprise software systems
Proven experience managing strategic enterprise accounts, engaging with both technical and business stakeholders, and driving adoption of Encompass configurations, automations, and integrated tools
Strong analytical and problem-solving skills

Responsibilities

Serve as the primary technical point of contact for assigned Encompass enterprise clients, owning the post-sales technical relationship and ensuring successful implementation, configuration, and ongoing optimization of the Encompass platform
Develop and maintain technical account plans that align Encompass capabilities with each customer’s mortgage workflows, compliance requirements, and long-term business objectives
Lead end-to-end onboarding and solution delivery, including Encompass environment setup, customizations, integrations (APIs, SDK, web services), and workflow automation, collaborating closely with client technical teams and internal engineering resources
Build and deliver targeted training programs to help customer teams effectively use Encompass features, custom tools, and integrated solutions
Proactively troubleshoot issues and address technical risks before they affect loan processing or customer satisfaction. Conduct regular technical reviews, pipeline health checks, and performance assessments to ensure optimal Encompass utilization
Monitor customer usage data, custom workflows, and integration performance to identify opportunities for improved efficiency, feature expansion, or additional Encompass modules
Partner with Product and Engineering to advocate for customer needs, share insights from customer implementations, and provide feedback on Encompass enhancements or API/SDK improvements
Document technical best practices, workflow standards, and custom configuration guidelines to support internal knowledge sharing and consistent delivery
Guide customers through Encompass updates, new feature releases, compliance changes, and required technical adjustments to maintain platform stability and regulatory readiness

Skills

Key technologies and capabilities for this role

EncompassAPIsSDKWeb ServicesIntegrationsWorkflow AutomationTechnical Account ManagementOnboardingTroubleshootingMortgage WorkflowsComplianceTraining Programs

Questions & Answers

Common questions about this position

What experience is required for the Technical Account Manager role?

Candidates need 5+ years of experience in technical customer success, solutions engineering, Encompass administration/development, or a similar customer-facing technical role within B2B SaaS, mortgage technology, or lending operations, along with demonstrated success supporting enterprise clients.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this Technical Account Manager role remote or does it require office work?

This information is not specified in the job description.

What does the company culture at Truv look like?

Truv emphasizes a customer-first approach, cutting-edge innovation, and disruption of legacy markets, with leadership expertise from companies like Apple, Carta, and Okta.

What makes a strong candidate for this Technical Account Manager position?

A strong candidate has 5+ years in technical customer success or Encompass-related roles, experience with enterprise clients in B2B SaaS or mortgage tech, and skills in technical relationship management, integrations, and troubleshooting.

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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