Note: The job is a remote job and is open to candidates in USA. Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. They are seeking a Customer Success Manager to serve as a trusted advisor to enterprise Fintech and Financial Institution clients, focusing on driving product adoption and customer satisfaction in a high-growth environment.
Responsibilities
- Own the relationship with assigned mid-market accounts post-sales(up to 250K ARR), serving as the primary point of contact for kickoff, out-of-the-box implementation, integration, training and optimization
- Lead client onboarding, out-of-the-box implementation, configuration projects, collaborating with customers’ teams for go-live and ongoing support
- Create and deliver training programs for customer teams
- Be part of the pooled model to answer customer questions and first-level triage
- Execute onboarding and implementation for 80-100 accounts
- Run periodic business reviews with key stakeholders
- Partner with Sales on renewals and upsell opportunities
- Document customer feedback and feature requests
- Monitor customer metrics and usage patterns to identify opportunities for expanded adoption
Skills
- 3-5+ years of experience in customer success or similar customer-facing role within B2B SaaS, Mortgage, or Lending or fintech
- Proven track record at early-stage startups (50-200 employees)
- Minimum 5 year tenure in previous positions, demonstrating stability and impact
- Prior account management or customer management experience essential
- Problem-solving capabilities
- Outstanding communication skills with ability to explain product features, integrations and functionality to various audiences
- Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience)
Benefits
- Competitive salary and equity package.
- Fully Remote.
- Health, dental, and vision benefits.
- 401(k)
- Flexible time off.
- Work with cutting-edge technology and innovative customers.
- Learn from an experienced leadership team from top tech companies.
- High-impact role with clear growth trajectory.
- Opportunity to shape the future of financial data access.
- This role serves as a stepping stone toward technical positions like TAM, offering exposure to API products and technical customer management.
Company Overview