Customer Success Manager, Enterprise Accounts
Overview
Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access.
Job Description
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.
Responsibilities
- - 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.
Required Skills
- - 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.
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
About the company
Truv was founded to modernize the outdated and often ineffective way financial institutions assess creditworthiness. The idea stemmed from the personal experience of co-founder and CEO Kirill Klokov, who, despite having a stable, high-paying job and an MBA from Stanford, was denied loans by 14 financial institutions due to a low credit score and ultimately received financing only at a 15% APR. Together with co-founder and CTO Ilya Chatsviorkin, he launched Truv to give consumers greater control over their financial data and enable more accurate, inclusive lending decisions. Today, Truv provides a unified, consumer-permissioned data platform that connects directly to payroll providers, employers, gig platforms, and other financial data sources, covering more than 150 million Americans through over 12,800 integrations. By enabling instant verification of employment, income, identity, and other financial information directly from the source, Truv helps organizations make faster, more affordable, and more reliable decisions at scale.
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