Job Title: Customer Success Manager (Enterprise Accounts)

Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities. Backed by $30M from top investors like Kleiner Perkins and NYCA, we’re disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach. Our leadership team brings expertise from industry giants like Apple, Carta, Venmo, MX, and Okta, driving the future of financial data access.

About the Job

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. This is a high-visibility role that directly impacts revenue growth, customer satisfaction, and the long-term success of Truv’s client base.

What You’ll Do

• 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.

Who You Are

• 5+ years of Customer Success experience in SaaS technology, ideally within data, financial services, or mortgage technology.