Customer Success Manager

Team: Customer Success
Location: Remote

About Truv:

Truv is revolutionizing the financial data landscape as the safest and most reliable API platform for payroll account access. Our solutions power income & employment verification, direct deposit switching, and beyond. Backed by $30M from Kleiner Perkins and NYCA, we’re taking on a $2B legacy market with innovation and customer-centricity. Led by veterans from Apple, Carta, Venmo, MX, and Okta, we’re building the future of financial data access.

Position Overview:

We are seeking a Customer Success Manager to serve as a trusted advisor to our enterprise Fintech and Financial Institution clients. This role entails strong relationship management skills to drive product adoption, customer satisfaction, and business outcomes in a high-growth environment.

Key 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.

Required Skills:

• 3-5+ years of experience in customer success or similar customer-facing role within B2B SaaS, Mortgage, or Lending or fintech.