About the role
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. \n 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. 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). Success Metrics: Customer retention and expansion rates. Time-to-value for new customers. Churn rate for your book of business. Product adoption metrics. Customer health scores. Revenue growth within accounts.