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Truv

Customer Success Manager, Enterprise Accounts

Truv Remote 28 days ago
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About Truv

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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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.
  • 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.

    • Success Metrics

  • Adoption & Usage: Enterprise-wide activation and utilization of Truv’s products.
  • Net Revenue Retention (NRR): Renewals, upsells, and account expansion.
  • Churn: Minimization of enterprise account attrition.
  • Time to Implementation: Efficient rollout across enterprise systems.
  • Time to Value: Rapid delivery of measurable business outcomes.
  • Customer Health & Satisfaction: High satisfaction scores, strong relationships, and long-term advocacy.

    • Compensation & 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
    • We are an equal-opportunity employer committed to diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.

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