Customer Success Manager - Enterprise Accounts

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 Our technology streamlines income and employment verification direct deposit switching and more—eliminating outdated processes and unlocking greater financial opportunities.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

$130000 - $170000 a year

Base Salary Range $130000 - $170000 a year

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.