Role in brief
Truv is seeking a Customer Success Manager to manage enterprise accounts in the fintech sector. This role involves ensuring client satisfaction, driving product adoption, and leading complex implementations for large organizations. It is suited for someone with a strong background in SaaS customer success, particularly within financial services or data technology, who can act as a trusted advisor to senior stakeholders.
About the role
This role focuses on owning the success of Truv's largest and most intricate enterprise customers. The work involves acting as a trusted advisor to senior stakeholders across various business lines, driving the adoption and maximizing the utilization of Truv's platform within complex organizational structures. A key aspect is leading and coordinating enterprise-level implementations that span multiple products, use cases, and systems.
Success in this position means designing and delivering tailored enablement programs, training, and best practices to accelerate customer adoption. It also requires collecting, analyzing, and presenting customer data to gain insights that inform strategy and demonstrate measurable success. The Customer Success Manager will proactively identify and manage customer risks, engaging internal teams to ensure positive outcomes.
The role also involves close collaboration with Account Executives to support renewals, expansions, and upsells within enterprise accounts. This position is for someone who can master complex product functionality and translate technical concepts into clear business value for customers, while also resolving complex issues through effective cross-functional teamwork.
The salary for this full-time remote position ranges from $63,250 to $109,250 USD.
Who this role suits
- A professional with at least five years of Customer Success experience in SaaS technology, ideally within data, financial services, or mortgage technology.
- Someone who understands the enterprise Customer Success lifecycle and has a proven ability to deliver measurable client impact.
- An individual experienced in leading large-scale software rollouts at Fortune 500 or financial services organizations.
- A person with a background in a high-growth startup environment, demonstrating adaptability and problem-solving skills.
From the employer
- 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.
- 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.
- 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
Questions about this role
What is the remote work policy for this position?
This is a fully remote position.
What level of seniority is expected for this role?
This position is for a middle-seniority professional.
What is the salary range for this role?
The salary for this position ranges from $63,250 to $109,250 USD.