Role in brief
Truv is looking for a Customer Success Manager to manage their largest enterprise accounts. This role involves driving product adoption, leading complex implementations, and acting as a strategic advisor to senior stakeholders in the fintech sector. Candidates with a background in SaaS customer success, particularly in financial services or mortgage technology, and experience with large-scale software rollouts will find this role a good fit.
About the role
This role focuses on ensuring the success of Truv's most significant enterprise customers. The Customer Success Manager will be responsible for maximizing product utilization and driving adoption within large, complex organizations. This involves leading multi-product implementations, designing training programs, and using customer data to inform strategy and achieve measurable results.
A key aspect of this position is acting as a trusted advisor to senior stakeholders across various business lines. The manager will proactively identify and mitigate customer risks, collaborating with internal teams to ensure positive outcomes. This role also involves partnering with Account Executives to support renewals, expansions, and upsells within the enterprise client base.
Success in this role means effectively managing the entire enterprise Customer Success lifecycle, from implementation through ongoing adoption and expansion. The ideal candidate will demonstrate a deep understanding of complex product functionality and be able to translate technical concepts into clear business value for customers, ultimately contributing to client satisfaction and revenue growth.
The salary for this full-time, remote position is listed between $63,250 and $109,250 USD annually.
Skills that matter here
- Customer Success experience in SaaS technology: This role requires a minimum of five years in SaaS customer success, ideally within data, financial services, or mortgage technology, to manage enterprise accounts effectively.
- enterprise Customer Success lifecycle: The manager needs a deep understanding of the enterprise customer journey to drive measurable client impact and manage complex accounts.
- large-scale software rollouts: Experience leading significant software implementations at large organizations is crucial for managing Truv's enterprise clients.
- complex product functionality: The ability to master and explain intricate product features is essential for translating technical concepts into business value for customers.
- mortgage, consumer lending, or fintech technology: Familiarity with these specific industry domains is beneficial for understanding client needs and operations.
- high-growth startup environment: A background in a fast-paced startup is valued, indicating adaptability and problem-solving skills necessary for scaling processes.
Who this role suits
- You have a proven track record of managing complex client relationships and driving product adoption within large organizations.
- You are adept at translating technical product details into clear business advantages for senior stakeholders.
- You thrive in a fast-paced environment and are skilled at problem-solving and adapting processes.
- You are comfortable acting as a strategic advisor and coordinating across multiple internal and external teams.
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, allowing you to work from anywhere.
What is the seniority level for this role?
This is a middle-seniority position.
What is the salary range for this role?
The salary for this position ranges from $63,250 to $109,250 USD.