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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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

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.