Customer Success Manager

Responsibilities

• Own the relationship with assigned mid-market accounts post-sales, serving as the primary point of contact for kickoff, implementation, and optimization
• Lead client onboarding and configuration projects, collaborating with customer teams for go-live and ongoing support
• Create and deliver training programs for customer teams
• Execute onboarding and implementation for a high volume of accounts (80-100)
• Run periodic business reviews with key stakeholders to drive product adoption
• Partner with Sales on renewals and upsell opportunities
• Document customer feedback and feature requests to inform product development
• Monitor customer metrics and usage patterns to identify expansion opportunities

Requirements

• 3-5+ years of experience in customer success or a similar customer-facing role within B2B SaaS, Mortgage, Lending, or Fintech
• Proven track record working at early-stage startups (50-200 employees)
• Prior account management or customer management experience
• Bachelor's degree in Computer Science, Engineering, or a related field (or equivalent experience)
• Outstanding communication skills with the ability to explain technical product features and integrations
• Strong problem-solving capabilities and ability to thrive in a high-growth environment

Benefits

• Base salary of $80,000 - $100,000 (plus bonus and equity)
• Healthcare coverage
• PTO and remote work flexibility
• Professional development opportunities
• Career pathing toward technical roles such as Technical Account Manager (TAM)

About the Company

Truv is revolutionizing the financial data landscape as the safest and most reliable API platform for payroll account access. Our solutions power income and employment verification, direct deposit switching, and beyond. Backed by $30M from Kleiner Perkins and NYCA, we are building the future of financial data access.