Manager, Customer Success Team

Responsibilities

• Lead, coach, and mentor a high-performing Customer Success team
• Develop and execute scalable playbooks for onboarding, implementation, adoption, renewals, and expansion
• Drive renewal strategy and expansion opportunities in partnership with Finance and Sales
• Develop technical account plans that align Truv’s solutions with customer business objectives
• Lead client onboarding, solution design, and integration projects alongside engineering resources
• Oversee customer health, product usage trends, and lifecycle engagement
• Partner with Product, Engineering, and Finance to advocate for customer needs and market feedback
• Implement systems, KPIs, and analytics to measure retention and team performance

Requirements

• 7+ years of experience in Customer Success or related roles within B2B SaaS or fintech
• 5+ years of people management experience with a proven ability to scale teams
• Proven track record of success in early-stage startups (50–200 employees)
• Experience managing strategic enterprise customer portfolios
• Strong analytical and problem-solving capabilities
• Bachelor’s degree in Engineering or a related technical field

Preferred Qualifications

• Background in lending, payroll, public sector, or data API platforms
• Experience using AI tools to increase team productivity and efficiency

Benefits

• Fully remote work environment
• Competitive salary and equity package
• Health, dental, and vision insurance
• 401(k)
• Flexible time off

About the Company

Truv is transforming the financial data industry through a secure, real-time API platform for payroll account access. Our technology modernizes income and employment verification, direct deposit switching, and other critical workflows. Backed by $30M from leading investors including Kleiner Perkins and NYCA, Truv is disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach.