Truv6mo ago

USD 130000–170000/yr

Customer Success Manager, Enterprise Accounts

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Customer Success ManagerEnterprise Customer Success ManagerCustomer SuccessCustomer

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Quick Summary

Overview

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,

Technical Tools

Customer Success ManagerEnterprise Customer Success ManagerCustomer SuccessCustomer

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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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

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.

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.

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

Listing Details

Posted: September 26, 2025
First seen: March 26, 2026
Last seen: April 24, 2026

Posting Health

Days active: 28
Repost count: 0
Trust Level: 43%
Scored at: April 24, 2026

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Truv

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Truv is a platform that simplifies the verification of income, employment, assets, insurance, and facilitates the switching of direct deposits, aiding financial institutions in making confident decisions.

Employees

125

Founded

2020

Domain

truv.com

Jobs

View 10 jobs

View company profile

Salary

USD 130000–170000

per year