Truv17mo ago

USD 140000–190000/yr

Senior Customer Success Engineer

Miami · Miami · MiamiRemotesenior

OtherCustomer Success Engineer

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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

OtherCustomer Success Engineer

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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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 Technical Enterprise Account Manager to serve as a trusted advisor to our enterprise Fintech and Financial Institution clients. This role combines deep technical expertise with strong relationship management skills to drive product adoption, customer satisfaction, and business outcomes in a high-growth environment.

Own the technical relationship with assigned enterprise accounts post-sales, serving as the primary point of contact for technical implementation, integration, and optimization

Develop and execute technical account plans that align our solutions with customers' business objectives and technical environment

Lead client onboarding, solution design, implementation, and integration projects, collaborating with customers' technical teams and internal engineering resources

Create and deliver training programs for customer teams

Proactively identify and resolve technical challenges before they impact customer satisfaction. Conduct review sessions and health checks to ensure optimal platform utilization

Monitor customer technical metrics and usage patterns to identify opportunities for expanded adoption

Partner with Product and Engineering teams to advocate for customer needs and provide market feedback

Document best practices and contribute to internal knowledge baseGuide customers through platform updates, new feature releases, and technical changes

5+ years of experience in technical customer success, solutions engineering, or similar customer-facing technical role within B2B SaaS, Mortgage, or Lending

Proven track record at early-stage startups (50-200 employees)

Minimum 5 year tenure in previous positions, demonstrating stability and impact

Strong technical background with understanding of APIs, integrations, data workflows, and enterprise software architecture

Enterprise account management or customer management experience essential

Strong analytical and problem-solving capabilities

Outstanding communication skills with ability to explain technical concepts to various audiences

Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience)

Customer retention and expansion rates

Technical implementation success rates

Time-to-value for new customers

Customer satisfaction and NPS scores

Product adoption metrics

Technical issue resolution times

Customer health scores

Revenue growth within accounts

Competitive salary and equity package

Fully Remote

Health, dental, and vision benefits

401(k)

Flexible time off

Regular team events and collaboration opportunities

Work with cutting-edge technology and innovative customers

Learn from experienced leadership team from top tech companies

High-impact role with clear growth trajectory

Opportunity to shape the future of financial data access

Listing Details

Posted: November 11, 2024
First seen: March 26, 2026
Last seen: April 24, 2026

Posting Health

Days active: 29
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 140000–190000

per year