Customer Success Manager

Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. They are seeking a Customer Success Manager to serve as a trusted advisor to enterprise Fintech and Financial Institution clients, focusing on driving product adoption and customer satisfaction.

Responsibilities:

• Own the relationship with assigned mid-market accounts post-sales(up to 250K ARR), serving as the primary point of contact for kickoff, out-of-the-box implementation, integration, training and optimization
• Lead client onboarding, out-of-the-box implementation, configuration projects, collaborating with customers’ teams for go-live and ongoing support
• Create and deliver training programs for customer teams
• Be part of the pooled model to answer customer questions and first-level triage
• Execute onboarding and implementation for 80-100 accounts
• Run periodic business reviews with key stakeholders
• Partner with Sales on renewals and upsell opportunities
• Document customer feedback and feature requests
• Monitor customer metrics and usage patterns to identify opportunities for expanded adoption

Requirements:

• 3-5+ years of experience in customer success or similar customer-facing role within B2B SaaS, Mortgage, or Lending or fintech
• Proven track record at early-stage startups (50-200 employees)
• Minimum 5 year tenure in previous positions, demonstrating stability and impact
• Prior account management or customer management experience essential
• Problem-solving capabilities
• Outstanding communication skills with ability to explain product features, integrations and functionality to various audiences
• Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience)