Key skills
Customer SuccessSaaS technologyEnterprise Customer Success lifecycleSoftware rolloutFinancial services technologyMortgage technologyFintech technologyData analysisTraining and enablementSaaSCollaboration
About this role
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, Enterprise Accounts to serve as a trusted advisor to strategic and enterprise clients, directly impacting revenue growth and customer satisfaction.
Responsibilities:
- 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
Requirements:
- 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