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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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