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Customer Success Manager

1 month, 1 week ago
Anywhere
Full-time
Mid Level
Customer Success Manager
Customer and Technical Support
Apply Now
Truv

Truv

Truv provides a comprehensive verification solution that simplifies the process of confirming income, employment, assets, and insurance for financial institutions, enabling them to make informed decisions.

Diversified Financial Services
51-250
Founded 2020
$28M raised
View All Jobs 12

Description

  • Own the post-sales relationship for assigned mid-market accounts up to $250K ARR as the primary point of contact.
  • Lead customer onboarding, out-of-the-box implementation, configuration projects, and go-live support.
  • Collaborate with customer teams to deliver integration, training, optimization, and ongoing support.
  • Create and deliver training programs for customer teams.
  • Participate in a pooled support model to answer customer questions and provide first-level triage.
  • Execute onboarding and implementation across 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 expansion opportunities.

Requirements

  • 3-5+ years of experience in customer success or a similar customer-facing role within B2B SaaS, mortgage, lending, or fintech.
  • Proven track record working at early-stage startups with 50-200 employees.
  • Minimum 5-year tenure in previous positions, demonstrating stability and impact.
  • Prior account management or customer management experience.
  • Strong problem-solving capabilities.
  • Outstanding communication skills with the ability to explain product features, integrations, and functionality to different audiences.
  • Bachelor’s degree in Computer Science, Engineering, or a related field, or equivalent experience.

Benefits

  • Base salary of $80,000-$100,000.
  • Healthcare coverage.
  • PTO and remote work flexibility.
  • Professional development opportunities.
  • Exposure to API products and technical customer management as a path toward technical roles like TAM.

Interested in this position?

Apply directly on the company website

Apply Now

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