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Senior Technical Account Manager

2 months, 1 week ago
United States
Full-time
Senior
Technical Account 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 13

Description

  • Own the technical relationship with assigned enterprise accounts post-sales, acting as the primary technical point of contact for implementation, integration, and optimization.
  • Develop and execute technical account plans that align Truv’s solutions with customers’ business objectives and technical environments.
  • Lead client onboarding, solution design, implementation, and integration projects in collaboration with customers’ technical teams and internal engineering resources.
  • Create and deliver training programs and enablement materials for customer teams to drive adoption and effective use of the platform.
  • Proactively identify, troubleshoot, and resolve technical challenges before they impact customer satisfaction.
  • Conduct regular review sessions, health checks, and usage reviews to ensure optimal platform utilization and meet customer objectives.
  • Monitor customer technical metrics and usage patterns to identify opportunities for expansion and deeper product adoption.
  • Partner with Product and Engineering teams to advocate for customer needs, provide market feedback, and influence product roadmap.
  • Document best practices, contribute to the internal knowledge base, and guide customers through platform updates and new feature releases.

Requirements

  • 5+ years of experience in technical customer success, solutions engineering, or a 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 is essential.
  • Strong analytical and problem-solving capabilities with ability to measure and improve technical implementation success.
  • Outstanding written and verbal communication skills with the ability to explain technical concepts to diverse audiences.
  • Bachelor’s degree in Computer Science, Engineering, or a related field (or equivalent experience).
  • Experience working with enterprise FinTech firms or financial institutions is preferred.

Benefits

  • Competitive salary and equity package (base $140,000–$190,000 per year).
  • Fully remote role with flexible time off.
  • Health, dental, and vision benefits.
  • 401(k) retirement plan.
  • Regular team events and collaboration opportunities.
  • Opportunity to work with cutting-edge technology and innovative customers and to learn from experienced leadership.
  • High-impact role with a clear growth trajectory and ability to shape the future of financial data access.

Interested in this position?

Apply directly on the company website

Apply Now

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