Technical Account Manager, Encompass

1 day, 8 hours ago
Full-time
Senior
Customer and Technical Support
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

Description

  • Serve as the primary technical point of contact for assigned enterprise Encompass clients.
  • Own the post-sales technical relationship and support successful implementation, configuration, and ongoing optimization of the platform.
  • Develop technical account plans aligned to customer mortgage workflows, compliance requirements, and business objectives.
  • Lead end-to-end onboarding and solution delivery, including environment setup, customizations, integrations, and workflow automation.
  • Collaborate with client technical teams and internal engineering resources to deliver solutions.
  • Build and deliver training programs on Encompass features, custom tools, and integrated solutions.
  • Proactively troubleshoot issues and address technical risks before they affect loan processing or customer satisfaction.
  • Conduct regular technical reviews, pipeline health checks, and performance assessments.
  • Monitor usage data, workflow performance, and integrations to identify efficiency gains and expansion opportunities.
  • Partner with Product and Engineering to share customer feedback and advocate for product and API/SDK improvements.
  • Document technical best practices, workflow standards, and configuration guidelines.
  • Guide customers through Encompass updates, new feature releases, compliance changes, and required technical adjustments.

Requirements

  • 5+ years of experience in technical customer success, solutions engineering, Encompass administration/development, or a similar customer-facing technical role.
  • Experience within B2B SaaS, mortgage technology, or lending operations.
  • Demonstrated success supporting enterprise mortgage clients, preferably in early-stage or high-growth environments with 50–200 employees.
  • Ability to operate autonomously and build processes from the ground up.
  • Strong tenure in previous roles, with 5+ years in prior positions.
  • Hands-on experience with APIs, Encompass SDK, ICE Developer Connect APIs, LOS integrations, data mapping, automation workflows, and enterprise software systems.
  • Proven experience managing strategic enterprise accounts and engaging technical and business stakeholders.
  • Experience driving adoption of Encompass configurations, automations, and integrated tools.
  • Strong analytical and problem-solving skills.

Benefits

  • $130,000 - $170,000 annual salary.
  • Remote work option.
  • Opportunity to work on a high-growth, well-funded company backed by top investors.
  • AI-supported recruiting process with human-led final hiring decisions.

Interested in this position?

Apply directly on the company website

Apply Now

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