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Customer Success Manager at Truv. Location Information: . About Truv:. Truv is revolutionizing the financial data landscape as the safest and most reliable API platform for payroll account access. Our solutions power income & employment verification, direct deposit switching, and beyond. Backed by $30M from Kleiner Perkins and NYCA, we’re taking on a $2B legacy market with innovation and customer-centricity. Led by veterans from Apple, Carta, Venmo, MX, and Okta, we’re building the future of financial data access.. Position Overview:. We are seeking a Customer Success Manager to serve as a trusted advisor to our enterprise Fintech and Financial Institution clients. This role entails strong relationship management skills to drive product adoption, customer satisfaction, and business outcomes in a high-growth environment.. Key Responsibilities:. . . Own the relationship with assigned mid-market accounts post-sales(up to 250K ARR), serving as the primary point of contact for kickoff, out-of-the-box implementation, integration, training and optimization.. . Lead client onboarding, out-of-the-box implementation, configuration projects, collaborating with customers’ teams for go-live and ongoing support.. . Create and deliver training programs for customer teams.. . Be part of the pooled model to answer customer questions and first-level triage .. . Execute onboarding and implementation for 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 opportunities for expanded adoption.. . . Required Skills:. . . 3-5+ years of experience in customer success or similar customer-facing role within B2B SaaS, Mortgage, or Lending or fintech.. . Proven track record at early-stage startups (50-200 employees).. . Minimum 5 year tenure in previous positions, demonstrating stability and impact.. . Prior account management or customer management experience essential.. . Problem-solving capabilities.. . Outstanding communication skills with ability to explain product features, integrations and functionality to various audiences.. . Bachelor’s degree in Computer Science, Engineering, or related field (or equivalent experience).. . . Success Metrics:. . . Customer retention and expansion rates.. . Time-to-value for new customers.. . Churn rate for your book of business.. . Product adoption metrics.. . Customer health scores.. . Revenue growth within accounts.. . . Benefits:. . . Base salary: $80-100K.. . Healthcare coverage.. . PTO and remote work flexibility.. . Professional development opportunities.. . This role serves as a stepping stone toward technical positions like TAM, offering exposure to API products and technical customer management.. . . $80,000 - $100,000 a year. Base salary; bonus and equity package are additional.. Truv is an equal opportunity employer. We celebrate diversity and are committed to building a team where you can do the best work of your career.