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Truv

Posted 19 months ago

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Senior Customer Success Engineer

MiamiRemoteFull-time

AI Summary

Senior Technical Enterprise Account Manager who owns the technical relationship with enterprise Fintech and Financial Institution clients post-sales, guiding implementation, integration, and optimization to drive adoption and satisfaction.

About this role

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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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


What You’ll Do

  • 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

    • Required Skills

  • 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)

    • Success Metrics

  • 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

    • Benefits

  • 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

    • Skills

    APIsCross-Functional CollaborationCustomer-facing PresentationsCustomer Success AnalyticsData WorkflowsEnterprise Software ArchitectureHealth ChecksIntegrationsKnowledge Base ContributionMetrics & MonitoringNPS TrackingOnboarding And TrainingPlatform Updates And Feature ReleasesPost-sales Engineering CollaborationProduct FeedbackProject ManagementRisk Identification And ResolutionSolution DesignStakeholder AlignmentTechnical Account PlanningTechnical Issue ResolutionTime-to-value Optimization

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