Senior Customer Success Engineer

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 Our technology streamlines income and employment verification, direct deposit switching, and more-eliminating outdated processes and unlocking greater financial opportunities.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 DoOwn the technical relationship with assigned enterprise accounts post-sales, serving as the primary point of contact for technical implementation, integration, and optimizationDevelop and execute technical account plans that align our solutions with customers' business objectives and technical environmentLead client onboarding, solution design, implementation, and integration projects, collaborating with customers' technical teams and internal engineering resourcesCreate and deliver training programs for customer teamsProactively identify and resolve technical challenges before they impact customer satisfaction. Conduct review sessions and health checks to ensure optimal platform utilizationMonitor customer technical metrics and usage patterns to identify opportunities for expanded adoptionPartner with Product and Engineering teams to advocate for customer needs and provide market feedbackDocument best practices and contribute to internal knowledge baseGuide customers through platform updates, new feature releases, and technical changesRequired Skills5+ years of experience in technical customer success, solutions engineering, or similar customer-facing technical role within B2B SaaS, Mortgage, or LendingProven track record at early-stage startups (50-200 employees)Minimum 5 year tenure in previous positions, demonstrating stability and impactStrong technical background with understanding of APIs, integrations, data workflows, and enterprise software architectureEnterprise account management or customer management experience essentialStrong analytical and problem-solving capabilitiesOutstanding communication skills with ability to explain technical concepts to various audiencesBachelor's degree in Computer Science, Engineering, or related field (or equivalent experience)Success MetricsCustomer retention and expansion ratesTechnical implementation success ratesTime-to-value for new customersCustomer satisfaction and NPS scoresProduct adoption metricsTechnical issue resolution timesCustomer health scoresRevenue growth within accountsBenefitsCompetitive salary and equity packageFully RemoteHealth, dental, and vision benefits401(k) Flexible time off Regular team events and collaboration opportunitiesWork with cutting-edge technology and innovative customersLearn from experienced leadership team from top tech companiesHigh-impact role with clear growth trajectoryOpportunity to shape the future of financial data access$140,000 - $190,000 a yearBaseWe are an equal opportunity employer committed to diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Created: 2026-04-02