Customer Success Manager

Truv

Customer Success Manager managing enterprise client relationships for Truv, a financial data access platform. Focus on driving product adoption and customer satisfaction in a high-growth environment.

Posted 6/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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).

Benefits

Comp & perks

Healthcare coverage
PTO and remote work flexibility
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer onboardingimplementationconfigurationtraining programscustomer metrics analysisfeature request documentationB2B SaaSaccount managementcustomer success

Soft Skills

problem-solvingcommunicationcollaborationcustomer relationship managementstakeholder engagement

Certifications

Bachelor’s degree in Computer ScienceBachelor’s degree in Engineering