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Jobs/Customer Success Manager Role/Truv - Customer Success Manager, Enterprise Accounts
Truv

Truv - Customer Success Manager, Enterprise Accounts

Remote - USA *$130k - $170k2mo ago
RemoteSeniorNAFintechSoftwareCustomer Success ManagerEnterprise Account ExecutiveCustomer SuccessTeam ManagementAccount ManagementCustomer EngagementGoal Setting

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Requirements

• 5+ years of Customer Success experience in SaaS technology, ideally within data, financial services, or mortgage technology. • Deep understanding of the enterprise Customer Success lifecycle and proven ability to deliver measurable client impact. • Experience leading large-scale software rollouts at Fortune 500 or financial services organizations. • Strong ability to master complex product functionality and translate technical concepts into business value for customers. • Skilled at educating, enabling, and training enterprise customers across diverse audiences. • Track record of resolving complex customer issues through effective cross-functional collaboration. • Familiarity with mortgage, consumer lending, or fintech technology and operations. • Background in a high-growth startup environment with demonstrated ability to adapt quickly, problem-solve, and scale processes. • Success Metrics • Adoption & Usage: Enterprise-wide activation and utilization of Truv’s products. • Net Revenue Retention (NRR): Renewals, upsells, and account expansion. • Churn: Minimization of enterprise account attrition. • Time to Implementation: Efficient rollout across enterprise systems. • Time to Value: Rapid delivery of measurable business outcomes. • Customer Health & Satisfaction: High satisfaction scores, strong relationships, and long-term advocacy.

Responsibilities

• Manage and nurture relationships with enterprise clients to ensure their success on Truv's platform. • Develop personalized account strategies that align with client goals while maximizing revenue potential for the company. • Monitor key performance indicators (KPIs) related to customer retention, upsell rates, and overall satisfaction levels among enterprise clients. • Provide proactive support by identifying opportunities or challenges faced by clients in their business operations that can be addressed through Truv's services. • Collaborate with cross-functional teams within the company to ensure seamless service delivery for high-value accounts and address any client concerns promptly. • Communicate regularly with enterprise account executives, sales representatives, product managers, and other stakeholders involved in supporting clients' success on Truv’s platform. • Attend regular meetings to review progress towards goals set for each high-value enterprise account and make necessary adjustments as needed. • Develop a comprehensive understanding of the client businesses by conducting periodic reviews, assessments, or site visits (if applicable). • Provide ongoing education and training opportunities that help clients leverage Truv's platform to its fullest potential while staying up-to-date with industry trends.

Benefits

• Health, dental, and vision insurance • Flexible time off • Work with cutting-edge technology and innovative customers • Opportunity to shape the future of financial data access • $130,000 - $170,000 a year • Base Salary Range $130,000 - $170,000 a year • We 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.

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