Customer Success Manager

TruvMiami, FL

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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

What You’ll Do

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.

Who You Are

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:

Competitive salary and equity package.
Fully Remote.
Health, dental, and vision benefits.
401(k)
Flexible time off.
Work with cutting-edge technology and innovative customers.
Learn from an experienced leadership team from top tech companies.
High-impact role with clear growth trajectory.
Opportunity to shape the future of financial data access.
This role serves as a stepping stone toward technical positions like TAM, offering exposure to API products and technical customer management.

Base salary; bonus and equity package are additional.

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.

Applicants must be based in the United States and legally authorized to work in the U.S. Applications from candidates residing outside the United States will not be considered.

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FAQs About Customer Success Manager Jobs at Truv

What is the work location for this position at Truv?

This job at Truv is located in Miami, FL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Truv?

Employer has not shared pay details for this role.

What employment applies to this position at Truv?

Truv lists this role as a Full-time position.

What experience level is required for this role at Truv?

Truv is looking for a candidate with "Senior-level" experience level.

Does Truv allow remote work for this role?

Yes, this position at Truv supports remote work, giving candidates the flexibility to work outside the primary office location.

What benefits are offered by Truv for this role?

Truv offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Flexible/Unlimited PTO, Career Development, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Truv?

You can apply for this role at Truv either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.