Full-Time

Customer Success Manager

Mid-Market

Confirmed live in the last 24 hours

Truv

Truv

51-200 employees

Consumer-permissioned data platform for finance

Fintech
Financial Services

Compensation Overview

$70k - $100kAnnually

+ Base Salary Range: $70-80K

Mid

Remote in USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • 2-3+ 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).
Responsibilities
  • Own the relationship with assigned mid-market accounts post-sales(up to 100K 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.

Truv provides a platform that allows financial organizations to access consumer-permissioned data, which includes income and employment verification, direct deposit switching, and employment history verification. The platform works by integrating various data sources, enabling organizations to make informed decisions while reducing risks and costs associated with customer acquisition and verification processes. What sets Truv apart from its competitors is its comprehensive access to all consumer-permissioned financial data sources, which allows for quicker launches and a more efficient workflow. The goal of Truv is to empower financial organizations to operate more confidently and effectively by providing high-quality data and tools that drive growth.

Company Stage

Series A

Total Funding

$27.7M

Headquarters

New York City, New York

Founded

2020

Growth & Insights
Headcount

6 month growth

5%

1 year growth

8%

2 year growth

7%
Simplify Jobs

Simplify's Take

What believers are saying

  • Truv's partnerships streamline mortgage processes, reducing costs by 60-80% for lenders.
  • The platform supports 95% of the U.S. workforce, enhancing verification accuracy and speed.
  • Truv's integration with Fannie Mae's DU service offers lenders Day 1 Certainty.

What critics are saying

  • Increased competition from Plaid and Finicity threatens Truv's market share.
  • Data privacy concerns could arise due to handling sensitive financial information.
  • Economic downturns may reduce demand for mortgage-related verification services.

What makes Truv unique

  • Truv offers unmatched coverage with access to every consumer-permissioned financial data source.
  • Truv's platform integrates seamlessly with leading mortgage POS systems like Lodasoft and BeSmartee.
  • Truv provides a rich developer experience, enabling quick launches for financial organizations.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Remote Work Options

Paid Vacation

Professional Development Budget

Stock Options

401(k) Retirement Plan

Unlimited Paid Time Off