Full-Time
Senior Customer Success Engineer
Truv
51-200 employees
Consumer-permissioned financial data platform and tools
Compensation Overview
$140k - $190k/yr
Miami, FL, USA
Remote
 Customer Experience & Support (1) |
|---|
- 5+ years of experience in technical customer success, solutions engineering, or similar customer-facing technical role within B2B SaaS, Mortgage, or Lending
- Proven track record at early-stage startups (50-200 employees)
- Minimum 5 year tenure in previous positions, demonstrating stability and impact
- Strong technical background with understanding of APIs, integrations, data workflows, and enterprise software architecture
- Enterprise account management or customer management experience essential
- Strong analytical and problem-solving capabilities
- Outstanding communication skills with ability to explain technical concepts to various audiences
- Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience)
- Own the technical relationship with assigned enterprise accounts post-sales, serving as the primary point of contact for technical implementation, integration, and optimization
- Develop and execute technical account plans that align our solutions with customers' business objectives and technical environment
- Lead client onboarding, solution design, implementation, and integration projects, collaborating with customers' technical teams and internal engineering resources
- Create and deliver training programs for customer teams
- Proactively identify and resolve technical challenges before they impact customer satisfaction. Conduct review sessions and health checks to ensure optimal platform utilization
- Monitor customer technical metrics and usage patterns to identify opportunities for expanded adoption
- Partner with Product and Engineering teams to advocate for customer needs and provide market feedback
- Document best practices and contribute to internal knowledge baseGuide customers through platform updates, new feature releases, and technical changes
Truv provides a consumer-permissioned data platform for financial organizations, offering income and employment verification, direct deposit switching, and employment history verification. It connects to consumer-permissioned data sources and delivers verifiable information through a developer-friendly interface with reporting, user invitations, and production access. It differentiates by offering access to every consumer-permissioned financial data source, enabling rapid deployment and a broad set of verification tools to reduce time, cost, and risk. Its goal is to help lenders close deals faster, grow their customer base, and manage risk using high-quality, comprehensive data.
Company Size
51-200
Company Stage
Series A
Total Funding
$28.5M
Headquarters
New York City, New York
Founded
2020
Simplify's Take
What believers are saying
- Integrations with Floify, BeSmartee, nCino, Lodasoft drive adoption.
- Saves lenders $350+ per loan, cuts closing times by two days.
- AI document upload and bank verification expand use cases.
What critics are saying
- Work Number erodes Truv's coverage, displacing mortgage integrations.
- Plaid undercuts pricing in consumer lending, causes client churn.
- CFPB open banking rule in July 2026 obliterates paid model.
What makes Truv unique
- Truv covers 96% of US workforce via 12,800 payroll integrations.
- GSE-approved for Fannie Mae DU and Freddie Mac AIM validation.
- All-in-one platform verifies income, employment, assets, insurance.
Help us improve and share your feedback! Did you find this helpful?
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
Growth & Insights and Company News
6 month growth
↓ -1%1 year growth
↓ -1%2 year growth
↓ -1%SAN FRANCISCO, CA, UNITED STATES, May 15, 2025 /EINPresswire.com/ - Vesta, the next-generation mortgage LOS, is proud to announce its partnership with Truv, a leading provider of income, employment, and asset verification solutions.
NEW YORK, Nov. 7, 2024 /PRNewswire/ -- Truv, a leading provider of income, employment, asset and home insurance verification solutions, and Lodasoft, an innovative digital workflow platform designed by mortgage experts to automate the lending process, announced a strategic integration that will empower mortgage lenders with seamless, real-time verification capabilities directly within the loan application. Partnership Highlights Real-time Verification: Eliminate manual document gathering and reduce processing times with consumer-permissioned data retrieved directly from payroll providers. Seamless Integration: Enhance the borrower journey with a smooth, native experience within the Lodasoft platform, taking borrowers 30 seconds to complete on average
BUFFALO, N.Y., Aug. 1, 2024 (SEND2PRESS NEWSWIRE) - LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced its integration with automated employment and income technology provider Truv.
Leading consumer-permissioned platform syncs with powerful POS to deliver fast, affordable borrower verifications for mortgage lendersNEW YORK, April 24, 2024 /PRNewswire/ -- Truv, a GSE-approved direct-to-source income, employment and asset verification provider is thrilled to announce its pivotal partnership with BeSmartee, provider of an award-winning Point-of-Sale (POS) platform for mortgage lenders.Truv has seamlessly integrated with BeSmartee's mortgage POS platform, Bright POS, to automate manual verification processes and transform the mortgage experience for lenders and borrowers with easier mortgage approvals, heightened data transparency and faster closings. Through their aligned missions to streamline the mortgage process and reduce costs for lenders, Bright POS is unlocking the power of Truv's consumer-permissioned data to deliver lenders a cost-effective, all-in-one platform."Our partnership with Truv elevates BeSmartee's mission of transforming borrowers into data verifiers vs. data providers," says BeSmartee Co-Founder & CEO Tim Nyguen. "Truv and Bright POS also put the power in originators' hands." He added, "Loan officers can capture a borrower in seconds, verify income and employment in seconds, and zoom to the closing table with more confidence and less legwork for all players in the process."Truv's industry-leading coverage of 92+% of the U.S. workforce, coupled with its success rates surpassing competitors in verification accuracy, empowers lenders using right POS to replace costly third-party verification services and unreliable methods. Through this powerful integration, lenders are positioned for expedited closing times, more efficient operational workflows, and significant reduction in costs, with proven savings of 60-80% compared to traditional verification methods."Truv's integration with Bright POS is paving the way for mortgage lenders to tap into unparalleled cost savings and enhanced profitability," said Kirill Klokov, Co-Founder & CEO of Truv
Direct integration with Truv enables lenders to support an enhanced borrower application/verification experience at a lower cost-point per loanBOULDER, Colo. /Massachusetts Newswire – National News/ — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced an integration with Truv, a consumer-permissioned data platform. The integration enables borrowers to electronically verify their income and employment as they apply for a mortgage loan.Manual verification of income (VOI) and verification of employment (VOE) is a frustrating and time-consuming process for borrowers and a major source of production friction for mortgage lenders. Truv’s ability to electronically verify income and employment for 95% of the U.S. workforce supports a better borrower experience while helping lenders make faster and more cost-effective underwriting decisions.Floify allows lenders to create customizable borrower journeys without costly development work and automated task workflows that promote lending efficiency. When borrowers opt to electronically verify income and employment through Floify’s borrower portal, Truv automatically retrieves two years of W-2s, paystubs, bank statements and 1099s, providing lenders with information needed to pre-approve borrowers