Full-Time

Technical Account Manager

Confirmed live in the last 24 hours

Truv

Truv

51-200 employees

Consumer-permissioned data platform for finance

Fintech
Financial Services

Mid

Remote in USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Data Analysis
Requirements
  • Technical aptitude and ability to learn new technologies quickly
  • Strong relationship building and stakeholder management
  • Strategic thinking with strong execution capabilities
  • Natural curiosity and proactive problem-solving mindset
  • Customer obsession and empathy
  • Results-driven with a gritty, entrepreneurial spirit
  • Excellent written and verbal communication
  • Executive presence and ability to build trust at all organizational levels
  • Project and program management expertise
  • Data analysis and reporting capabilities
  • Change management experience
  • Technical documentation skills
Responsibilities
  • 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 satisfactionConduct 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 base
  • Guide customers through platform updates, new feature releases, and technical changes

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 available 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

-2%

1 year growth

1%

2 year growth

23%
Simplify Jobs

Simplify's Take

What believers are saying

  • Truv's partnerships with major platforms like BeSmartee and Floify enhance its market reach and operational efficiency.
  • The company's integration with Fannie Mae's Desktop Underwriter service positions it as a key player in the mortgage industry, offering substantial cost savings per loan.
  • Acquiring Credegraph expands Truv's capabilities in lending verification, providing a more comprehensive service to financial organizations.

What critics are saying

  • The highly competitive market for financial data platforms could pressure Truv to continuously innovate to maintain its edge.
  • Dependence on partnerships and integrations means any disruption in these relationships could impact Truv's service delivery.

What makes Truv unique

  • Truv provides access to every consumer-permissioned financial data source available, setting it apart from competitors with limited data access.
  • The platform's integration capabilities with leading POS and loan origination systems streamline the mortgage process, reducing costs and increasing efficiency.
  • Truv's industry-leading coverage of 92% of the U.S. workforce and high verification accuracy rates offer a significant competitive advantage.

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