Senior Technical Account Manager
About Truv:
Truv is revolutionizing the financial data landscape as the safest and most reliable API platform for payroll account access. Our solutions power income & employment verification, direct deposit switching, and beyond. Backed by $30M from Kleiner Perkins and NYCA, we're taking on a $2B legacy market with innovation and customer-centricity. Led by veterans from Apple, Carta, Venmo, MX, and Okta, we're building the future of financial data access.
Position Overview:
We are seeking a Technical Enterprise Account Manager to serve as a trusted advisor to our enterprise Fintech and Financial Institution clients. This role combines deep technical expertise with strong relationship management skills to drive product adoption, customer satisfaction, and business outcomes in a high-growth environment.
Key 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 baseGuide customers through platform updates, new feature releases, and technical changes
Required Skills
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)
Success Metrics
Customer retention and expansion rates
Technical implementation success rates
Time-to-value for new customers
Customer satisfaction and NPS scores
Product adoption metrics
Technical issue resolution times
Customer health scores
Revenue growth within accounts
Why Truv?
Competitive salary and equity package
Comprehensive health, dental, and vision benefits
Remote work flexibility
Regular team events and collaboration opportunities
Work with cutting-edge technology and innovative customers
Learn from experienced leadership team from top tech companies
High-impact role with clear growth trajectory
Opportunity to shape the future of financial data access
$120,000 - $140,000 a year
About the job
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Senior Technical Account Manager
About Truv:
Truv is revolutionizing the financial data landscape as the safest and most reliable API platform for payroll account access. Our solutions power income & employment verification, direct deposit switching, and beyond. Backed by $30M from Kleiner Perkins and NYCA, we're taking on a $2B legacy market with innovation and customer-centricity. Led by veterans from Apple, Carta, Venmo, MX, and Okta, we're building the future of financial data access.
Position Overview:
We are seeking a Technical Enterprise Account Manager to serve as a trusted advisor to our enterprise Fintech and Financial Institution clients. This role combines deep technical expertise with strong relationship management skills to drive product adoption, customer satisfaction, and business outcomes in a high-growth environment.
Key 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 baseGuide customers through platform updates, new feature releases, and technical changes
Required Skills
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)
Success Metrics
Customer retention and expansion rates
Technical implementation success rates
Time-to-value for new customers
Customer satisfaction and NPS scores
Product adoption metrics
Technical issue resolution times
Customer health scores
Revenue growth within accounts
Why Truv?
Competitive salary and equity package
Comprehensive health, dental, and vision benefits
Remote work flexibility
Regular team events and collaboration opportunities
Work with cutting-edge technology and innovative customers
Learn from experienced leadership team from top tech companies
High-impact role with clear growth trajectory
Opportunity to shape the future of financial data access
$120,000 - $140,000 a year