Manager, Customer Success Team

About Truv

Truv is transforming the financial data industry through a secure, real-time API platform for payroll account access. Our technology modernizes income and employment verification, direct deposit switching, and other critical workflows—eliminating outdated processes and unlocking greater financial opportunity for consumers and businesses alike.

Backed by $30M from leading investors including Kleiner Perkins and NYCA, Truv is disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach. Our leadership team brings deep expertise from companies such as Apple, Carta, Venmo, MX, and Okta, and we’re building the future of financial data access.

About the Role

Truv is seeking a Manager of Customer Success Team to lead and scale our Customer Success organization. In this highly visible role, you will oversee a team of Customer Success Managers and own the full customer lifecycle across mid-market and enterprise accounts—from implementation and go-live through adoption, renewals, and expansion.

This role requires a blend of technical depth, strategic relationship management, and operational rigor to drive customer outcomes and revenue growth in a fast-paced, high-growth environment.

You will play a critical role in shaping how Truv delivers long-term value to customers while building scalable post-sales systems and playbooks.

What You’ll Do

Execute, Lead, coach, and mentor a high-performing Customer Success team

Develop and execute scalable playbooks for onboarding, implementation best practices, go-live, adoption, renewals, and expansion

Drive renewal strategy and expansion opportunities in partnership with Finance and Sales

Develop and execute technical account plans that align Truv’s solutions with customers’ business objectives and technical environments

Lead client onboarding, solution design, implementation, and integration projects in collaboration with customer technical teams and internal engineering resources

Oversee customer health, product usage trends, and lifecycle engagement to identify growth opportunities

Create and deliver enablement and training programs for customer teams to ensure long-term success

Partner closely with Product, Engineering, and Finance to advocate for customer needs and provide market feedback

Unblock customer challenges, lead strategic QBRs, and drive executive-level engagement

Implement systems, playbooks, KPIs, and analytics to measure customer success, retention, and team performance.

Implement weekly reporting for leadership team and updates to

Who You Are

7+ years of experience in Customer Success or related roles within B2B SaaS or fintech

5+ years of people management experience, with a proven ability to build and scale post-sales or implementation teams

Proven track record of success at early-stage startups (50–200 employees), thriving in fast-moving environments

Strong analytical and problem-solving capabilities, with the ability to navigate complex customer renewals and technical challenges

Strong track record of driving measurable improvements in adoption, retention, renewals, expansion, and customer satisfaction

Ability to thrive in a hyper-growth environment with exceptional communication, presentation, and relationship-building skills

Ability to use safe - AI to increase productivity & efficiency across the team and implement best practices, playbooks and reporting across the board

Experience managing strategic enterprise customer portfolios

Background in lending, payroll, public sector, or data API platforms strongly preferred

Bachelor’s degree in Engineering or a related technical field

What We Offer:

Fully remote

Competitive salary and equity package

Health, dental, and vision insurance

401(k)

Flexible time off

Work with cutting-edge technology and innovative customers

Opportunity to shape the future of financial data access

Base salary.

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.