Customer Success Manager
New
T
TruvFintech
Applicants must be based in the United StatesFull-TimeMiddle
Salary$80,000 - $100,000 a year. Base salary; bonus and equity package are additional.
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Job Details
- Experience
- 3-5+ years
- Required Skills
- RESTful APIsCustomer SuccessAccount ManagementRelationship management
Requirements
- 3-5+ years of experience in customer success or similar customer-facing role within B2B SaaS, Mortgage, Lending, or fintech.
- Proven track record at early-stage startups (50-200 employees).
- Demonstrated stability with a minimum 5-year tenure in previous positions.
- Prior account management or customer management experience.
- Strong problem-solving capabilities.
- Outstanding communication skills with ability to explain product features, integrations, and functionality.
- Bachelor’s degree in Computer Science, Engineering, or related field (or equivalent experience).
Responsibilities
- Own the relationship with assigned mid-market accounts post-sales, serving as the primary point of contact for kickoff, implementation, integration, training, and optimization.
- Lead client onboarding and configuration projects, collaborating with customers’ teams for go-live.
- Create and deliver training programs for customer teams.
- Participate in a pooled model to answer customer questions and provide 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.
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