Senior Customer Success Engineer

Truv; Miami (FL); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Competitive salary and equity package

Health, dental, and vision benefits

401(k)

Flexible time off

Regular team events

Job summary

A leading financial technology firm is seeking a Technical Enterprise Account Manager to drive product adoption and customer satisfaction. This remote role involves owning the technical relationship with enterprise clients, leading onboarding and solution projects, and ensuring optimal platform utilization. The ideal candidate has extensive experience in customer-facing technical roles, a strong understanding of APIs, and proven success in early-stage startups. The salary ranges from $140,000 to $190,000 annually.

Qualifications

• 5+ years in technical customer success or solutions engineering.
• Experience in early-stage startups (50-200 employees).
• Strong technical background in enterprise software.
• Experience in enterprise account management.

Responsibilities

• Own technical relationship with enterprise accounts post-sales.
• Execute technical account plans aligned to customer business objectives.
• Lead client onboarding and solution design projects.
• Monitor customer technical metrics for expansion opportunities.

Skills

Technical customer success

Solutions engineering

APIs and integrations

Strong analytical abilities

Communication skills

Education

Bachelor's degree in Computer Science, Engineering or related field

Job description

About Truv:

Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities. Backed by $30M from top investors like Kleiner Perkins and NYCA, we’re disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach. Our leadership team brings expertise from industry giants like Apple, Carta, Venmo, MX, and Okta, driving the future of financial data access.

About the Job:

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.

What You’ll Do

• 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 base Guide 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

Benefits

• Competitive salary and equity package
• Fully Remote
• Health, dental, and vision benefits
• 401(k)
• Flexible time off
• 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

$140,000 - $190,000 a year (Base)

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.