Strategic Customer Success Manager

Trulioo; New York (NY); Remote; USD 140,000 - 200,000; Full time

Benefits offered by this job

Health, dental, vision coverage

Hybrid work environment

Wellness programs

Employee Resource Groups

Job summary

Trulioo is seeking a Strategic Customer Success Manager to manage top-tier customers and drive adoption, retention, and revenue across a global identity verification platform. The role emphasizes strategic advisory, cross-functional collaboration, and the responsible use of AI in customer workflows.

Based remotely in the United States with a preference for New York, San Diego, or San Francisco, you will lead large engagements, align product capabilities with customer needs, and shape long‑term

Qualifications

• Post-secondary degree or equivalent combination of education and experience.
• 10+ years of overall professional experience, including 7+ years in B2B SaaS or customer success roles.
• Proven ability to develop strategic relationships and act as a trusted advisor.

Responsibilities

• Act as the primary contact for Trulioo’s largest customers and own each customer’s success plan.
• Lead high-stakes engagements, resolve complex challenges, and ensure stakeholders are aligned.
• Drive use of Trulioo’s product suite while achieving high NPS and customer satisfaction.
• Be the voice of the customer to influence roadmap and strategy.
• Own upsell initiatives and plan long-term expansion across deployments.

Skills

Strategic relationships

Stakeholder management

Executive presentations

AI in workflows

Data analysis

Customer success mindset

KYC/fraud/identity

B2B SaaS experience

Education

Post-secondary degree

Tools

Excel or BI tools

Job description

Are you ready to embark on a career that truly affects people around the world? Trulioo invites you to be a catalyst for change in the dynamic realm of digital identity verification. As the global front‑runner in our industry, we are redefining how businesses grow, innovate and comply online.

Picture yourself at the forefront of innovation, contributing to our award‑winning platform that enables organizations worldwide to quickly onboard customers, optimize costs and combat fraud. Fueled by Silicon Valley support, Trulioo stands as the trusted platform that can verify more than 5 billion people and 700 million business entities spanning 195 countries.

But Trulioo is more than a tech company. We are a united force of dedicated experts committed to establishing trust online – and we’re proud to be recognized as a BC Top Employer for the second consecutive year, reflecting our commitment to an inclusive, collaborative, and people‑first workplace.

Headquartered in Vancouver and with strategic hubs in San Diego and Dublin, we foster a culture of collaboration and open communication. Our offices support a hybrid model and staff typically work three days per week at a hub location. Join us where excitement meets innovation and contribute to a world where trust and technology unite.

What We Offer

• Comprehensive Benefits: We provide a robust benefits package for full‑time, permanent employees, including health, dental, and vision coverage, retirement plans with company match, paid time off, parental leave, and an annual education & training stipend (equivalent to $1,000 in local currency). Specific benefits may vary by location and will be discussed further during the interview process.
• Flexible Hybrid Working Environment: Our offices are designed to support both collaboration and flexibility. Enjoy weekly lunches, quality coffee, and regular social events. Many locations also feature parent rooms, on‑site gyms, comfortable lounges, and adaptable workstations to support your comfort and productivity.
• Wellness: We care about your well‑being. Team members have access to wellness workshops and events, as well as a complimentary Headspace subscription to help you stay focused, grounded, and energized.
• Employee Resource Groups: Belonging is an important part of doing your best work. Our ERGs provide an inclusive space, support and community for employees of diverse backgrounds and allies. We host informative, fun sessions and celebrations that are often open to the entire organization.

Position Summary

Reporting to the Director, Customer Success, the Strategic Customer Success Manager plays a pivotal role in maintaining and growing customer health and revenue by aligning customer needs, product capabilities, and evolving use cases. This position combines entrepreneurial drive, deep technical aptitude, and collaborative leadership with the ability to influence senior leaders and work across high‑profile customers in Payments, Marketplaces, Online Trading, Crypto, Banking, and Wealth Management. As a strategic member of the team, you partner with peers and senior executives across Trulioo and customer organizations to drive customer outcomes, expand adoption, increase revenue, and shape the company's direction. You also support complex cross‑functional projects that have significant impact on Trulioo's growth and long‑term success.

This role is expected to leverage AI and emerging technologies to improve productivity, enhance decision‑making, and continuously optimize how work is performed.

This is a full‑time, permanent position, working remotely from anywhere in the United States, with a preference for candidates based in San Diego, San Francisco, or New York.

What You’ll Be Doing

• Act as the primary contact for Trulioo’s largest customers, owning day‑to‑day engagement and the creation and execution of each customer’s success plan.
• Lead high‑stakes customer engagements, independently resolving complex challenges and escalations while ensuring stakeholders are aligned and well briefed.
• Drive use of Trulioo’s full product suite while consistently achieving high NPS and customer satisfaction.
• Be the voice of the customer across your book of business to influence roadmap and strategy.
• Provide strategic analysis and critical thinking to plan long‑term expansion, and own upsell initiatives across each customer’s deployment.
• Mentor and advise the CSM team, enabling skill development and mastery of the CSM playbook.
• Embody Trulioo’s core values as a respected and trusted internal and external brand ambassador.
• Leverage AI and emerging technologies to improve productivity, streamline workflows, and identify opportunities for continuous improvement while ensuring the responsible, secure, and compliant use of AI tools.
• Use AI to analyze usage trends and customer health data and to prepare account plans and QBR materials, verifying every output against source data before it reaches a customer, and share the workflows that work with the CSM team.

What You’ll Bring

• Post‑secondary degree or equivalent combination of education and experience.
• 10+ years of overall professional experience, including 7+ years of customer success, account management, or related B2B SaaS roles, ideally in compliance, fintech, financial services, or e‑commerce.
• Proven ability to develop strategic relationships by becoming a trusted advisor to each customer, focused on customer outcomes and business value from Trulioo.
• Strong stakeholder management skills across both customer and internal executive teams.
• Exceptional presentation, negotiation, and communication skills across executive and technical audiences, including the ability to deliver impactful external presentations and webinars.
• High achievement orientation with a strong work ethic, responsiveness, and a customer‑first mindset.
• Proven track record managing multi‑million‑dollar enterprise customers, driving adoption, retention, and revenue growth, with demonstrated success in complex SaaS expansion and executive‑level relationships.
• Experience leading cross‑functional strategic initiatives with measurable impact on company direction and revenue.
• Strong identity and compliance expertise, with the ability to discuss onboarding, KYC, fraud prevention, and user experience, and industry experience in compliance, identity, fintech, AML/KYC, or other financial and regulatory environments.
• Proficiency analyzing data and translating insights into business outcomes.
• Experience with the following tools/technology: Excel or BI tools.
• Working fluency using AI in your own account management workflow, with a repeatable process and a habit of verifying output before relying on it, plus experience introducing a shared workflow or template that other team members use, and sound judgment on where AI should not touch confidential customer data.

Interview Process

At Trulioo, we strive to create an interview experience that is transparent, engaging, and respectful of your time. Our process is designed to help us learn more about your skills and experience while giving you insight into our team, culture, and the impact of the work we do.

Here’s What You Can Expect Throughout The Interview Process

• Recruiter Interview: 30 minutes
• Hiring Manager Interview: 45–60 minutes
• Panel/Presentation/Assignment: 60 minutes
• Final Leadership Interview: 30–45 minutes

Thriving at Trulioo

At Trulioo, you’re not just an employee. You’re a valued member of our Trulicrew on a journey of professional and personal growth with a world‑class organization. With Trulioo, you have the power to revolutionize the intersection of technology, digital trust and online identity to open the global economy to everyone. Together, we can shape the digital future.

We’re on the lookout for exceptional people to empower with trust, autonomy and the freedom to cultivate their potential. Your curiosity, meticulous attention to detail and passion to contribute are highly valued.

Get an inside look at life at Trulioo by following us on LinkedIn, or learn more about us at www.trulioo.com

If you don’t see yourself fully reflected in every job requirement listed on the posting above, we still encourage you to reach out and apply. Research has shown that minorities and underrepresented groups often only apply when they feel 100% qualified. We are committed to creating a more equitable, inclusive and diverse company and we strongly encourage applicants of all genders, ages, ethnicities, cultures, abilities, sexual orientations, and life experiences to apply.

Trulioo welcomes applications from people with disabilities. Support is available upon request for candidates taking part in all aspects of the selection process. Finally, we know from time‑to‑time emergencies happen and you may need to reschedule an interview - we understand and encourage you to be in communication without worrying about losing the opportunity or your credibility.

Privacy Notice

As part of our job application process, Trulioo collects, processes, and discloses personal data for the purpose of identifying suitable candidates for our job openings. For more detail, please visit Trulioo’s Website Privacy Policy in the section "When you apply for a job".