Truework - San Francisco, CA

posted 3 months ago

Full-time - Mid Level
San Francisco, CA
Publishing Industries

About the position

Truework is on a mission to create trust in every financial transaction. Our core product, Truework Income, provides access to crucial employment and income information needed for mortgage loans, apartment rentals, background checks, and the like. We are disrupting a $5B+ industry, previously controlled by legacy credit agencies, with a better product and intense customer focus. We handle hundreds of thousands of income and employment verifications every month and continue to grow our market share in the mortgage lending and tenant screening markets. We are looking for a Mid-Market Customer Success Manager to join our team specifically to own a new market, Tenant! Customer Success is a core part of our operating model at Truework and in line with our mission to Create Trust in Every Financial Transaction, our CSMs are on the front-lines, delivering a high-touch customer experience, performing key account management duties across adoption, training, and ongoing customer success tactics. The primary goal of this CSM role is to ensure that Truework meets the needs of our tenant customers, helping them see and achieve their organizational goals through the use of our solution. At Truework, you would be responsible for owning the entire post-sales customer lifecycle from onboarding to growth and renewals. You will build and drive strong relationships with your book of business by demonstrating product value, industry expertise, and delightful customer service. Utilizing data to help drive meaningful conversations with both internal and external stakeholders will be key. You will also develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes. Additionally, you will represent the voice of the customer to Product on what enhancements are needed to continue to drive innovation and improvement as we enter a new market.

Responsibilities

  • Own the entire post-sales customer lifecycle from onboarding to growth and renewals.
  • Build and drive strong relationships with your book of business by demonstrating product value, industry expertise, and delightful customer service.
  • Utilize data to help drive meaningful conversations with both internal and external stakeholders.
  • Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes.
  • Represent the voice of the customer to Product on what enhancements are needed to continue to drive innovation and improvement as we enter a new market.

Requirements

  • Bachelor's degree with 2-3 years of experience in customer success or account management working with mid-market accounts.
  • Excellent communication skills with an aptitude for providing clear and articulate directions at all levels of an organization (technical, business, and C-level).
  • Strong customer-facing and presentation skills with the ability to establish credibility with executives.
  • Self-starter, ability to adapt with dynamic environment with high energy.
  • Excellent project management skills, ability to stay organized and high attention to detail.
  • Experience with Salesforce and Looker is a plus.

Nice-to-haves

  • Location preference of San Francisco and in office at least 2x a week.

Benefits

  • Flexible PTO policy
  • Learning & Development stipend
  • Life insurance, STD, LTD
  • HRA for Family Planning
  • Equity
  • Commuter, FSA, HSA
  • 401K plan
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