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Enterprise Customer Success Manager

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Checkr

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Location:
United States, San Francisco

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Category:
Customer Service

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Contract Type:
Employment contract

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Salary:

128000.00 - 151000.00 USD / Year

Job Description:

We are seeking an Enterprise Customer Success Manager to join the Truework team. Truework CSMs drive meaningful impact with our customers through delivering a high-touch customer experience, performing key account management duties that drive high retention rates, customer satisfaction, full product adoption, and new growth opportunities. The primary goal of a Truework CSM is to ensure that Truework meets the needs of our customers, helping them achieve their organizational goals through the use of our solution. This position is designed for an experienced Customer Success Manager who has a keen attention to detail, has a proven success in developing high-value, lasting relationships with Enterprise accounts, is articulate, credible, and metrics driven.

Job Responsibility:

  • own customer success responsibilities for 30-40 Enterprise accounts (TCV ranging $50k-$500k)
  • perform initial onboarding and ongoing training of customer accounts, ensuring strong adoption and ongoing engagement throughout the customer’s lifecycle
  • facilitate customer contract renewal
  • execute a comprehensive engagement and communications strategy that proactively maintains high customer satisfaction
  • serve as the income & employment subject matter expert (SME) providing guidance and addressing challenges on the implementation of Truework and ongoing use of our service in their processes
  • perform periodic customer success reviews that unpack account performance, track milestone progress, and expand the use of Truework throughout the account
  • develop tools, processes and best practices to ensure customers are realizing the greatest possible value from Truework
  • review customer usage patterns to gather insights, provide guidance and highlight risk
  • serve as the primary interface to manage and resolve any critical issues with the help of the Technical Support and Operations team
  • provide expert customer insights to Sales for additional product and service growth opportunities
  • exceed all performance targets, including increasing net retention and growth of customer volume
  • partner and strategize with Account Managers to identify/execute expansion opportunities

Requirements:

  • 3+ years customer success experience, preferably for a SaaS or financial services product
  • proven ability to maintain highly valuable and outcome-based relationships with a diverse customer account base
  • outstanding multi-task task management skills across a varied set of responsibilities
  • passion for working with lenders and a desire to deeply understand the Truework Income benefits, use cases, and technical elements
  • strong communication skills (written, verbal, presentation), with the ability to explain technical subjects to non-technical end user personnel in large enterprises
  • ability to build credibility and trust by understanding and addressing customer requirements
  • willing to travel periodically based on customer and business need
What we offer:
  • a fast-paced and collaborative environment
  • learning and development allowance
  • competitive compensation and opportunity for advancement
  • 100% medical, dental and vision coverage
  • unlimited PTO policy
  • monthly wellness stipend
  • home office stipend
  • lunch four times a week
  • a commuter stipend
  • an abundance of snacks and beverages

Additional Information:

Job Posted:
August 21, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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