Serve as the primary technical advisor for government accounts post-sale: lead onboarding, design and integration, execute technical account plans, deliver training, monitor usage/health, drive adoption and advocate customer needs to Product and Engineering.
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 Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities.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 Lead Technical Account Manager to serve as a trusted advisor to our Public Sector 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 post-sales relationship with assigned government accounts, 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.
Who You Are
- 5-7+ years of experience in servicing state and federal agencies, solutions architecture, or similar customer-facing technical role within B2B SaaS
- Proven track record at early-stage startups (50-200 employees)
- Strong technical background with understanding of APIs, integrations, data workflows, and enterprise software architecture
- Ability to build custom demos, RFP process, data/security requirements, compliance and other procurement requirements
- Enterprise account management or implementation 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, Masters preferred
- Ability to travel up to 30% of work days.
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.
- 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.
Similar Jobs
Hardware • Healthtech • Software • Analytics
Own the full enterprise SaaS sales cycle, from prospecting through executive negotiations and close, while expanding existing accounts. Build pipeline, manage forecasts, develop executive relationships, and partner with Product, Marketing, Customer Success, and Leadership to refine go-to-market strategy. Contribute to sales enablement, account strategy, sales methodology, and the growth of a scalable commercial organization.
Top Skills:
SaaS
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Lead product vision and execution for an MVP autonomous agent platform, prototyping and shipping agentic capabilities. Own roadmap for orchestration, memory, action execution, and secure governance. Drive adoption, define metrics, partner with engineering, GTM, and open-source ecosystem, and translate frontier AI research into scalable platform primitives.
Top Skills:
Agent OrchestrationAgentic AiLlm OrchestrationLlmsLow-Code/No-CodeMemory ArchitecturesModel Fine-TuningOpen-Source Ai FrameworksPrompt EngineeringRpaServicenow Ai
Cloud • Fintech • Information Technology • Machine Learning • Software
Manage a portfolio of accounting and bookkeeping partners to drive retention, platform adoption, revenue growth, and subscription expansion. Conduct business reviews, create success plans, identify churn risks, and position Xero capabilities including payroll, bill pay, analytics, and AI tools. Use Salesforce CRM for account health, forecasting, and pipeline management while collaborating with consultants, sales operations, marketing, finance, and customer experience teams.
Top Skills:
Ai-Powered SoftwareAnalytics ToolsPayroll SoftwareSalesforce CRMXero Platform
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
