Customer Success Associate

San Francisco, CA or Remote

At Truework we are hyper-focused on building products that enable businesses and consumers to regain control over how their sensitive information is shared online.Our platform and services empower lenders to complete verifications quickly and accurately while enabling organizations to automate the verification process and ensure the privacy of their employees’ personal data. On the consumer side, we are giving employees unprecedented visibility into how their professional information is shared between third parties such as banks, mortgage lenders and employers. We believe increasing data transparency and returning data controls to the consumer are two crucial steps toward improving the health and safety of the internet as we know it.

We are seeking a Customer Success Specialist to join our team! As a critical member of the Customer Success team you are responsible for targeting self-serve customers for usage of corporate accounts, and supporting them through the onboarding and integration process. In this position you will have the opportunity to sell and convert customers as well as advise them on potential solutions and guide them through the onboarding journey. In this hybrid Sales- Onboarding Manager role, you will help drive revenue and utilization across a wide range of accounts. . 

You will act as the primary point of contact through onboarding and integration and are responsible for the successful adoption of Truework. 

At Truework, this means you will work on and impact: 

  • Acquire and onboard  high-quality accounts that are aligned for success for Customer Success Managers
  • Conduct detailed discovery meetings, collect requirements and gain mutual understanding of customers needs followed by positioning ideal customer success solutions to resolve these needs
  • Manage technical integrations
  • Follow an outreach strategy to convert current self-serve customers, and acquire net new customers to Truework’s corporate accounts
  • Align, engage and develop trusted partnerships with account teams across assigned customer segments
  • Conduct detailed discovery meetings, collect requirements and gain mutual understanding of customers needs followed by positioning ideal customer success solutions to resolve these needs
  • Follow an outreach strategy to convert current self-serve customers, and acquire net new customers to Truework’s corporate accounts
  • Collaborate with internal business development and alliances teams to further align on partner led solutions to support enterprise customer needs
  • Drive pre-sales execution to meet and exceed identified services revenue and customer success targets

What we’re looking for: 

  • 2+ years of experience
  • Prior experience in in a customer facing or customer service oriented  role
  • Self-motivated, able to work autonomously, while incorporating direction from mentors
  • Excellent writing skills
  • Patience and willingness to help others
  • Attentive, be a great listener that seeks to understand the full problem before suggesting a solution
  • Must have working knowledge of Google Suite applications such as Docs, Sheets, Slides, etc.

About your team at Truework and who you will work with: 

  • Manager: Lydia is the Director of Customer Experience and she heads up the Customer Experience org - 12 people- at Truework.

Truework is an Affirmative Action, Equal Opportunity Employer.  As part of our standard hiring process for new employees, employment with Truework will be contingent upon successful completion of a comprehensive background check.   

If you have any questions before applying, please do not hesitate to reach out to Melissa Lim, Senior Recruiter at Truework (melissa@truework.com).

Note: for all roles at Truework that are not fully remote, we require a Covid vaccination so that the employee can work in our offices safely. Religious or medical exceptions apply and we will accommodate. 

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