Lead and scale Truv's Customer Success function, overseeing a team of Customer Success Managers to drive strategy, execution, and customer outcomes across mid-market and enterprise portfolios. Serve as a trusted advisor to executives at client organizations while coaching the team to deliver world-class onboarding, adoption, and retention experiences. This high-visibility leadership role directly impacts revenue growth and customer satisfaction.
We are seeking a Product Support Specialist to resolve complex problems and enhance customer success with Pulley. This role combines technical expertise with strong communication, assisting customers and improving support systems. It's perfect for someone with product intuition and experience supporting financial or equity products, ready to elevate the support function.
As a Customer Success Manager you will expand CMG’s footprint, onboard new users, identify whitespace opportunities, and develop deep relationships with capital markets professionals. You will resolve client inquiries while anticipating needs and delivering tailored solutions to enhance customer satisfaction and platform adoption. The Customer Success group acts as the “voice of the customer”.
We're seeking a technically skilled, customer-focused individual for our Professional Services team. You'll be at the center of equity and product knowledge, aiding startups in accurately managing their cap tables from the start. You will lead valuations, guide clients through onboarding, and solve problems across data, product, and finance workflows to help founders make better equity decisions.