Technical Account Manager, Encompass jobs in United States
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Truv · 1 month ago

Technical Account Manager, Encompass

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$130K/yr - $170K/yr
date5+ years exp

Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. The Technical Account Manager will serve as a trusted advisor to enterprise clients, ensuring successful implementation and optimization of the Encompass platform while driving customer satisfaction and product adoption.

Data IntegrationDeveloper APIsFinTechInformation TechnologySoftware
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H1B Sponsor Likelynote

Responsibilities

Serve as the primary technical point of contact for assigned Encompass enterprise clients, owning the post-sales technical relationship and ensuring successful implementation, configuration, and ongoing optimization of the Encompass platform
Develop and maintain technical account plans that align Encompass capabilities with each customer’s mortgage workflows, compliance requirements, and long-term business objectives
Lead end-to-end onboarding and solution delivery, including Encompass environment setup, customizations, integrations (APIs, SDK, web services), and workflow automation, collaborating closely with client technical teams and internal engineering resources
Build and deliver targeted training programs to help customer teams effectively use Encompass features, custom tools, and integrated solutions
Proactively troubleshoot issues and address technical risks before they affect loan processing or customer satisfaction. Conduct regular technical reviews, pipeline health checks, and performance assessments to ensure optimal Encompass utilization
Monitor customer usage data, custom workflows, and integration performance to identify opportunities for improved efficiency, feature expansion, or additional Encompass modules
Partner with Product and Engineering to advocate for customer needs, share insights from customer implementations, and provide feedback on Encompass enhancements or API/SDK improvements
Document technical best practices, workflow standards, and custom configuration guidelines to support internal knowledge sharing and consistent delivery
Guide customers through Encompass updates, new feature releases, compliance changes, and required technical adjustments to maintain platform stability and regulatory readiness

Qualification

Encompass administrationAPI integrationsSolutions engineeringCustomer successData mappingAnalytical skillsProblem-solving skills

Required

5+ years of experience in technical customer success, solutions engineering, Encompass administration/development, or a similar customer-facing technical role within B2B SaaS, mortgage technology, or lending operations
Demonstrated success supporting enterprise mortgage clients, preferably in early-stage or high-growth environments (50–200 employees), with the ability to operate autonomously and build processes from the ground up
Strong tenure in previous roles (5+ years in prior positions), reflecting stability, ownership, and long-term impact across customer accounts or technical programs
Solid technical foundation with hands-on experience in APIs, Encompass SDK, ICE Developer Connect APIs, LOS integrations, data mapping, automation workflows, and enterprise software systems
Proven experience managing strategic enterprise accounts, engaging with both technical and business stakeholders, and driving adoption of Encompass configurations, automations, and integrated tools
Strong analytical and problem-solving skills

Company

Truv

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With Truv, users can easily connect their payroll and financial accounts to instantly verify employment, income, and identity.
dateFounded in 2020
location
San Francisco, California, USA
people-size51-200 employees
web-link
https://www.truv.com/

H1B Sponsorship

Truv has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (2)
2023 (1)
2022 (3)

Funding

Current Stage
Growth Stage
Total Funding
$28.5M
Key Investors
Kleiner PerkinsAbstract
2022-03-03Series A· $25M
2021-02-16Seed· $3.5M

Leadership Team

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Kirill Klokov
Co-founder and CEO
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Ilya Chatsviorkin
Co-Founder and CTO
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Recent News

FinTech Global
Income and employment verification service Truv scores $25m
2026-01-12
citybiz
Tidalwave Bolsters Team with Key Industry Hires
2025-07-22
PR Newswire
Truv Now Offers Automated Asset Verification Through Freddie Mac Loan Product Advisor® as an AIM Service Provider
2025-07-08
Company data provided by crunchbase