Truv
Truv empowers businesses to make confident decisions. Truv is a one-stop income and employment verification solution.
Technical Account Manager
Location
Florida
Posted
115 days ago
Salary
$130K - $170K / year
5 yrs expEnglish
Job Description
• 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.
Job Requirements
- 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
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