Truv
Financial Data
LeadProductManager,Mortgage
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“Lead Product Manager, Mortgage at Truv. Skills: Product management, Mortgage technology, Enterprise implementations, API integrations. Own and optimize customer implementation and onboarding. Manage third-party mortgage technology platform integrations”
What You'll Achieve.
Net Dollar Retention (NDR); SLA adherence for customer go-live timelines; Reduction in implementation and onboarding time; Increased adoption and usage of integrations; Improved customer satisfaction and implementation quality; Reduced implementation-related escalations
Industry & Context.
Analytical mindset with problem-solving and operational execution capabilities
What They're Looking For.
Must Have
4+ years of experience in product management, implementation management, solutions engineering, or enterprise onboarding within fintech or mortgage technology, knowledge of mortgage origination workflows and lender operations, Hands-on experience with LOS/POS platforms such as Encompass, nCino, Blue Sage, Byte, or similar systems, Experience managing API-based integrations and technical implementation projects, project management and stakeholder communication skills, Ability to manage multiple customer implementations simultaneously in a fast-paced environment, Analytical mindset with problem-solving and operational execution capabilities
Nice to Have
Experience working with verification providers, borrower data platforms, or embedded fintech products, Familiarity with mortgage compliance and GSE requirements, Experience improving onboarding scalability through automation and process optimization, Technical familiarity with APIs, SSO, webhooks, and integration architectures, Experience working with enterprise lenders and strategic partners
What You'll Do.
Own and optimize customer implementation and onboarding
Manage third-party mortgage technology platform integrations
Partner with lenders to gather requirements
Drive scalable implementation processes
Translate customer needs into product enhancements
Identify opportunities to improve automation
Manage implementation timelines and risks
Monitor implementation performance metrics
How You'll Work.
Team & Collaboration
Sit at the intersection of product, engineering, customer success, operations, and strategic partners; Work cross-functionally with engineering, customer success, operations, and partnerships teams; Collaborate with Customer Success to improve outcomes
Communication Scope
stakeholder communication skills
Process & Methodology
Manage implementation timelines, dependencies, risks, escalations, and stakeholder communication
Full Job Description
## Description 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 Role We are seeking a strategic and execution-oriented Lead Product Manager, Mortgage to lead customer implementations, third-party integrations, and onboarding initiatives across our mortgage technology ecosystem. This role will sit at the intersection of product, engineering, customer success, operations, and strategic partners to ensure seamless deployments and scalable implementation processes. The ideal candidate has deep experience in mortgage technology, lender workflows, and enterprise implementations, with a strong understanding of LOS/POS ecosystems and third-party integrations. ## What You’ll Do Own and optimize the end-to-end customer implementation and onboarding experience for home lending customers. Manage integrations and strategic relationships with third-party mortgage technology platforms including Encompass, Blue Sage, Byte, Vesta, nCino, Blend, Tidelwave, Lodasoft, LenderLogix and other LOS/POS/mortgage ecosystem partners Partner directly with lenders and enterprise customers to gather business and technical requirements Work cross-functionally with engineering, customer success, operations, and partnerships teams to ensure successful client deployments Drive scalable implementation processes, onboarding playbooks, and integration standards Translate customer implementation needs into product enhancements and roadmap
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