Triumph Financial, Inc.-posted 1 day ago
Full-time • Mid Level
Dallas, TX
1,001-5,000 employees

Join Triumph! At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better. Position Summary: Reporting to the Manager, Customer Success, the Senior Customer Success Manager is responsible for managing a portfolio of strategic client relationships for freight brokers leveraging Triumph’s suite of products. The Sr. CSM ensures customers achieve their goals, realize value from our solutions, and maintain a strong, ongoing partnership. This role requires proactive engagement, consultative problem-solving, and a deep understanding of customer needs to drive satisfaction, retention, and growth. This role owns a smaller portfolio of high-value or complex accounts. Leads strategic engagement and success planning with minimal oversight, contributing to retention and growth initiatives.

  • Guide new customers through onboarding, ensuring a smooth and successful transition into Triumph’s services.
  • Conduct regular check-ins and review meetings to assess progress, share insights, and reinforce value.
  • Monitor customer satisfaction and engagement, proactively addressing issues or concerns to maintain high levels of client satisfaction.
  • Maintain high client satisfaction scores, including Net Promoter Score (NPS) and other feedback mechanisms.
  • Build strong, lasting relationships with clients by understanding their goals and aligning Triumph’s solutions to meet evolving needs.
  • Drive account retention by consistently delivering value and managing relationships with care and responsiveness.
  • Monitor and improve account health metrics such as engagement, product adoption, and issue resolution timelines.
  • Identify opportunities for growth and expansion within existing accounts, including upselling and cross-selling aligned with customer needs.
  • Collaborate with internal teams to advocate for customer needs and enhance the overall customer experience.
  • Maintain accurate records of customer interactions, feedback, and progress using CRM tools.
  • Contribute to Customer Success business development activities, including lead generation, referrals, and strategic outreach in collaboration with sales and marketing teams.
  • Perform other duties as assigned.
  • The successful candidate will possess strong customer success and relationship management skills.
  • Bachelor’s degree in Business, Communications, or a related field.
  • 3–5 years of experience in customer success, account management, or a client-facing role, with demonstrated success managing strategic accounts.
  • Experience using CRM systems (e.g., Salesforce) or similar tools.
  • Proficient in Microsoft Office suite of products.
  • Ability to interpret customer data and apply insights to improve account outcomes.
  • Strong interpersonal and communication skills, with a customer-first mindset.
  • Demonstrates emotional intelligence, empathy, and ownership in problem-solving.
  • Skilled in active listening and consultative engagement to uncover customer needs.
  • Builds trust-based relationships and delivers personalized customer experiences.
  • Results-oriented with resilience and ability to navigate complex situations.
  • Ability to manage multiple priorities and work effectively in a collaborative environment.
  • Medical
  • Dental
  • Vision
  • Paid Time Off
  • 401k
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