Senior Customer Success Manager

Triumph Financial Services•Dallas, TX

13d

About The Position

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.

Requirements

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.

Responsibilities

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.