SVP, Enterprise Relationship Manager

Triumph Financial, Inc.•Dallas, TX

1d•Hybrid

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.

Requirements

Bachelor’s degree in business, Finance, Supply Chain, Communications, or a related field preferred.
5+ years of experience supporting enterprise brokers, shippers, carriers, transportation/logistics providers, commercial banking clients, factoring clients, fintech organizations, or strategic enterprise accounts.
Strong understanding of transportation brokerage operations, shipper and carrier workflows, payments, intelligence/data services, LoadPay solutions, embedded finance, workflow automation, supply chain services, working capital products, and/or financial services.
Executive presence with exceptional communication, presentation, and relationship-building skills.
Ability to navigate complex enterprise client environments and manage sensitive operational and credit discussions.
Strong organizational, analytical, and problem-solving capabilities.

Nice To Haves

Enterprise Relationship Management
Executive Communication
Strategic Thinking
Credit Risk Awareness
Platform Adoption & Network Growth
Enterprise Solution Selling
Embedded Finance Strategy
Transportation Industry Expertise
Workflow Automation & Operational Efficiency
Cross-Functional Leadership
Data-Driven Client Engagement
Executive Influence & Strategic Advisory
Problem Solving & Conflict Resolution
Client Accountability & Influence
Data & KPI Interpretation

Responsibilities

Build and maintain the operating system for managing Triumph’s top ~70–100 enterprise accounts (segmented by revenue, risk, and growth opportunity)
Establish consistent processes for account planning, engagement cadence, QBR structure, KPI tracking, and internal alignment
Ensure accountability across account owners and cross-functional teams… driving visibility and follow-through on priorities
Standardize reporting and executive-level summaries to provide clear insight into performance, risks, and opportunities across the portfolio
Support and enhance executive-level relationships across key enterprise accounts in coordination with assigned account owners
Serve as a trusted advisor and internal escalation point when needed
Represent Triumph in strategic client meetings, industry events, and leadership discussions
Act as strategist and coordinator across Payments, Intelligence, LoadPay, and Factoring QBRs… ensuring consistency, rigor, and clear outcomes.
Drive structured QBR content including performance KPIs, adoption progress, DSO trends, operational metrics, and recommended actions
Facilitate alignment between account owners (ELT / senior leaders), product teams, and client stakeholders
Identify gaps in performance, adoption, or execution… and ensure clear action plans with ownership
Drive enterprise adoption of Triumph’s integrated platform by identifying and advancing cross-sell opportunities across: Payments, Intelligence, LoadPay, Factoring, Banking, Equipment Finance, Insurance, Embedded Financial Services, Workflow Automation, Data & Network Services, and FaaS
Coordinate introductions, deal progression, and execution with the appropriate sales and product teams
Ensure enterprise accounts are progressing toward multi-product adoption and increased wallet share
Align Triumph capabilities to customer priorities including growth, carrier engagement, network optimization, and financial performance
Ensure each enterprise account has a clear, current view of: Financial performance and trends, Operational health, Triumph credit exposure, Product utilization and growth indicators
Partner closely with Credit to align on open items, concerns, and required client deliverables
Participate in QBRs alongside Credit when appropriate to ensure alignment of growth and risk
Drive consistent communication across relationship, operations, and credit stakeholders
Proactively identify early warning signals - including deterioration in performance, operational disruption, fraud exposure, or behavioral changes
Escalate risks immediately – not awaiting formal review cycles
Reinforce expectations with clients around transparency, reporting, and compliance with agreed requirements
Participate in MLC / ELC discussions for applicable enterprise accounts. Provide objective, balanced input across: Relationship strength and executive alignment, Organizational stability, Engagement and responsiveness, Product utilization and dependency, Operational performance and risk profile
Act as a strategic advisor… not just a client advocate
Coordinate across Sales, Payments, Intelligence, LoadPay, Factoring, Banking, Equipment Finance, Insurance, Product, Operations, Finance, and executive leadership:
Assure clear documentation of account plans, risks, initiatives, and growth opportunities are maintained
Prepare executive-level summaries, account reviews, and strategic recommendations
Provide structured client feedback to Product and leadership teams to influence roadmap and platform evolution
Ensure a consistent, high-quality experience across all enterprise relationships regardless of account owner