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Triumph · 3 hours ago

Senior Customer Success Manager

Dallas, TX

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Triumph is dedicated to creating a seamless freight transaction network and is seeking a Senior Customer Success Manager to manage strategic client relationships. This role involves ensuring customer satisfaction, driving account retention, and identifying growth opportunities within existing accounts.

BankingCommercial LendingFinancial ServicesPayments

Culture & Values

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

Qualification

Customer success managementAccount managementCRM systemsMicrosoft OfficeInterpersonal skillsCommunication skillsEmotional intelligenceActive listeningProblem-solvingCollaboration

Required

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

Benefits

Medical

Dental

Vision

Paid Time Off

401k

Much more

Company

Triumph

Triumph is a financial and technology company serving the transportation industry with pioneering payments, factoring, intelligence and banking solutions, powered by The Triumph Network.

Founded in 2010

Dallas, Texas, USA

1001-5000 employees