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Triumph · 2 days ago

Customer Success Manager - Intelligence

United States

Full-time

Remote

Entry, Mid Level

$68K/yr - $99K/yr

2+ years exp

Triumph is a company focused on creating a seamless freight transaction network. The Customer Success Manager is responsible for ensuring customers achieve meaningful outcomes through Triumph’s data tools, guiding onboarding, and supporting ongoing engagement.

BankingCommercial LendingFinancial ServicesPayments

Culture & Values

Responsibilities

Guide new customers through onboarding, ensuring a smooth transition and early adoption of Triumph’s data tools

Conduct regular check-ins and business reviews to assess progress and reinforce value

Help customers interpret dashboards, reports, and analytics to inform decisions and optimize performance

Monitor customer engagement and product usage, proactively addressing risks and surfacing opportunities for deeper adoption

Build consultative relationships by understanding customer goals and aligning Triumph’s solutions to meet their needs

Support account retention by delivering consistent value and helping customers achieve their desired outcomes

Identify opportunities for upselling and cross-selling data products or services

Collaborate with Product, Data Science, and Engineering teams to advocate for customer needs and influence roadmap priorities

Maintain accurate records of customer interactions, feedback, and usage trends using CRM and analytics tools

Contribute to customer success initiatives, including case studies, feedback loops, and product testing

Provide high-level customer success and support while serving as a trusted advisor on technical product integrations, collaborating with customer stakeholders to ensure seamless implementation within their existing systems

Apply technical expertise to troubleshoot integration challenges, translate complex technical concepts into clear guidance for customers, and partner cross-functionally with Product and Engineering to drive successful outcomes

Contribute to customer success initiatives, including case studies, feedback loops, and product testing

Qualification

Customer Success ManagementData AnalyticsCRM SystemsSaaS ProductsRelationship ManagementClient OnboardingCommunication SkillsProblem-Solving SkillsCollaboration SkillsProject Management

Required

The successful candidate will possess strong customer success and relationship management skills, with a focus on driving adoption, building trust, and delivering measurable impact

Bachelor's degree in Business, Operations, Supply Chain Management or a related field

2–4 years of experience in Customer Success, Account Management, Freight Brokerage or a related client-facing role

Experience working with data platforms, analytics tools, or SaaS products

Familiarity with CRM systems (e.g., Salesforce) and customer engagement metrics

Strong communication, problem-solving, and collaboration skills

Preferred

Successful experience working with freight brokers

Experience working with cross-functional teams to deliver customer outcomes

Ability to analyze customer data and translate insights into actionable strategies

Project management or client onboarding experience is a plus

Benefits

Medical

Dental

Vision

Paid Time Off

401k

And 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