Customer Success Manager – Intelligence
Triumph Financial, Inc.
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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Salary
💰 $67,978 - $98,569 per year
About the role
- 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.
Requirements
- 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.
Benefits
- Medical
- Dental
- Vision
- Paid Time Off
- 401k and much more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data toolsanalyticscustomer engagement metricsupsellingcross-selling
Soft Skills
communicationproblem-solvingcollaborationconsultative relationships
Certifications
Bachelor’s degree