Triumph Financial, Inc.

Compensation

Full Description

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 Customer Success Manager is responsible for ensuring customers achieve meaningful outcomes through Triumph’s data tools and platforms. This role guides new customers through onboarding, supports ongoing engagement, and helps interpret analytics to drive business decisions. The CSM builds strong relationships, monitors product usage, and collaborates cross-functionally to deliver consistent value and identify growth opportunities. Essential Duties & 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. Experience & Education 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. Required Skills & Abilities 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 Skills 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. Work Environment The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Work Environment – in office This role is primarily in-office, with an expectation of being onsite four days per week at Triumph’s designated office location. One day per week may be remote, depending on team schedules and business needs. Travel may be required (up to 50%) for: Onsite customer meetings Strategic business reviews Team offsites or company events The role involves regular collaboration with cross-functional teams and customers, requiring strong communication skills and comfort with both in-person and virtual engagement tools (e.g., Zoom, Slack, Salesforce). Triumph fosters a collaborative, high-performance culture where in-person interaction supports innovation, alignment, and customer impact. Work Environment – Hybrid Flexible This role is hybrid-flexible, with the possibility to work remotely depending on team needs, customer engagements, and individual performance. Candidates should be based in the U.S. and able to travel as needed (up to 50%) for: Onsite customer meetings Strategic business reviews Team offsites or company events While remote work is supported, occasional in-person collaboration may be required at Triumph offices or customer locations. The role involves working across time zones and using virtual collaboration tools (e.g., Zoom, Slack, Salesforce). Triumph promotes a collaborative, high-performance culture where flexibility is balanced with accountability and customer impact. Work Environment – Remote First This role is remote-first, offering flexibility to work from home or any location within the U.S. that supports effective collaboration and customer engagement. Occasional travel (up to 50%) may be required for: Onsite customer meetings Strategic business reviews Team offsites or company events Candidates should be comfortable working across time zones and using virtual collaboration tools (e.g., Zoom, Slack, Salesforce). Triumph fosters a high-performance, people-first culture, where autonomy, accountability, and continuous learning are valued. The role involves regular interaction with cross-functional teams including Product, Engineering, and Data Science, requiring strong communication and collaboration skills in a distributed environment. Compensation Range Annual Salary: $67,978.00 - $98,569.00 ***Location: Dallas, TX or Remote U.S. excluding the following states: AK, DE, ID, ND, RI, VT, WY *** We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today! OUR BUSINESS Triumph is a financial and technology company focused on payments, factoring, intelligence and banking. We are pioneering solutions that serve the transportation industry. Through the Triumph brand, our customers gain unrivaled efficiency, transparent and secure transactions, and improved access to working capital. Through TBK Bank, we provide personal and business banking solutions that strengthen local communities and fortify our transportation business. We create value by driving businesses and communities of all sizes toward the future. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. As a member of the Triumph team, you’re at the heart of an innovative, forward-thinking company that values collaboration, creativity and continuous learning. You’re not just an employee — you’re part of a team shaping the future. Being part of Triumph means striving for excellence while delivering with humility. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: Transparency Respect Invest for the future Unique is good Mission is more than money People make the difference Humility FOCUS ON SERVING OTHERS At Triumph, we strive to do the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is centered on four areas: Advocating for safety and justice Providing access to basic needs Supporting families Transforming communities