Senior Relationship Manager

13 hours ago

Dallas, Texas, United States Triumph Financial Full time
Job Overview

The Senior Relationship Manager at Triumph Financial is responsible for fostering and maintaining strategic client relationships, ensuring seamless payment submissions, and driving business growth. This role requires a strong understanding of client needs, excellent communication skills, and the ability to analyze portfolio performance.

Key Responsibilities
  • Analyze portfolio performance to ensure growth projections are met.
  • Update payor information and perform tasks in support of the operations team.
  • Serve as the client's ultimate escalation point, accountable for the health of the relationship.
  • Assist the AVP, Payor Operations with service level agreements (SLAs) and standard operating procedures (SOPs).
  • Provide outstanding client service, meeting strict deadlines and maintaining operational controls to prevent loss exposure.
  • Maintain and grow ongoing client relationships, controlling procedures to mitigate loss exposure and staying informed on business changes.
  • Relentlessly drive to understand customers, their stakeholders, and their problems deeply.
  • Manage HelpDesk ticket applications, ensuring response times and resolutions are within SLA standards.
  • Effectively communicate with carriers, clients, and senior management in a timely manner.
  • Provide ongoing training to clients and team members on Triumph's processes and systems.
  • Offer insightful and consultative business analysis to client C-Suite and TriumphPay senior management.
  • Through a strong understanding of each client's cash flow, provide financial reviews of client successes and opportunities for cross-selling assistance.
  • Work with internal stakeholders such as Sales, Integrations, and Legal in relationship handoffs, marketing, and feedback reporting.
  • Assist the AVP, Payor Operations in facilitating new hire and ongoing team member training, coaching, and mentoring.
  • Participate in creating a team environment and business culture that optimizes customer service and risk management disciplines.
  • Maintain confidentiality of client information.
Requirements
  • Bachelor's Degree is strongly preferred; 4 years of experience in a client service position of increased responsibility may be considered in lieu of degree.
  • Previous experience in a lead, mentor, or senior role is required.
  • 2 to 5 years of client service experience in a fast-paced work environment, with 1-2 years in logistics or financial services highly preferred.
  • Knowledge of freight, transportation, and/or logistics industry is preferred.
  • 1-2 years in financial services or investment banking is a plus.
Skills and Abilities
  • Proficient in Microsoft Office suites.
  • Ability to multi-task and stay focused at high levels of productivity.
  • Ability to provide excellent customer service, meeting strict deadlines.
  • Outstanding communication skills, both written and verbal.
  • Excellent phone etiquette.
  • Ability to understand and follow written and verbal instructions.
Work Environment

The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
  • Ability to work in a confined area.
  • Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
  • While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
  • Specific vision abilities are required by this job due to computer work.
  • Light to moderate lifting is required.
  • Regular, predictable attendance is required.

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