Client Experience Specialist – Freight & FinTech Support

Triumph; Dallas (TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph seeks a Client Experience Representative to deliver excellent support via phone, email and chat for transportation factoring and payment platform clients.

The role emphasizes client education, retention and teamwork, with duties spanning onboarding, issue resolution and account review. A background in freight or logistics is preferred, and bilingual Spanish is a plus. This on-site position offers opportunities to grow with Triumph Financial, Inc.

Qualifications

• Higher education degree or equivalent customer service experience (1-2 years) in a high-volume, professional environment.
• Knowledge of freight, transportation, and/or logistics industry is preferred.
• Accounts payable experience a plus, but not required.
• Bilingual (Spanish) a plus.

Responsibilities

• Provide primary phone, email, and chat support for company inbound queues.
• Engage in meaningful conversations with clients to ensure every interaction is fast, friendly and frictionless.
• Ask appropriate questions and listen actively to identify areas for follow-up to better assist the client with their needs and resolve issues.
• Provide first-contact resolution when troubleshooting inquiries.
• Holistically reviews client accounts, pending invoices and payments, A/R aging and interaction history.
• Assists clients in resolving holds, delays, rejections and disputes as well as other related transactions or statuses such as disputes, open credits, post verifications NOA's and LOR's.
• Train and support clients on how to use company web portals, processes, and other related systems according to best practices.
• Introduce carriers to the various options for payment methods, as well as other Triumph services and offerings.
• Assist carriers through new client onboarding process.
• Accountable for achieving quality of service scores, schedule adherence, and call and/or ticket management.
• Effectively communicates with team members, debtors, clients and management.
• Maintains confidentiality of client information.
• Performs other duties as assigned.

Skills

Excellent communication

Multi-tasking

Problem solving

Phone etiquette

Education

Higher education degree or equivalent customer service experience

Job description

Triumph seeks a Client Experience Representative to deliver excellent support via phone, email and chat for transportation factoring and payment platform clients.

The role emphasizes client education, retention and teamwork, with duties spanning onboarding, issue resolution and account review. A background in freight or logistics is preferred, and bilingual Spanish is a plus. This on-site position offers opportunities to grow with Triumph Financial, Inc.