Business Intelligence & Customer Success Strategist
Vortex Freight Systems (www.vortexfreight.com) is a growing third-party logistics (TPL) company that focuses
on delivering customized supply chain solutions for organizations with operations in Canada, USA and Mexico.
With our flexible solutions, service model and years of industry expertise, we are able to provide our customers
a complete logistics program that is supported with advanced technology, proactive communication channels
and exceptional customer service.
Responsibilities Overview:
We are looking for a Business Intelligence & Customer Success Strategist to join our 4 person Pricing & Analytics
Team, reporting to the Director of Pricing & Analytics of a private equity backed company. The position is being
filled as a result of strong organic growth to lead data-driven initiatives that enhance our customer relationships
and optimize supply chain performance. This hybrid role combines business intelligence, strategic consulting,
and customer success to deliver high-impact insights to our top-tier clients. You’ll be responsible for developing
standardized KPI dashboards, creating customer presentations and identifying win-win opportunities to improve
our clients’ logistics operations. The ideal candidate wants to analyze data, drive operational improvements, and
make a significant impact at our mid-sized entrepreneurial organization. He/she will have strong attention to
detail, be intellectually curious, driven to succeed, and a great communicator. This is a high-visibility role that
interfaces with senior executives and key accounts.
Primary Responsibilities:
- Develop and maintain standardized KPI dashboards, balancing internal performance metrics with
- Lead creation of PowerPoint presentations for Quarterly Business Reviews.
- Partner with the Commercial Team to prepare competitive pricing proposals for key accounts.
- Produce monthly KPI reports for high-value accounts, ensuring consistency, clarity and relevance.
- Contribute to development of automation tools (e.g., Power BI, Excel macros) to streamline reporting
- Provide ad hoc analysis and reporting to support company initiatives as required
- Document data collection processes across accounts to improve accuracy, efficiency, and scalability of
- Benchmark customer KPIs against industry standards to highlight areas for improvement and drive
- We are a hands-on, team-focused company. No meeting is too senior or important to involve the
Qualifications/Experience Required:
Education and Experience:
- 5+ years of experience in Business Intelligence, Supply Chain Analytics, or Strategic Consulting
- Strong proficiency in Power BI, Excel, and data visualization tools
- Experience conducting executive-level presentations and Quarterly Business Reviews
- Background in logistics, transportation, or supply chain management is a plus
- Ability to translate complex data into clear, compelling narratives
- Strong understanding of financial metrics, cost structures, and operational KPIs
Personal Attributes:
- Strategic thinker with a customer-first mentality
- Excellent communicator and presenter
- Detail-oriented and data-driven
- Commercially savvy—able to balance customer value with company profitability
- Curious, proactive, and always looking for ways to improve
- A committed team player with a complete absence of politics. History of participation in and/or leadership
Future Growth Opportunities:
- Lead the Business Intelligence function as it scales
- Influence customer strategy and retention