Job Description

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

customer-centric supply chain indicators.

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

and analysis.

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

reporting.

Benchmark customer KPIs against industry standards to highlight areas for improvement and drive

innovation.

We are a hands-on, team-focused company. No meeting is too senior or important to involve the

candidate and no task is beneath the candidate. We all contribute in many different ways.

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 competitive person who enjoys winning as part of a team.

A committed team player with a complete absence of politics. History of participation in and/or leadership

of team sports or volunteering groups is a significant plus.

Future Growth Opportunities:

Lead the Business Intelligence function as it scales * Influence customer strategy and retention