Sales Operations Specialist

Join Triumph!

At Triumph, a member of the Triumph Financial portfolio of brands, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

The Sales Operations Specialist plays a pivotal role in driving our sales efforts to new heights. As a vital member of our sales team, you'll collaborate closely with our Business Development Officers (BDOs) to provide unparalleled sales support and ensure a seamless process within our department.

• Supports Business Development Officers (BDOs) during application process with new clients.

• Generate sales metrics reports to partner with marketing on data, delivering actionable insights for strategic decision-making.

• Communicate with prospects and referral brokers, to guide and assist with the underwriting of new clients.

• Maintain and update CRM (SalesForce) to ensure data integrity with current and prospective clients.

• Assist BDOs with various administrative tasks, ensuring efficiency and effectiveness of the sales operations team.

• Assist BDOs by completing a pricing model and making recommendations based on model results.

• Bachelor's in Business or equivalent relevant work experience.

• 1 - 3 years of experience.

• SalesForce a plus, not required.

• Excel intermediate skills - VLOOKUP, PivotTable, XLOOKUP.

• Ability to problem solve.

• collaborative and able to cultivate relationships with clients/internal team.

• Able to problem solve and work proactively with internal teams.

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.

• Regular, predictable attendance is required.

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We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on.Do it.Apply Today!