Sales Operations Analyst

Triumph Financial, Inc.•Dallas, TX

About The Position

At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better. Position Summary: The Sales Operations Analyst is the operational owner of pipeline rigor, forecast reliability, territory discipline, reporting, and Salesforce execution across our carrier sales teams and products. This role ensures sales leadership can run the business from data. It is hands-on, execution-oriented, and requires strong judgment, ownership, and accountability.

Requirements

The successful candidate will possess strong Sales Operations (or Revenue Operations) skills, analytical and critical thinking skills, excellent verbal and written communication skills and thrive in a high volume, high velocity environment.
Bachelor's Degree in Business or a related field; graduate degree is preferred.
3-5 years of direct sales / sales operations experience; management experience preferred.
Evidence of previous sales / sales leadership success and strong work ethic.
Experience supporting both high-velocity and territory-based sales motions.
Demonstrated ability to analyze data and translate insights into operational actions.
High level of written and verbal communication skills and abilities.
Applies structured, analytical thinking to ambiguous problems.
Communicates clearly and confidently with sales leadership.
Maintains high standards for data quality and process discipline.
Team leader with a strong work ethic.
Demonstrates considerable tact, diplomacy, discretion, and judgment.
Ability to build/maintain effective interpersonal relationships.
High level of maturity and stability with an "optimistic" approach.
Self-directed and a self-starter with an entrepreneurial approach and hands-on experience with ability to plan and manage enterprise sales goals and objectives.
Excellent organizational skills with ability to manage and coordinate multiple tasks simultaneously.
Regular, predictable attendance is required.

Nice To Haves

Salesforce certifications beneficial.

Responsibilities

Own weekly, monthly, and quarterly pipeline and forecast reporting in Salesforce for Factoring, LoadPay, Fuel, Insurance, Equipment Finance, and other carrier products.
Enforce opportunity stages, close dates, forecast categories, and product attribution.
Works with sales representatives and sales leadership to identify opportunities for improvement.
Discovers high-level, notable, strategic findings and learns how to transform them into significant strategies to aid the sales organization.
Surface pipeline risk with clear, actionable insights.
Own Salesforce data hygiene across Carrier Sales.
Identify and correct process breakdowns.
Own call analytics and reporting using Level AI and Salesforce.
Connect call behavior to pipeline and revenue outcomes.
Evaluates new tools and platforms to improve reporting and sales operations.
Track rep activity, conversion rates, cycle times, and product mix.
Track TAM, penetration, and whitespace by territory and product.
Own territory and account coverage reporting.
Support territory planning and realignment analysis.
Stay up to speed with latest salesforce releases and provides strategic suggestions to leadership.
Ad hoc reporting and data analysis requests.
Performs other duties as assigned.