Sales Ops Specialist

Triumph Financial, Inc. • Coppell, TX

1d

About The Position

Join Triumph! 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. Role Summary If you’re a detail-oriented, collaborative problem-solver with a passion for supporting sales success, Triumph has the perfect opportunity for you. As a Sales Operations Specialist, you’ll work closely with our Business Development Officers (BDOs) to keep sales processes running smoothly, deliver valuable insights, and ensure every client and prospect receives exceptional service. Day in the Life No two days are the same—you might be analyzing sales metrics to help shape strategy in the morning, connecting with prospects or referral brokers midday, and refining data in Salesforce by the afternoon. You’ll play a central role in keeping deals moving forward, supporting the team behind the scenes, and ensuring every step of the sales process is seamless.

Requirements

• Bachelor’s degree in business or a related field (or equivalent experience).
• 1–3 years of experience in sales support, operations, or a similar role.
• Strong Excel skills (VLOOKUP, PivotTables, XLOOKUP).
• Excellent problem-solving abilities and a proactive approach.
• Strong collaboration and relationship-building skills with both clients and internal teams.

Nice To Haves

• Salesforce experience is a plus, but not required.

Responsibilities

• Support BDOs in guiding prospects through the application and onboarding process.
• Create and analyze sales metrics reports, partnering with marketing to identify growth opportunities.
• Communicate with prospects and referral brokers to assist with underwriting and funding.
• Keep Salesforce data accurate and up to date for both current and prospective clients.
• Provide administrative support to help the sales operations team work efficiently.

Benefits

• Medical
• Dental
• Vision
• Paid Time Off
• 401k

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level