Senior Sales Operations Analyst - Broker

Triumph Financial ServicesDallas, TX
Onsite

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. The Senior Sales Operations Analyst - Broker is the operational owner of pipeline rigor, forecast reliability, territory discipline, reporting, and Salesforce execution across our broker 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

  • Strong Sales Operations (or Revenue Operations) and analytical skills.
  • Expertise working in Salesforce Sales Cloud.
  • Experience supporting both high-velocity and territory-based sales motions.
  • Deep subject matter expertise in Sales Operations, demonstrated through informing sales strategy, territory design, and GTM execution decisions.
  • Demonstrated ability to analyze data and translate insights into operational actions.
  • Bachelor’s degree in business, finance, analytics, or a related field.
  • Demonstrate strong ownership mindset and accountability for outcomes.
  • Apply structured, analytical thinking to ambiguous problems.
  • Communicate clearly and confidently with sales leadership.
  • Maintain high standards for data quality and process discipline.
  • Manage multiple priorities in a fast-paced environment.
  • Build effective working relationships across functional departments.
  • Operate with attention to detail while maintaining business context.
  • Regular, predictable attendance is required.

Nice To Haves

  • 5-7 years of experience in Sales Operations, Revenue Operations, or sales analytics supporting quota-carrying sales teams.

Responsibilities

  • Own weekly, monthly, and quarterly pipeline and forecast reporting in Salesforce for Broker, Payments and Intelligence
  • Enforce opportunity stages, close dates, forecast categories, and product attribution
  • Surface pipeline risk with clear, actionable insights
  • Influences go‑to‑market decisions using data‑driven recommendations
  • Acts as a thought partner to VP‑ and SVP‑level sales leaders
  • Own Salesforce data hygiene across Broker, Payment, and Intelligence Sales
  • Identify and correct process breakdowns
  • Own call analytics and reporting using call intelligence platforms (e.g. Level AI, Zoom Revenue Accelerator) and Salesforce
  • Connect call behavior to pipeline and revenue outcomes
  • Identify operational bottlenecks and recommend fixes
  • 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
  • Ad hoc reporting and data analysis requests
  • Synthesizes insights across multiple data sources to recommend enterprise‑level actions
  • Leads complex, ambiguous analyses with limited direction
  • Owns forecast accuracy and drives corrective actions with sales leadership
  • Performs other duties as assigned.

Benefits

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