Senior Sales Operations Analyst

Triumph Financial, Inc.•Dallas, TX

2d•Onsite

About The Position

The Senior 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

5-7 years of experience in Sales Operations, Revenue Operations, or sales analytics supporting quota-carrying sales teams.
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.
Work Environment: 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.
Regular, predictable attendance is required.

Nice To Haves

Ability 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.
Light to moderate lifting is required.

Responsibilities

Own weekly, monthly, and quarterly pipeline and forecast reporting in Salesforce for all Broker products
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 of Sales Operations and SVP‑level sales leaders
Own Salesforce data hygiene across Carrier Sales
Identify and correct process breakdowns
Own call analytics and reporting using call intelligence platforms (e.g. Level AI, Zoom Revenue Acceleratro) 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.