Triumph · 19 hours ago
Sales Operations Analyst
Dallas, TX
Full-time
Onsite
Mid, Senior Level
3+ years expTriumph is a company focused on creating a seamless freight transaction network. They are seeking a Sales Operations Analyst to manage pipeline reporting, forecast reliability, and Salesforce execution across their carrier sales teams.
BankingCommercial LendingFinancial ServicesPayments
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
Qualification
Required
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
Preferred
Salesforce certifications beneficial
Benefits
Medical
Dental
Vision
Paid Time Off
401k
And much more.
Company
Triumph
Triumph is a financial and technology company serving the transportation industry with pioneering payments, factoring, intelligence and banking solutions, powered by The Triumph Network.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mitchell Lee
EVP, Chief Risk and Compliance Officer
Recent News
2026-01-13
GlobeNewswire
2025-12-12
Company data provided by crunchbase