What are the responsibilities and job description for the Sales Operations Specialist position at Triumph Financial?
Position Summary
The Sales Operations Specialist plays a pivotal role in driving our sales efforts to new heights. As a vital member of our sales team, you'll collaborate closely with our Business Development Officers (BDOs) to provide unparalleled sales support and ensure a seamless process within our department.
You'll be responsible for:
Empower Sales Success:Support our BDOs in nurturing prospects throughout the application process, ensuring a smooth and efficient journey towards partnership.
Data-Driven Insights:Generate valuable sales metrics reports and collaborate with marketing to deliver actionable insights that drive strategic decision-making.
Engage Prospects:Reach out directly to prospects and referral brokers, offering guidance and assistance to streamline the underwriting and funding process.
CRM Excellence:Maintain accuracy and completeness in our CRM tool (Salesforce), leveraging your proactive approach to gather essential information and optimize data integrity.
Collaborative Support:Assist BDOs with various administrative tasks, contributing to the overall efficiency and effectiveness of our sales operations.
We hope you bring:
Bachelor's in Business or related field is preferred.
Passion for Sales:Bring your enthusiasm and dedication to the table
Detail-Oriented:As a Sales Operation Specialist at Triumph, you'll excel in meticulously managing sales processes, ensuring accuracy and precision every step of the way
Problem-Solving: Thrive in a fast-paced environment where challenges are met with innovative solutions. Your knack for problem-solving will be invaluable as you navigate complex sales scenarios.
Collaboration:Success at Triumph is a team effort. You'll collaborate seamlessly across various teams to achieve shared goals and drive collective success.
Relationship Building:Cultivate meaningful connections with prospects, referral brokers, and internal stakeholders alike. Your ability to build trust and rapport will lay the foundation for long-lasting partnerships and sustained business growth.
Work Environment
The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.
While performing the duties of this job, the employee is regularly required 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.
Regular, predictable attendance is required.
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Triumph Financial, Inc. and its subsidiaries (hereafter the “Company”) is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment. The Company prohibits discrimination and harassment against all employees and applicants for employment based on race, color, sex, gender, age, religion, creed, covered veteran status, military service, national origin or ancestry, ethnicity, sexual orientation, gender identity, gender expression, transgender status, actual or perceived physical or mental disability, genetic information, citizenship or immigration status, marital status, pregnancy, childbirth, or related medical conditions, reproductive health decision making, or any other characteristic protected by law. Equal employment opportunity applies to all terms and conditions of employment, including, without limitation, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.
