Senior Revenue Operations Analyst

Senior Revenue Operations Analyst – Broker The Senior Revenue 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. Essential Duties & 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 Influence go‑to‑market decisions using data‑driven recommendations Act 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 Synthesize insights across multiple data sources to recommend enterprise‑level actions Lead complex, ambiguous analyses with limited direction Own forecast accuracy and drive corrective actions with sales leadership Perform other duties as assigned Experience & Education 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. Skills & Abilities Strong ownership mindset and accountability for outcomes. Structured, analytical thinking to ambiguous problems. Clear and confident communication with sales leadership. High standards for data quality and process discipline. Ability to manage multiple priorities in a fast‑paced environment. Effective relationship building across functional departments. Attention to detail while maintaining business context. Work Environment Moderate noise (business office with computers, phone, and printers, light traffic). Ability to work in a confined area. Ability to sit at a computer terminal for extended periods. Occasional stooping or kneeling may be necessary. Regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer keyboard and telephone. Specific vision abilities required due to computer work. Light to moderate lifting required. Regular, predictable attendance required. Benefits Medical, Dental, Vision, Paid Time Off, 401(k) and much more. Equal Employment Opportunity Triumph Financial, Inc. and its subsidiaries provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws. #J-18808-Ljbffr Triumph