Job Description

Position Summary:   The Sales Process Analyst will be focused on leading operational efficiency for the TriumphPay Sales Processes.  This could include driving organizational efforts to reduce friction in the processes via systems, workflow, reporting analysis and other processes to aid the success of the sales organization.   They will partner with sales leadership to assess needs, design solutions, improve processes, and represent the Sales team in project efforts throughout the organization. They will collaborate with subject matter experts on the specific workings, features and function of any process that impacts the sales team.

Essential Duties & Responsibilities:

  • Proactively identify friction points in the Sales Process, implement solutions, and track adoption

  • Consult with Sales Leadership and Sales Teammates on a regular basis to identify processes that need improvement

  • Maintain and update the Sales Process map

  • Perform UAT testing, assist with creating detailed user stories and acceptance criteria, and defining requirements for Salesforce related requests or other Triumph system updates that impact sales

  • Collaborate effectively with internal stakeholders such as sales, underwriting, credit, operations, and marketing audiences using strong communication (oral and written) skills

  • Capable of breaking problems into component parts and addressing each individual issue to develop an appropriate and thorough solution

  • Manage projects using Agile methodologies

  • Proactively stay up to date and informed of any change, or planned change that will impact the Sales team

  • Create and maintain documentation of Sales Processes including but not limited to SOP documents

  • Provide assistance with user training and documentation activities

  • Perform other duties as assigned

Experience & Education:

  • Bachelor’s degree in Business, Management Information Systems or related field or equivalent work experience

  • 2+ years project management experience in a professional environment, supporting project teams

  • Experience with agile implementation methodologies

  • Ability to multi-task and stay focused at high levels of productivity, including ability to work on multiple tasks at once without losing track

  • PMP certification, CBAP certification, Certified Product Owner or ScrumMaster a plus

Skills & Abilities Required:

  • Strong Excel, including Pivot Tables, VLookup, and Circular Referencing.

  • Must possess strong written, verbal, analytical and critical thinking skills.

  • Must be organized, personable, and capable problem-solvers.

  • Dedication to the growth and achievement of the team that is managed.

  • Strong exhibition of leadership and ability to handle difficult situations with diplomacy and tact.

  • Skilled in the development and review of multiple reporting areas.

  • Strong interpersonal and consultative skills.

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.

  • Light to moderate lifting is required.

  • Regular, predictable attendance is required.

  • Add any travel or other physical requirements, as needed

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Application Instructions

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