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Remote

Business Development Associate

Triumph Financial
paid time off, 401(k)
United States
Feb 21, 2025

Join Triumph!

At Triumph, a member of the Triumph Financial portfolio of brands, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Position Summary

The Business Development Associate (BDA) is an exciting opportunity to be a part of a reputable organization which provides fuel card sales for the Fuel Program group at Triumph! The BDA is expected to demonstrate the highest-level sales and professional abilities to ensure accuracy and precision of the sales process.

Essential Duties & Responsibilities
  • Meets monthly, quarterly, and annual financial targets by identifying new prospective customers and generating new accounts.

  • Identifies underlying business problems and unique requirements for potential Triumph clients using open-ended questions to uncover client needs, wants, and challenges.

  • Links Triumph product features and benefits to the potential clients' needs.

  • Creates and conducts effective proposal presentations and responses that identify prospective customers' business problems, the effects of the problems, and the Triumph solutions to their problems.

  • Maintains industry knowledge including knowledge of competitive landscape.

  • Actively seeks out additional training on new products and provides feedback to product development group regarding customer challenges and potential modifications or new Triumph products that could resolve those challenges.

  • Demonstrates the ability to gather and submit detailed business information for underwriting and pricing.

  • Maintains accurate records of all sales activities including sales calls, presentations, closed sales, and follow-up activities including the use of Salesforce to maintain accurate records to maximize portfolio potential.

  • Negotiates non-standard payment terms with new applicants.

  • Anticipates and seeks out potential customers' objections and concerns.

  • Responds to unexpected or challenging questions, price questions, and objections.

  • Understands and leverages the relationship between benefits, value, and price to acquire new customers.

  • Coordinates the implementation and delivery of Triumph products to new customers. Maintains close contacts with customers and establishes a comprehensive customer experience that includes consultation and analysis.

  • Maintains contact with all new customers in portfolio to ensure high levels of client satisfaction.

  • Follows up on customer issues to ensure resolution through appropriate internal and external resources.

  • Plans potential and customer contacts ensuring proper balance is maintained between existing customers and prospective customers.

  • Builds enough pipeline of new customers to maintain portfolio.

  • Other duties may be included, as assigned by the manager, according to the needs of the Fuel Program group and management.

Experience & Education

The successful candidate will possess business operations experience and skills, telephone sales process expertise, analytical and critical thinking skills and attention to detail. Additionally, the ideal candidate should possess the following:

  • Bachelor's Degree is strongly preferred. Will consider four (4) years' experiences in a similar sales environment in lieu of a degree.

  • Phone sales experience required; 1- 2 years of direct sales experience preferred.

  • Formal sales training completion preferred.

  • Evidence of previous sales success and strong work ethic.

  • Understanding of the fuel card industry and sales a strong plus.

Skills & Abilities Required
  • Must have the desire and abilities to sell over the telephone 7-8 hours a day.

  • High level of verbal communication skills and abilities.

  • Ability to understand, manage and communicate complex financial products.

  • Team player with a strong work ethic.

  • Ability to problem solve with a solutions-minded attitude.

  • Demonstrates considerable tact, diplomacy, discretion and judgment.

  • Temperament to handle difficult situations in a calm, respectful manner.

  • Bilingual - Spanish/English - a plus, but not required.

  • 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 personal sales goals and objectives.

  • Excellent organizational and administrative skills with ability to manage and coordinate multiple tasks simultaneously.

Work Environment

The work environment characteristics described here maybe 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

#LI-JH1

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.

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on.Do it.Apply Today!

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