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Sales Triage Jobs (NOW HIRING)

Gallagher

Nurse Director - Intake & Triage

Rolling Meadows, IL · On-site

$31.25 - $40/hr

How you'll make an impact The Nurse Triage Director will be the business owner responsible for the ... Sales and Marketing - Support new sales, cross-sell, and retention activities * Cross-functional ...

Triage Staffing

Compliance Specialist

Cincinnati, OH · On-site

Proactively collaborate with Sales and Recruiting, maintaining strong cross-functional partnerships ... Efficiently serve Triage clients while upholding Triage's high standards of ethics. Required Skills ...

Triage Staffing

Compliance Specialist

Cincinnati, OH · Hybrid

Proactively collaborate with Sales and Recruiting, maintaining strong cross-functional partnerships ... Efficiently serve Triage clients while upholding Triage's high standards of ethics. Required Skills ...

Triage Staffing

Compliance Specialist

Omaha, NE · Hybrid

Proactively collaborate with Sales and Recruiting, maintaining strong cross-functional partnerships ... Efficiently serve Triage clients while upholding Triage's high standards of ethics. Required Skills ...

Fora

Sales Coordinator

New York, NY · On-site

$60K - $90K/yr

The Sales Coordinator partners closely with the membership sales team to triage applicants, conduct outreach to warm prospects, and maintain a clean, efficient pipeline that supports conversion goals.

HP

Sales Compensation Engagement Manager

Shenandoah, TX · On-site

$105K - $161K/yr

Own claims triage, resolution SLAs, and seller communications * Standardize engagement processes across regions while respecting local business requirements * Establish clear escalation pathways to ...

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How much do sales triage jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for sales triage in the United States is $31.60, according to ZipRecruiter salary data. Most workers in this role earn between $24.52 and $36.06 per hour, depending on experience, location, and employer.

What is a Sales Triage role?

A Sales Triage role involves quickly assessing incoming sales leads or inquiries to determine their quality and the most appropriate next steps. Professionals in this position evaluate potential customers based on specific criteria, prioritize leads, and route them to the right sales representatives or teams. This process helps ensure that high-potential opportunities are addressed quickly and efficiently, improving overall sales performance. Sales Triage roles often require strong communication, organizational, and analytical skills.

How does a Sales Triage professional typically interact with sales and marketing teams to ensure qualified leads are handed off effectively?

Sales Triage professionals play a crucial role in bridging the gap between marketing and sales by quickly assessing incoming leads, qualifying prospects, and prioritizing follow-ups. They regularly communicate with both teams to clarify lead criteria, share insights from initial interactions, and provide detailed notes to ensure a smooth transition. This collaboration helps sales teams focus on high-potential opportunities while marketing receives feedback to refine future lead generation strategies. Open communication and strong organizational skills are key to ensuring all qualified leads are seamlessly handed off and pursued efficiently.

What are the key skills and qualifications needed to thrive as a Sales Triage Specialist, and why are they important?

To thrive as a Sales Triage Specialist, you need strong analytical abilities, experience in lead qualification, and a solid understanding of sales processes, often supported by a background in business or sales. Familiarity with CRM platforms like Salesforce, lead scoring tools, and email automation systems is typically required. Excellent communication, problem-solving, and time management skills are crucial for building rapport and efficiently handling high volumes of inbound leads. These skills are important to quickly identify and prioritize promising prospects, ensuring smooth handoff to sales teams and maximizing revenue opportunities.

What is the difference between Sales Triage vs Sales Development Representative?

AspectSales TriageSales Development Representative
Primary RoleInitial lead assessment and qualificationProspecting and generating new sales opportunities
Work EnvironmentCollaborates with sales and marketing teams, often in fast-paced settingsEngages with potential clients via calls, emails, and social media
Required CredentialsBasic sales or customer service experience, CRM familiaritySales or marketing background, communication skills
Common UsageUsed in B2B and SaaS companies for lead qualificationCommon in tech and SaaS industries for pipeline building

Sales Triage focuses on quickly assessing and qualifying inbound leads to determine sales readiness, while Sales Development Representatives actively seek out and generate new leads. Both roles are essential in the sales funnel but serve different functions within the sales process.

More about Sales Triage jobs
What job categories do people searching Sales Triage jobs look for? The top searched job categories for Sales Triage jobs are:
Sales Triage jobs near you
Infographic showing various Sales Triage job openings in the United States as of May 2026, with employment types broken down into 97% Full Time, 1% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $65,733 per year, or $31.6 per hour.
Bilingual Customer Service Representative

Bilingual Customer Service Representative

Calculated Hire

Tempe, AZ • On-site

$24/hr

Contractor

This job post has expired today. Applications are no longer accepted.

Job description

Bilingual Customer Service Specialist

6-month Contract (W2), Weekly Pay (40 hours/week)

Pay Rate: $24/hr

Calculated Hire is in search of a detail-oriented and customer-focused Bilingual Customer Service Specialist to support lead qualification, customer outreach, and sales coordination efforts. This role serves as the first point of contact for incoming referrals and is responsible for confirming customer business needs, routing qualified opportunities to sales consultants, and maintaining accurate pipeline documentation throughout the customer journey.

The ideal candidate is highly organized, comfortable working in a fast-paced environment, and able to manage multiple customer interactions while delivering exceptional service. Bilingual Spanish-speaking skills are strongly preferred to support diverse customer needs.

Key Responsibilities

  • Receive and manage inbound referrals from lead assignment teams
  • Conduct outbound outreach to customers to confirm business needs and qualify opportunities
  • Route confirmed leads to dedicated sales consultants for further handling
  • Prioritize and support Spanish-speaking customers as needed
  • Maintain accurate and detailed pipeline management activities, including:
  • Tracking contact attempts
  • Scheduling appointments and callbacks
  • Entering concise and detailed referral notes
  • Updating customer statuses within internal systems
  • Coordinate handoffs between triage agents and sales consultants to ensure a smooth customer experience
  • Support inbound call handling while managing assigned referrals during pilot operations
  • Follow up with customers regarding documentation, agreements, and required signatures
  • Assist with contract validation, underwriting coordination, and onboarding activities
  • Conduct welcome calls to ensure successful customer activation and satisfaction
  • Participate in weekly feedback and calibration sessions to discuss process improvements, customer feedback, and pilot performance
  • Track and report referral activity and conversion outcomes through manual reporting methods as needed
  • Provide feedback on workflow efficiencies, customer experience trends, and process enhancements
  • Adapt to evolving pilot procedures and workload balancing initiatives

Qualifications

  • Bilingual Spanish-speaking skills preferred
  • Previous customer service, call center, sales support, or lead management experience preferred
  • Strong verbal and written communication skills
  • Excellent organizational and time management abilities
  • Ability to multitask and manage a high-volume workflow
  • Strong attention to detail and accurate documentation skills
  • Comfortable handling inbound and outbound customer communications
  • Experience with CRM systems and pipeline management tools preferred
  • Ability to work independently and collaboratively within a team environment
  • Proficient in Microsoft Office and related business applications

Preferred Skills

  • Experience with lead qualification or sales triage processes
  • Ability to manage customer escalations professionally and efficiently
  • Strong follow-up and relationship-building skills
  • Analytical mindset with the ability to provide operational feedback and process improvement suggestions

Work Environment

  • Fast-paced customer service and sales support environment
  • Combination of inbound and outbound phone responsibilities
  • Collaborative team setting with ongoing feedback and performance discussions
  • Opportunity to support pilot initiatives and process improvements across customer service operations

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