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Sales Triage Jobs (NOW HIRING)

Pliant

Customer Support Specialist *remote* (m/f/d)

$18.50 - $24.75/hr

Act as the operational bridge between Compliance and Sales. * Triage AML/KYC alerts and fraud flags. You will validate data and context before involving the client, ensuring we protect the regulatory ...

Pliant GmbH

Customer Support Specialist *remote* (m/f/d)

$18.50 - $24.75/hr

Act as the operational bridge between Compliance and Sales. * Triage AML/KYC alerts and fraud flags. You will validate data and context before involving the client, ensuring we protect the regulatory ...

Triage Partners LLC

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Sales Triage information

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How much do sales triage jobs pay per hour?

As of Aug 27, 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?

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.

What are the key skills and qualifications needed to thrive as a sales triage specialist?

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.

How does a sales triage professional typically interact with sales and marketing teams?

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 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.

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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 August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $65,733 per year, or $31.6 per hour.

Customer Support Specialist *remote* (m/f/d)

Remote

Pliant
Plastics Packaging Film and Sheet (including Laminated) Manufacturing • 1 - 5K employees
Learn more about Pliantexternal

$18.50 - $24.75/hr

Full-time

Re-posted 21 days ago

Job description

ABOUT US
Pliant is a European fintech specializing in B2B payment solutions. Our modular, API-first platform helps businesses streamline spending, improve cash flow, and integrate payments into their financial workflows. Designed for industries with complex payment needs, such as travel and fleet, Pliant enables greater efficiency, control, and profitability.
We serve two primary customer segments:
  • Companies looking to optimize operational processes through intuitive apps and APIs, gaining control, automation, and financial flexibility through extended credit lines.
  • Businesses such as financial software platforms, ERP providers, and banks that want to launch or enhance their credit card offerings using Pliant's embedded finance and white-label solutions.

Founded in 2020 and headquartered in Berlin, Pliant supports over 4,000 businesses and more than 20 partners globally. As a licensed e-money institution (EMI), we issue credit cards in 11 currencies across more than 30 countries, helping companies streamline and simplify payments.
Learn more at www.getpliant.com
ABOUT THE ROLE
Forget the traditional Support playbook. We aren't looking for people to read scripts or move tickets from one queue to another. We are looking for problem solvers.
As a Customer Support Specialist, you are the operational backbone of Pliant. When a Finance Director or CEO contacts us, they don't want a ticket number - they want a solution so they can get back to running their business. Your job is to provide that peace of mind.
You will act as the filter for the business, sitting at the intersection of Product, Compliance, and Sales. You won't just answer questions; you will investigate complex financial workflows, unblock technical jams, and ensure that our clients trust us to handle the heavy lifting.
This is a remote role, ideally based on the West Coast, US. We welcome applications from candidates across the US who are comfortable working West Coast hours.
WHAT YOU'LL DO
1. Own The Outcome
  • You are the set and forget solution for our clients. When a complex issue lands on your desk - whether it's a failed transaction or a credit limit urgency - you own it end-to-end. You communicate with clarity and confidence, ensuring the client knows: 'Pliant is handling it.'
  • Investigate root causes rather than applying quick fixes. You will distinguish between user error and system error and provide feedback to Engineering.

2. The Commercial Filter
  • Act as the operational bridge between Compliance and Sales.
  • Triage AML/KYC alerts and fraud flags. You will validate data and context before involving the client, ensuring we protect the regulatory license without damaging the commercial relationship.
  • You manage the service recovery process for high-value accounts in collaboration with partners across the business (Sales, Product, Risk), ensuring we turn friction into trust.

3. Operational Excellence & Knowledge
  • You won't just close tickets or end a call; you will spot friction in our processes and help rewrite the playbook (SOPs) to fix it. You ensure that the global team operates with a single source of truth, raising the standard of service for every interaction.
  • You are the first line of defense for Product. When a feature breaks or an integration fails, you are responsible for reproducing the error, documenting the technical steps, and handing a clean bug report to Engineering.

4. Technical Configuration & Troubleshooting
  • Support the specific technical and troubleshooting needs of our specialized verticals (e.g., configuring card types for Travel agencies or setting up spending limits for new entities) to ensure the client's setup matches their business model.
  • You dig deeper than the surface. Whether it's troubleshooting a data sync error with DATEV/Xero or configuring a specific card setup for a Travel agency, you investigate the root cause. You don't just apply a quick fix; you provide feedback to Engineering to ensure it doesn't happen again.

WHAT YOU'LL BRING
  • You hate leaving problems unsolved. You thrive in ambiguity and are comfortable saying, "I don't know, but I will find out."
  • 2+ years of experience in B2B Customer Support, Operations, or Fintech. You are comfortable working in a regulated environment (Fintech/Banking) where details matter and a ticket is actually a relationship.
  • You thrive in ambiguity. When you see a broken process, you don't just report it - you suggest a fix. You understand how to balance commercial urgency with compliance safety.
  • You have experience with and are comfortable navigating CRM tools (e.g. HubSpot, Zendesk, Salesforce) and back-office admin panels. You aren't afraid of technical details (APIs, Accounting Integrations) and understand basic financial concepts (Credit Lines, KYC, AML).
  • Exceptional written and verbal communication skills. You write like a human, not a robot. You can explain complex regulatory or technical concepts with empathy and brevity.
  • You understand that global finance doesn't stop. You are willing to provide coverage on public holidays on rare occasions to ensure our clients remain supported.
  • You are ready to work in a remote-friendly, global team where high standards are the standard every, single, day.

WHAT WE OFFER
  • The opportunity to work in a growing team with big responsibilities that thrives on a strong exchange of knowledge and excellence
  • Attractive remuneration and benefits package
  • Flat hierarchy and transparent communication in a relaxed, professional atmosphere
  • Opportunity to develop your talent in a dynamic team with ambitious goals
  • Flexibility and possibility to work remotely
  • Pliant Card with monthly credit to explore the product and enjoy food with colleagues

Pliant is an equal opportunity employer. We welcome applications from people of all backgrounds, identities and abilities, and are committed to an inclusive hiring process. If you need any accommodations during the interview process, please let us know.
Pliant logo

About Pliant

Sourced by ZipRecruiter

Industry

Plastics packaging film and sheet (including laminated) manufacturing

Company size

1,001 - 5,000 Employees

Headquarters location

Evansville, IN, US

Year founded

2015

Social media

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