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Sales Triage Jobs (NOW HIRING)

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.

AccorHotel

Sales Manager-Generalist

Boston, MA · On-site

Lead triage efforts as appropriate to ensure fast and fulsome responses * Sales Manager will actively conduct prospecting efforts to assist in generating new business opportunities by becoming an ...

RAFFLES

Sales Manager-Generalist

Boston, MA · On-site

Lead triage efforts as appropriate to ensure fast and fulsome responses * Sales Manager will actively conduct prospecting efforts to assist in generating new business opportunities by becoming an ...

AccorHotel

Sales Manager-Generalist

Boston, MA

Lead triage efforts as appropriate to ensure fast and fulsome responses * Sales Manager will actively conduct prospecting efforts to assist in generating new business opportunities by becoming an ...

Hp

Sales Compensation Engagement Manager

Spring, TX

Sales Compensation Engagement Manager Description - Description - Sales Compensation Administration ... Claims triage automation and intelligent dispute routing * Validation workflow automation and ...

Checkmate Payroll Services, Inc.

Sales Associate

Concord, NH · On-site

$14 - $19/hr

Triage all qualified leads and appropriately distribute them through the sales funnel. * Perform outbound phone calls, emails, social media interactions and instant messaging platforms to generate ...

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Sales Triage information

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How much do sales triage jobs pay per hour?

As of Jul 17, 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 July 2026, with employment types broken down into 78% Full Time, 20% Part Time, 1% Temporary, and 1% Contract. Highlights an 83% Physical, 1% Hybrid, and 16% Remote job distribution, with an average salary of $65,733 per year, or $31.6 per hour.
Wealth Retail Business Sales Specialist

Wealth Retail Business Sales Specialist

Wellington Management

Boston, MA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

The Position

We are seeking a Sales Specialist to serve as the operational engine behind our retail wealth distribution effort. This role partners directly with external and internal wholesalers to drive day-to-day advisor engagement, inbound triage, meeting follow-up, and opportunity acceleration, ensuring financial advisors receivetimely,accurate, and high-quality support across inquiries, materials, scheduling, and Salesforce documentation.

Responsibilities

The Sales Specialist isaprofessional who increases wholesaler capacity by handling day-to-day advisor engagement, triage, follow-up, inquiries, and opportunity acceleration. They own tactical execution that keeps the sales engine running while ensuring advisors receivetimely,accurate, value-add responses.

What This Role Owns

  • Inbound advisor inquiries: product questions, performance, positioning, documents, and process questions

  • Timely,accuratefollow-up - "first call resolution"

  • Escalationrouting to wholesalers when higher-touch engagement is needed

  • All follow-up actions from meetings,eventsand campaigns

  • Continuous outreach to keep opportunities warm and progressing

  • Maintain cleanaccurateSalesforce documentation

  • Sendingthe right product materials, market commentary, case studies, and product comparisons based onadvisorneeds

  • Customized approved content for advisor conversations (not creatingnew content, but tailoring within compliance)

  • Day-to-day coverage when wholesalers travel or are in meetings

  • Ensure advisors experience seamless coverage regardless of which wholesaler is available

  • Logging advisor touchpoints, sentiment, interest, and follow-up needs

  • Identifyingbook trends (e.g., flows, redemptions, placement changes) and surfacing actionable patterns

  • Scheduling and coordinating FA meetings on behalf of wholesalers, and serving as the administrative catch-all for day-to-daylogisticsthat keep advisor engagement on track

Core Responsibilities

  • Wholesaler Leverage

  • Partner closely with external and internal wholesalers to support regional sales goals

  • Prepare materials (e.g., pitchbooks, product summaries, etc.)

  • Assistinternalswithmeeting follow up including information requests, scheduling, etc.

  • Supportstrategic accounts teams with home office engagement and event coordination

  • Sales Process Support

  • Handle all inbound triage related to applications, paperwork, platforms, and investment questions (within licensing and compliance boundaries)

  • Coordinate with investor services, onboarding, and operations to ensurea consistentadvisor experience

  • Track tasks, timelines, and advisor commitments in salesforce

  • Assistin prioritizing advisors, wholesalers' calendars, and follow-up lists

  • Monitor pipeline health and recommend actions to move opportunities forward

  • Support virtual roadshows, webinars, and small group advisor education sessions

  • Travel booking and expense report management includingsubmitting, tracking, and reporting back to distributors

  • Event support including managing materials, handouts, boothset up, etc.

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,000 - 150,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salaryis only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence,paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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