Internal Sales Specialist | Partner Programs

Triwill Group; Northern (KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Triwill Group is seeking an Internal Sales Specialist focused on Partner Programs, based in the United States with a remote work arrangement. The role emphasizes developing strategic relationships with regional custodial and financial services partners, managing referrals, and supporting the sales process from outreach to onboarding.

Ideal candidates will excel in relationship-building, sales coordination, and collaborating with regional leadership while delivering a high-quality client

Responsibilities

• Identify and develop strategic relationships with regional custodial and financial services partners.
• Manage referrals and support the sales process from initial contact through onboarding.
• Coordinate with Regional VPs and sales leadership to maintain a strong new-business pipeline.
• Facilitate collaboration between external partners, prospective clients, advisors and internal support teams.
• Demonstrate strong communication, organization and commercial judgment to deliver high-quality client experiences.

Job description

Description:

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Internal Sales Specialist | Partner Programs based in the United States.

This is a remote sales opportunity focused on developing strategic relationships with regional custodial and financial services partners.
You will help identify new business opportunities, manage referrals, and support the sales process from initial contact through onboarding.
Working closely with Regional Vice Presidents and sales leadership, you will help maintain a strong and responsive new-business pipeline.
The role combines proactive outreach, relationship management, lead qualification, scheduling, proposal coordination, and follow-up.
You will act as an important connection between external partners, prospective clients, advisors, and internal support teams.
Success requires strong communication, organization, commercial judgment, and the ability to respond quickly while maintaining a high-quality client experience.
This is an ideal opportunity for a finance or wealth-management professional who enjoys relationship building, sales coordination, and working in a collaborative remote environment.