Position title
Sales Operations Specialist

The Sales Operations Specialist provides operational and administrative support to Sales and Marketing team members. This person will serve as the go-to resource for new merchant customer onboarding within UCFS’ In-Home Sales Channel (B2B). The Sales Operations Specialist is part of the sales team and handles our internal and web programs supporting sales processes and initiatives.



  • Execute and manage a variety of functions in UCFS’ heavily used systems:
    • HubSpot
      • Perform monthly CRM data maintenance, data updating and data cleanup projects
      • Handle all back-end HubSpot administrator responsibilities
      • Generate and manage CRM lists that drive email communications and various projects cross-departmentally
      • Run weekly and monthly reports to send to sales management and salespeople
    • PandaDoc
      • Update and organize our eSignature platform when changes are made to our Merchant Agreement and/or Exhibit Pages
    • The company’s propriety business system – AS400 – for UCFS’ In-Home Sales Channel
  • Handle all details of an efficient client onboarding process from start to finish which includes:
    • Gather needed documents to verify prospective merchant business legitimacy and soundness
    • Collect and track approvals of documentation to become a new business customer
  • Assist Outside Sales Representatives with internal approval processes


  • Update and maintain the company PowerPoint that runs continuously in the lobby
  • Develop merchant and consumer brochures to be distributed upon request
  • Proofread emails and other materials, as needed
  • Provide administrative support to sales and marketing as needed, such as holiday cards, customer gifts.


  • A self-starter on independent projects and tasks and also works well as a contributing member on group projects.
  • Passionate about using data as a tool for business growth
  • Excellent organization skills and ability to keep processes moving forward.
  • Ability to see contribution of department from an organizational perspective.
  • Communicates effectively (verbally and in writing) to a wide range of internal and external customers/clients/management.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Ability to multi-task in a busy, fast-paced, sometimes stressful environment with frequent interruptions.
  • Ability to recognize opportunities and take action to enhance the process flow to increase efficiency.
  • Strong attention to detail with thorough proofreading
  • Strong ability to see projects through to completion
  • Proficiency with a computer, standard office equipment, smart phone, and computer programs
  • Strong skills with Adobe Acrobat (PDF) and Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
  • Internet/search engine savvy.


  • High school diploma or equivalent; bachelor’s degree preferred
  • 2+ years’ experience in an office environment
  • B2B support services experience is preferred
  • HubSpot experience needed. HubSpot Academy certifications are a plus
Working conditions
  • This individual will work full time, 40 hours per week in our professional office environment in Westlake, Ohio.
Employment Type
Duration of employment
Permanent Position
Financial Services
Job Location
Westlake, Ohio
Working Hours
full-time position
Date posted
January 5, 2024
Valid through
May 1, 2024
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Thank you for your interest in UCFS. A member of our hiring team will be in contact if additional information is needed or we wish to schedule an interview. If you are not selected for an interview, we encourage you to view our postings regularly as new positions are posted when available.