Position title
Sales Operations Specialist
Description
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.
Responsibilities
SALES OPERATIONS
- 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
- HubSpot
- 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
MARKETING
- 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.
SKILLS & ABILITIES
- 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.
Qualifications
- 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.
Hiring organization
Employment Type
Full-time
Duration of employment
Permanent Position
Industry
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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