Position title
Sales Operations Specialist (Spanish and English Speaking)

The Bilingual Sales Operations Specialist (Spanish speaking and English speaking) provides operational and administrative support to Sales and Marketing team members. This person will serve as the go-to resource for new merchant onboarding as well as provide support and training of  Spanish speaking merchants (B2B). The Sales Operations Specialist is part of the sales team responsible for merchants setup, training and CRM reporting to support sales processes, merchant promotions and other sales 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


  • Update and maintain the company lobby visual scrolling video
  • 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.
Abilities and Skills
  • 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.
  • Communicates effectively (verbally and in writing) in both English and Spanish.
  • 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.
  • BA/BS degree required
  • 3+ years’ experience in an office environment
  • B2B support services experience is preferred
  • HubSpot experience needed. HubSpot Academy certifications are a plus!
  • Must be fluent in oral and written communications of English and Spanish.
Other Information
  • This position operates in a professional office environment at UCFS offices in Westlake, Ohio.
  • This is a full-time position, which is defined as being scheduled to work up to 40 hours or more per week, Monday through Friday.

*UCFS is closed on New Year's Day, Easter, Thanksgiving and Christmas Day.

Employment Type
Duration of employment
Permanent Position
Financial Services
Job Location
Westlake, Ohio
Date posted
June 18, 2024
Valid through
September 30, 2024
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united consumer financing services

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.