Now Hiring - United Consumer Financial Services Company - Financial Services Sales Operations Specialist in Westlake, OH

Full description of the position

Job description

United Consumer Financial Services (UCFS) has been a growing leader in the financial services industry for over 40 years as a subsidiary of a Fortune 100 company. We are dedicated to providing world-class service to our customers, enhancing the lives of those in our surrounding communities as well as being committed to the well-being, engagement and career development of our highly-valued workforce.

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.

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 companys 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.

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; bachelors 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.

BENEFITS

• Health, Dental, Vision, 401k, Life Insurance, Vacation, Paid Holidays, Casual Dress, & more.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Application Question(s):

• Please indicate your desired salary range.

Work Location: In person