Operations Analyst Job Westlake area,Ohio USA,Sales

Benefits:

Comprehensive benefits (401K, Health, Dental, and Vision) through Icon Consultants are available

Job Type:

6 – month contract role

Position Overview:

The team has an immediate need for contract support. While the role's current responsibilities are well-defined, the team is undergoing organizational changes that may shift certain duties in the coming weeks.

The core objective remains the same: providing end-to-end support throughout the customer sales lifecycle and serving as a key liaison between sales, customers, and internal business functions.

Key Requirements:

Experience

Targeting candidates with 5+ years of relevant experience
Ability to ramp up quickly with minimal training
Strong multitasking and organizational skills
Experience supporting multiple stakeholders simultaneously

Preferred Background

Sales support, customer support, account coordination, or sales operations experience
Experience working in cross-functional environments
Strong attention to detail with documentation review and process management
Comfortable managing customer onboarding and ongoing account support

Role Responsibilities:

Support approximately 3-5 Sales Representatives
Primarily support the Inside Sales Team based in Westlake, OH
May occasionally support field/outside sales representatives

Customer Onboarding

Assist with onboarding new fleet customers
Gather and validate required documentation, including:
Banking information
ACH forms
Discount and rebate documentation
Coordinate setup activities across multiple internal teams

Cross-Functional Coordination

Daily interaction with:

Credit Team
Accounting Team
Third-party card companies
Fleet customers

Contract & Documentation Management

Review agreements prepared by Sales Representatives
Validate accuracy of:
Dates
Manage waiver letters and customer confirmation documents
Salesforce is used to store contract templates and attached documents

Ongoing Customer Support

Act as the primary point of contact after onboarding for:

Transaction issues
General account support inquiries

Customer Environment:

The SSA supports two customer groups:

Primary Customers

Fleet companies and business accounts
Customers with whom sales agreements are negotiated

Secondary Customers

May contact support for transactional or account-related issues
Stores customer information and agreements
Contract templates attached within Salesforce
Standard document templates used for agreements
No Docu Sign integration currently in use
Business provides laptop to contingent worker
Team primarily located in Westlake, OH, onsite hybrid 60/40.
Support is generally not dependent on time-zone alignment
Will work closely with local sales staff and internal business partners

Contract Information Current Need

Immediate contract opening to support workload created by recent departure
Team is actively growing
Additional SSA openings may arise as sales headcount expands
Position should be presented as a long-term contract with potential future opportunities
, but no formal contract-to-hire commitment currently exists