Sales Operations Analyst at Universal Processing

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Oct, 26

Salary

4000.0

Posted On

12 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, CRM Management, Excel, Google Sheets, Python, SQL, Business Intelligence, Market Research, Mandarin-Chinese Proficiency, Reporting, Lead Management, KPI Validation

Industry

Financial Services

Description

Are you ready to go uP? We are named in Top Workplaces NYC for 2021, 2024, and 2026! We are one of the winners of USPAACC’s Fast 100 Asian American Business awards We are recognized as one of the Top 5000 in Inc. Magazine’s Fastest Growing Private Companies We were a finalist for Best ISO of the Year by ETA in 2024 We were awarded as a Growth Accelerator on the CO-100, an exclusive list that the U.S. Chamber of Commerce recognizes as America's top 100 small and medium sized businesses Want to learn more about our company events? Click here: http://www.linkedin.com/in/lightup-universal-processing-62409b297 Why Should You Join Universal Processing? You want to work at a minority owned Fintech company that empowers small to medium-sized businesses You are passionate to serve and support our local community and their growth You are given one month on-the-job paid training You get medical, vision, and dental coverage, generous PTO, and 401k We offer periodic performance review for potential salary increase Compensation: This is a non-exempt position, with a monthly salary of $3,600 during the probationary period. Upon successful completion of the probationary period, the monthly base salary will increase to $4,000. Role Summary: The Sales Operations Analyst role is a fully onsite position in our Houston office, 5 days a week. As part of the Operations Department, this role partners closely with Sales and cross-functional teams to optimize sales operations, ensure data accuracy, improve CRM processes, and generate business insights. The analyst manages sales data, delivers CRM training, supports Business Intelligence initiatives, and drives process improvements that enhance operational efficiency and business performance. Responsibilities: Review account closure requests, recommend retention opportunities, process account closures, and prepare monthly account closure and retention reports. Clean, consolidate, and maintain lead databases; distribute qualified leads, monitor lead conversion, and provide insights to improve lead quality and allocation. Coordinate sales KPI data validation, maintain performance reports, and support sales operations through data analysis and reporting. Maintain the Sales Handbook and sales operations documentation; deliver training for new hires and existing employees on CRM and other sales enablement tools, and support ongoing sales enablement initiatives. Maintain CRM data quality, monitor pipeline health, ensure CRM workflows align with business policies, and identify opportunities for process improvement. Monitor industry trends and competitor activities, and prepare competitor analysis reports to support strategic planning. Conduct data analysis and support Business Intelligence (BI) initiatives that drive operational efficiency and business insights. Qualifications: Must be authorized to work in the US at the time of hire. We are an E-Verify employer! Bilingual proficiency in Mandarin-Chinese is required. Bachelor’s degree in Business Analytics, Data Analytics, or a related field is required. No minimum experience required but 1-2 years of analytics experience is a plus. Excellent communication skills, detail-oriented, and analytical abilities. Proficiency in Excel/Google Sheets and familiarity with Python/SQL for data analysis, reporting, and data management is required. Previous experience in data analysis, CRM systems, or market/industry research is preferred. About uP: Since 2003, Universal Processing has dedicated itself to growing the unique needs of small and medium-sized businesses by putting people before profits. Differentiated from the major credit card processing providers, UP’s consultants and support team speak the languages its clients speak, and the business focuses on ingenious customer service, care, support, and reasonable pricing. Today, the Company successfully serves 22,000 clients across the nation. Within 10 years of business, the Company emerged as one of the fastest-growing payments processing companies in the U.S. Nominated as the best ISO of 2024 by ETA and awarded as a Growth Accelerator in CO-100, the Company is soon to become the second AAPI owned payment processor company in US history. In February 2024, Universal Processing changed its branding to Let’s Go uP, to commemorate its legacy and evolution. At Let’s Go uP, we are an equal employment opportunity employer. To learn more, please visit us at: https://letsgoup.com. Let's Go uP Together!

Responsibilities

The analyst optimizes sales operations by managing CRM data, validating KPIs, and generating business insights to improve operational efficiency. They are also responsible for lead database maintenance, account closure processing, and delivering CRM training to staff.