Operations Analyst

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: Sales Team Support Support approximately 3-5 Sales Representatives Primarily support the Inside Sales Team based in Westlake, OHMay occasionally support field/outside sales representatives Customer Onboarding Assist with onboarding new fleet customers Gather and validate required documentation, including: Banking informationACH 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 Sales Representatives Fleet customers Contract & Documentation Management Review agreements prepared by Sales Representatives Validate accuracy of: Dates Pricing schedules Contract details 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 Pricing discrepancies Missing discounts/rebates 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 Individual drivers utilizing fleet accounts May contact support for transactional or account-related issues Technology & Systems Salesforce 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

Work Environment: 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 Future Opportunity 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