Sales Operations Analyst

Are you ready to go uP

• We are named in Top Workplaces NYC forand 2026!
• We are one of the winners of USPAACCs Fast 100 Asian American Business awards
• We are recognized as one of the Top 5000 in Inc. Magazines 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 Americas top 100 small and medium sized businesses

Want to learn more about our company events

Click here: 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 $3600 during the probationary period. Upon successful completion of the probationary period the monthly base salary will increase to $4000.

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.
• Bachelors 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 UPs 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 22000 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 February 2024 Universal Processing changed its branding to Lets Go uP to commemorate its legacy and evolution.

At Lets Go uP we are an equal employment opportunity employer.

To learn more please visit us at: .

Lets Go uP Together!