Operations Analyst

***NO THIRD-PARTY VENDORS***

Job Title: Operations Analyst I

Location: Westlake, OH 44145

End-Client: Large Oil & Gas Company

Pay: $25 - $30.41/hr.

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, 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
• 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 DocuSign 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