Universal Processing LLC Benefits Overview

Manage and maintain sales and CRM data, validate sales KPIs, generate BI reports and insights, support lead distribution and account closure/retention processes, deliver CRM training and maintain sales documentation, monitor pipeline health and competitor activity, and drive process improvements to increase sales operational efficiency.

Perform full-cycle accounting tasks including bank reconciliations, AP/AR, payroll support, general ledger maintenance, cash flow and monthly income statement preparation, financial analysis, and ad hoc accounting projects to improve processes.

Onsite, bilingual sales role serving as first point of contact for small-to-medium businesses. Generate leads, cold call, gather business/payment data and statements, schedule appointments, manage pipeline, follow up, and meet sales targets.