Sales Operations Specialist

shi; Austin (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Wellness programs

Financial benefits

Diversity & inclusion commitment

Job summary

SHI International Corp. is seeking a Sales Operations Specialist for Spend Optimization Services to coordinate CRM administration, data governance, intake management, and cross-functional operational initiatives across SOS and SHI Sales International Canada.

You will support data quality, forecasting readiness, and reporting while ensuring process compliance and effective communication across teams and regions.

Responsibilities

• Support CRM administration for SOS and SHI Sales International Canada, including ownership updates and account structure maintenance.
• Provide CRM guidance, access support, user provisioning, license administration, and process assistance.
• Perform routine CRM data hygiene reviews to ensure accuracy and alignment with requirements.
• Monitor and follow up on CRM exceptions such as aging opportunities and missing activities.
• Coordinate CRM cleanup activities and report data quality concerns to leadership.
• Communicate CRM hygiene changes and release updates to associates and leaders.
• Assist onboarding by ensuring CRM access and dashboards for new hires.
• Collaborate with Finance, Deal Desk, and other stakeholders to promote CRM adoption.
• Document workflows, SOPs, and reference materials.
• Support process compliance through audits and identify automation opportunities.
• Help administer CRM reports, dashboards, and distribution groups.
• Add new members to dashboards and reports.
• Respond to report access requests and resolve reporting issues.
• Support distribution of recurring operational reports and dashboard updates.
• Assist with report testing and user acceptance for enhancements.
• Maintain end-user reporting documentation and FAQs.
• Track reporting enhancement requests from stakeholders.
• Communicate reporting changes and new capabilities to stakeholders.
• Escalate discrepancies to the Senior Manager, Sales Operations.
• Manage the SOS Intake Form process, ensuring requests are reviewed, routed, and assigned within established 24-hour service-level expectations.
• Monitor SOS Intake Form submission queues, maintain intake tracking records, and provide status updates to SOS Sales and other stakeholders.

Job description

About Us

Since 1989, SHI International Corp. has helped organizations change the world through technology. We've grown every year since, and today we're proud to be a $16 billion global provider of IT solutions and services.

Over 17,000 organizations worldwide rely on SHI's concierge approach to help them solve what's next. But the heartbeat of SHI is our employees - all 7,000 of them. If you join our team, you'll enjoy:

Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.

• Continuous professional growth and leadership opportunities.
• Health, wellness, and financial benefits to offer peace of mind to you and your family.
• World-class facilities and the technology you need to thrive - in our offices or yours.

Job Summary

The Sales Operations Specialist - Spend Optimization Services (SOS) provides operational, administrative, CRM, intake, reporting, and data governance support to ensure consistent sales operations across SOS and SHI Sales International Canada.

Reporting to the Senior Manager, Sales Operations, this role is responsible for coordinating CRM administration, data quality initiatives, intake management, forecasting support, reporting administration, and cross-functional operational initiatives. The position supports operational excellence by maintaining accurate data, ensuring process compliance, facilitating timely resource alignment, and promoting clear communication across SOS Sales, Customer Success, Partner Sales, other SOS stakeholders, and SHI Sales International Canada teams.

This role supports SOS service lines, including ITAM, FinOps, MSOS, and SHI Sales International Canada.

Role Description

CRM Administration & Data Governance

• Support CRM administration for SOS and SHI Sales International Canada, including account and opportunity ownership updates, account structure maintenance, sales key creation, membership updates, reporting assignments, and related system setup activities.
• Provide CRM guidance, access support, user provisioning, license administration, and process assistance for SOS Sales, Customer Success, Partner teams, leadership, and SHI Sales International Canada.
• Perform routine CRM data hygiene reviews to ensure account, opportunity, activity, and forecasting data is accurate, complete, and aligned with organizational requirements.
• Monitor and follow up on CRM exceptions, including aging opportunities, past-due close dates, missing activities, required field gaps, sales stage progression, validation benchmarks, and forecasting readiness.
• Coordinate CRM cleanup activities, maintain records of completed updates, identify data quality concerns, and provide structured exception reporting to leadership.
• Communicate CRM hygiene concerns, workflow changes, process reminders, release updates, and required follow-up actions to associates and leaders.
• Support new hire onboarding by ensuring team members have appropriate CRM access, reporting visibility, systems access, dashboards, and required documentation.
• Partner with Business Finance, Deal Desk, Business Operations, and other CRM stakeholders to promote consistent adoption of CRM standards, reporting resources, processes, and operational best practices.
• Document workflows, process improvements, standard operating procedures (SOPs), work instructions, and reference materials.
• Support process compliance through regular audits and reporting while identifying automation opportunities, recommending efficiency improvements, and assisting with special projects.

Sales Reporting & Dashboard Administration

• Assist with the administration of CRM reports, dashboards, and reporting resources for SOS and SHI Sales International Canada teams.
• Add new team members to dashboards, reports, and distribution groups.
• Respond to report access requests and coordinate resolution of reporting-related issues.
• Support the distribution of recurring operational reports and dashboard updates.
• Assist with report testing and user acceptance activities for new reporting enhancements.
• Maintain end-user reporting documentation, quick reference guides, FAQs, and dashboard usage materials.
• Track and coordinate reporting enhancement requests submitted by Solution Architects (SAs), Customer Success Managers (CSMs), Partner Sales Executives (PSEs), Canada Account Executives, and leadership teams.
• Communicate reporting changes, enhancements, and new reporting capabilities to stakeholders.
• Escalate reporting discrepancies to the Senior Manager, Sales Operations for review and resolution.

Intake Request Management & Resource Coordination

• Manage the SOS Intake Form process, ensuring requests are reviewed, routed, and assigned within established 24-hour service-level expectations.
• Monitor SOS Intake Form submission queues, maintain intake tracking records, and provide status updates to SOS Sales and other stakeholders.