Sales Ops & CRM Data Quality Lead

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

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.