SHI Capital Operations Specialist

Job Summary

SHI is seeking a highly organized and detail‑oriented SHI Capital Operations Specialist to support the continued growth and scalability of SHI Capital. This role plays a critical part in reducing operational friction, improving process consistency, and enabling the SHI Capital team to focus on high‑value sales activities.

This position offers exposure to sales, deal management, accounting operations, and operational process improvement within a fast‑paced environment.

The ideal candidate will be comfortable working across multiple teams and systems, ensuring operational issues are addressed quickly, workflows remain organized, and internal stakeholders stay aligned throughout the deal lifecycle.

• Manage and resolve operational issues related to invoicing, remittance, and funding processes.
• Own and coordinate Service Now tickets and internal workflow requests.
• Track and resolve downstream issues impacting deal execution and customer experience.
• Identify recurring operational friction points and elevate process improvement opportunities.

• Partner with the Accounting team to resolve billing and reconciliation issues.
• Support customer credit line setup and ongoing tracking in coordination with Accounting.
• Assist with account aging coordination and follow‑up activities.
• Help ensure accurate documentation, submission, and processing of payment solution transactions.

• Support the standardization of payment solution workflows and documentation.
• Maintain accurate data across CRM platforms, quoting tools, and internal tracking systems.
• Assist with reporting activities and tracking operational metrics and issues.

• Attention to Detail – Ensures precision and consistency in every task, understanding that small details drive big results.
• Collaboration – Builds trusted partnerships and supports a culture of inclusion and teamwork.
• Accountability – Takes ownership of results and demonstrates reliability in delivering high‑quality work.
• Problem Solving – Approaches challenges with curiosity, persistence, and a solutions‑oriented mindset.
• Adaptability – Responds effectively to change while maintaining focus and a positive outlook.

• Strong organizational and time management skills.
• Excellent attention to detail and ability to consistently follow through on tasks.
• Ability to manage multiple priorities and workflows simultaneously.
• Strong problem‑solving and analytical capabilities.
• Ability to work independently and collaboratively across cross‑functional teams.
• Strong written and verbal communication skills.
• Proactive, driven, and positive approach to work.
• Ability to quickly learn complex business processes and operational workflows.
• Proficiency with Microsoft Excel, PowerPoint, Word, and Outlook.

• Completed Bachelor's Degree
• 2+ years of experience in Sales Support, Operations, Accounting, or a related business function.
• Familiarity with SHI's sales structure and business model, or the ability to develop that knowledge quickly.
• Experience working in a high‑volume, process‑driven environment.
• Experience supporting operational processes, workflow coordination, or business administration activities.

• Experience in operations, accounting support, or sales operations.
• Familiarity with CRM platforms, quoting systems, Service Now, or workflow and ticketing tools.
• Demonstrated process improvement mindset with the ability to identify operational inefficiencies and recommend solutions.
• Experience supporting sales teams or deal lifecycle execution.

The estimated annual pay range for this position is $40,000 - $65,000 which includes a base salary. The compensation for this position is dependent on job‑related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual.

• Medical
• Vision
• Dental
• 401K
• Flexible spending

Equal Employment Opportunity – M/F/Disability/Protected Veteran Status