Sales Operations Specialist

Austin, TX USA

Somerset, NJ USA

Full time

JR3776

** 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:*
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** Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.*
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** Continuous professional growth and leadership opportunities.*
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** Health, wellness, and financial benefits to offer peace of mind to you and your family.*
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** 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, Fin Ops, 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…