CRM & Sales Operations Specialist

Posted 23 Days Ago
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Irving, TX, USA
Hybrid
Entry level
Healthtech • Software
The Role
Manage Salesforce quoting and opportunity support, vet leads, maintain CRM data integrity, deduplicate and restructure accounts, standardize territory and pipeline processes, and support contracting and quote-to-cash workflows. The role partners with sales leadership and data teams to improve forecasting accuracy, operational consistency, and CRM performance across SaaS and marketplace revenue engines.
Summary Generated by Built In

About ShiftKey

ShiftKey is a platform that is disrupting the way healthcare facilities find licensed and certified professionals to fill available shifts. Leveraging marketplace dynamics and deep industry knowledge, the company is playing a vital role in mitigating America’s healthcare staffing shortages, enabling direct connections between facilities and healthcare professionals. By offering the opportunity to work as much or as little as they choose and putting the power back into the hands of healthcare workers, ShiftKey is bringing more licensed professionals back into the workforce, a solution that is solving a major crisis in healthcare. For more information, visit www.ShiftKey.com.

The role

ShiftKey runs two revenue engines - SaaS and Marketplace - both on Salesforce, and right now they don't talk to each other cleanly. This role is the fix: you're the shared-services layer that keeps SaaS quoting and opportunity support running smoothly while acting as the ultimate gatekeeper for CRM data hygiene across both platforms. Bad account data doesn't just look messy - it throws off pipeline forecasts, marketplace liquidity numbers, and the decisions leadership makes off of dashboards. You're the person who makes sure that doesn't happen. Today the job leans SaaS-heavy; over time it's shifting toward an even split with Marketplace, so you'll be building the muscle for that from day one.

Where you’ll work

This role is based at our Irving, Texas headquarters. We believe the best onboarding and collaboration happen face-to-face, so you'll start on-site five days a week for your first few months. After ramp-up, you'll move to a hybrid schedule with two remote days per week (three days on-site).

What you’ll be doing

  • Manage SaaS quoting and end-to-end Salesforce opportunity support so reps can focus on selling instead of admin work.

  • Vet leads from campaigns, partners, and inbound inquiries to keep conversion rates and pipeline forecasts accurate.

  • Own the Data Integrity Dashboard - auditing, cleaning, and restructuring account and opportunity data, including deduplication and account hierarchy fixes.

  • Standardize how territory, pipeline, and partner management get handled across the sales org instead of everyone doing it their own way.

  • Partner with sales leadership to untangle contracting snags and reduce friction in the quote-to-cash process.

What you’ll need

  • Real hands-on CRM experience - you've worked inside one, not just logged into one.

  • A track record of handling detail-heavy data work accurately, even at volume.

  • An analytical mindset - you naturally connect data quality to business outcomes, not just to "the record looks clean."

  • A systems-builder's instinct - you'd rather fix why something breaks than keep patching it.

  • Strong organizational and communication skills, since you'll be working across sales, leadership, and data functions.

  • Background in sales support, sales operations, or a related business function.

Perks of working for ShiftKey

  • Inclusive and collaborative work environment where all voices are valued.

  • Hybrid-friendly office spaces designed to be fun and engaging.

  • Comprehensive health, vision, and dental coverage.

  • Benefits begin on your first day.

  • Generous PTO and company-paid holidays, including flexible floating holidays.

  • 100% 401(k) employer match up to 6%.

  • Paid parental leave.

  • Wellness support, including access to mental health resources.

#LI-Hybrid

Our Commitment to Diversity

ShiftKey is an equal opportunity employer and is committed to embracing diverse and individual perspectives shaping our culture and contributing to the solutions that transform the world. We actively work to create an inclusive environment for employees to thrive. 

EEO Statement

ShiftKey does not discriminate based on race, religion, color, sex, gender, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by applicable law. All employment is decided based on qualifications, merit, and business needs.  ShiftKey is committed to providing reasonable accommodation to applicants with a mental or physical disability, please contact: [email protected] 

Skills Required

  • Hands-on experience working inside a CRM system
  • Experience handling detail-heavy data accurately at volume
  • Analytical mindset connecting data quality to business outcomes
  • Systems-building and root-cause problem-solving approach
  • Strong organizational and communication skills
  • Background in sales support, sales operations, or a related business function

Shiftkey Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Shiftkey and has not been reviewed or approved by Shiftkey.

  • Fair & Transparent Compensation Pay is considered competitive in many markets, with the ability to bid and select higher‑paying shifts boosting earnings when demand is strong. Some shifts are described as out‑earning local staff or other PRN options.
  • Strong & Reliable Incentives Fast payout choices (instant Wallet/direct‑to‑debit or weekly deposit) are available once shifts are approved and can provide quicker access to earnings. The marketplace model enables selecting higher‑rate shifts as an immediate earnings lever.
  • Healthcare Strength Corporate roles are described as offering comprehensive medical coverage, including a 100% employer‑paid medical option alongside dental and vision. Employer‑paid life insurance and disability coverage are also cited for company staff.

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The Company
HQ: Dallas, TX
Year Founded: 2016

What We Do

ShiftKey is a platform that is disrupting the way healthcare facilities find licensed and certified professionals to fill available shifts. Leveraging marketplace dynamics and deep industry knowledge, the company is playing a vital role in mitigating America’s healthcare staffing shortages, enabling direct connections between facilities and healthcare professionals. By offering the opportunity to work as much or as little as they choose and putting the power back into the hands of healthcare workers, ShiftKey is bringing more licensed professionals back into the workforce, a solution that is solving a major crisis in healthcare. ShiftKey maintains offices in Irving, TX, Austin, TX, Cleveland, OH, and Warsaw, Poland, reflecting its growing presence and commitment to addressing healthcare workforce needs.

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