Partner Operations Specialist

Summary

Join Smartsheet as a Partner Operations Specialist in Costa Rica and support sales teams throughout the sales cycle. You will manage a high-volume intake queue, maintain consistent SLAs, and manage the partner deal registration process. Responsibilities include reviewing contracts, creating custom order forms, and coordinating deal reviews. You will work cross-functionally with Finance, Legal, Professional Services, and Sales to ensure efficient sales transactions. This role requires 2+ years of experience in order management, sales operations, or deal desk at a SaaS organization, as well as experience with channel partners. Smartsheet offers excellent benefits, including fully paid health and life insurance, a monthly stipend, paid time off, and parental leave.

Requirements

• 2+ years of experience with Order Management, Sales Ops, or Deal Desk at a SaaS organization
• 2+ years of experience working with channel partners
• Ability to ensure order detail and documentation is updated and entered in the system
• Familiarity with financial or revenue recognition principles and contracting guidelines
• Experience in a high volume / multi transactional environment for EOM, EOQ, and EOY
• Ability to thrive in a fast-paced,evolving, high-growth environment; ability to execute on new processes
• Ability to problem solve and work cross departmentally with multiple stakeholder
• Communicates clear and effectively to various situations and audiences

Responsibilities

• Support all sales teams and channel partners throughout the complete sales cycle to meet customer needs
• Work within the Salesforce.com CRM & CPQ system to assist sales reps
• Manage high volume intake queue, maintaining consistent SLAs
• Manage partner deal registration process (lead routing)
• Review contracts and order paperwork for completeness and accuracy
• Create custom order forms, provide guidance on complex deal structures, and escalate specialized issues to appropriate stakeholders for resolution
• Quickly learn and master the quoting process
• Coordinate deal reviews with sales; support training, development, and compliance with operational policies
• Manage the daily deal approval process
• Work between the Finance, Legal, Professional Services, and Sales departments to ensure sales transactions are quick and efficient
• Identify areas for improvement in the Quote to Cash Cycle to accelerate order processing for improving sales efficiency
• Assist with the reconciliation of multiple transactions and other contract related adjustments
• Respond to Partner inquiries (purchase orders, quote requests, invoices, order confirmations, status updates, pricing details)

Preferred Qualifications

Experience working in Salesforce, Smartsheet and Tableau

Benefits

• Fully paid Health & Life insurance for full-time employees and family members
• Monthly stipend to support your work and productivity
• Asociacion Solidarista with employee and employer contributions as well as potential alliances with entities such as universities, gyms, etc
• 12 days paid Vacation + Flexible Time Away Program
• 20 weeks fully paid Maternity Leave
• 12 weeks fully paid Paternity/Adoption Leave
• Personal paid Volunteer Day to support our community
• Opportunities for professional growth and development including access to LinkedIn Learning online courses
• Company Funded Perks including a counseling membership and your own personal Smartsheet account
• Teleworking options from any registered location in Costa Rica (role specific)