Partner Operations Specialist (Remote Eligible - Costa Rica)

About the role

Smartsheet is looking for a Partner Operations Specialist to support its sales teams and channel partners throughout the sales cycle. The role is based in Costa Rica and reports to the Manager of Partner Operations, also based in Costa Rica.

Key responsibilities

• Support all sales teams and channel partners through the complete sales cycle to meet customer needs
• Work within Salesforce.com CRM and CPQ to assist sales reps
• Manage a high-volume intake queue while maintaining consistent SLAs
• Manage partner deal registration (lead routing) and review contracts and order paperwork for completeness and accuracy
• Create custom order forms, guide complex deal structures and escalate specialized issues to the right stakeholders
• Learn the quoting process quickly, coordinate deal reviews with sales and support training, development and compliance with operational policies
• Manage the daily deal approval process and work with Finance, Legal, Professional Services and Sales to keep transactions quick and efficient
• Identify improvements in the Quote to Cash cycle, reconcile multiple transactions and contract-related adjustments, and respond to partner inquiries on purchase orders, quotes, invoices, order confirmations, status updates and pricing

Required profile

• 2+ years of experience in Order Management, Sales Ops or Deal Desk at a SaaS organization
• 2+ years of experience working with channel partners (a must)
• Ability to keep order details and documentation updated in the system
• Familiarity with financial or revenue recognition principles and contracting guidelines
• Experience in a high-volume, multi-transactional environment (EOM, EOQ, EOY)
• Ability to thrive in a fast-paced, evolving, high-growth environment and to solve problems across departments

Required skills

• Experience working in Salesforce, Smartsheet and Tableau is preferred

What we offer

• Fully paid health and life insurance for full-time employees and their families
• Monthly stipend and a volunteer day
• 12 days of paid vacation plus flexible time away, 20 weeks of paid maternity leave and 12 weeks of paid paternity/adoption leave
• Professional growth opportunities including LinkedIn Learning courses and company-funded perks such as a counseling membership and a personal Smartsheet account
• Teleworking options from any registered location in Costa Rica