Smartsheet

Partner Order Operations Specialist

San JoseFull timePosted 18 days ago
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For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day.Smartsheet is looking for a Partner Operations Specialist to support the sales teams throughout the sales cycle.  In 2005, Smartsheet was founded on the idea that teams and millions of people worldwide deserve a better way to deliver their very best work. Today, we deliver a leading cloud-based platform for work execution, empowering organizations to plan, capture, track, automate, and report on work at scale, resulting in more efficient processes and better business outcomes. This role will be based out of Costa Rica and reports to our Manager of Partner Operations based in Costa Rica You Will: 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) You Have: 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  Experience working in Salesforce, Smartsheet and Tableau prefe...