Partner Operations Specialist

🔥 42 minutes ago

🇨🇷 Costa Rica – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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Logo of Smartsheet

Smartsheet

1001 - 5000 employees

Founded 2005

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Smartsheet is a platform designed to manage projects, automate workflows, and build solutions at scale. It offers a wide range of features including automation, team collaboration, dashboards and reporting, and integrations, allowing businesses to streamline their operations. The platform caters to diverse use cases such as project management, IT portfolio management, marketing management, and more, serving various industries including government, finance, and healthcare. Smartsheet also emphasizes security and data protection, ensuring users' data privacy. Additionally, it offers professional services like consulting, training, and implementation support to maximize the platform's capabilities.

📋 Description

• 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 representatives • Manage a high-volume intake queue while maintaining consistent SLAs • Manage the partner deal registration process and lead routing • Review contracts and order paperwork for completeness and accuracy • Create custom order forms, guide complex deal structures, and escalate specialized issues to appropriate stakeholders • 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 • Coordinate between Finance, Legal, Professional Services, and Sales to ensure efficient sales transactions • Identify improvements in the Quote to Cash cycle to accelerate order processing and sales efficiency • Assist with reconciliation of multiple transactions and contract-related adjustments • Respond to partner inquiries regarding purchase orders, quote requests, invoices, order confirmations, status updates, and pricing details

🎯 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 is a must • 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 stakeholders • Communicates clear and effectively to various situations and audiences • Experience working in Salesforce, Smartsheet and Tableau preferred

🏖️ 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)

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