Offer summary

Qualifications:

At least 2 years of experience in Order Management, Sales Operations, or Deal Desk within a SaaS environment., Experience working with channel partners and managing sales cycles., Familiarity with Salesforce, Smartsheet, and Tableau is preferred., Strong problem-solving skills and ability to work cross-departmentally in a fast-paced environment..

Key responsibilities:

Support sales teams and channel partners throughout the sales cycle.

Manage the deal registration process and review contracts for accuracy.

Coordinate deal reviews and support training and compliance with operational policies.

Assist in improving the Quote to Cash Cycle and respond to partner inquiries.

Job description

For over 20 years, Smartsheet has helped people and teams achieve–well, anything. From seamless work management to smart, scalable solutions, we’ve always worked with flow. We’re building tools that empower teams to automate the manual, uncover insights, and scale smarter. But more than that, we’re creating space– space to think big, take action, and unlock the kind of work that truly matters. Because when challenge meets purpose, and passion turns into progress, that’s magic at work, and it’s what we show up for everyday.

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 preferred

Perks & 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)

Get to Know Us:

At Smartsheet, your ideas are heard, your potential is supported, and your contributions have real impact. You’ll have the freedom to explore, push boundaries, and grow beyond your role. We welcome diverse perspectives and nontraditional paths—because we know that impact comes from individuals who care deeply and challenge thoughtfully. When you’re doing work that stretches you, excites you, and connects you to something bigger, that’s magic at work. Let’s build what’s next, together.

Equal Opportunity Employer:

Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, Bulgaria, and India. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.

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