Smartsheet
Modern work management platform
Partner Operations Specialist – Remote Eligible
Location
United States
Posted
38 days ago
Salary
Not specified
Associate Degree2 yrs expEnglishSFDCTableau
Job 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 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)
Job 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
- 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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