Job description

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. 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 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 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, India, and Singapore. 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. #LI-Remote

Requirements

Must-haves

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)
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 stakeholder
Communicates clear and effectively to various situations and audiences
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.

Nice-to-haves

Experience working in Salesforce, Smartsheet and Tableau preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: greenhouse
Effort: quick