Partner Operations Specialist (Remote Eligible - Costa Rica)

The role

The Partner Operations Specialist supports sales teams and channel partners throughout the sales cycle. This role involves managing deal registrations, reviewing contracts, and working within Salesforce.com CRM and CPQ systems.

What you will do

• Support all sales teams and channel partners throughout the complete sales cycle
• 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
• Review contracts and order paperwork for completeness and accuracy
• Create custom order forms and provide guidance on complex deal structures
• Coordinate deal reviews with sales
• Manage the daily deal approval process
• Work between Finance, Legal, Professional Services, and Sales departments
• Identify areas for improvement in the Quote to Cash Cycle

Required qualifications

• 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

Nice to have

• Experience working in Salesforce, Smartsheet and Tableau

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
• 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
• Access to LinkedIn Learning online courses
• Company Funded Perks including a counseling membership and a personal Smartsheet account
• Teleworking options from any registered location in Costa Rica

About the company

Smartsheet empowers teams to manage work seamlessly and scale solutions smarter by uniting human teams with AI agents. The company orchestrates work agents do best, automating manual tasks and uncovering insights at scale.