Smartsheet is a tech company with a human story to tell. We’re here to empower teams to manage projects, automate workflows, and rapidly build new secure solutions, using simple no-code tools. We’re revolutionaries – so for us changing the way the world works is all in a day’s work.
Smartsheet is looking for an Order Operations Specialist to support our 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 offer 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.
You will report to our Manager of Order Operations based in Costa Rica. The role is remote-eligible within Costa Rica's borders.
You Will:
- Support all sales teams throughout the complete sales cycle in compliance with Smartsheet’s policy and Customers’ needs.
- Work within the Salesforce.com CRM & CPQ system to assist sales representatives.
- Review contracts and order paperwork for completeness and accuracy.
- Quickly learn and master the quoting process.
- Customize order forms and provide guidance on complex deal structures, escalating specialized issues to the appropriate partners for resolution and approval.
- Coordinate deal reviews with sales; support training, development, and compliance with operational policies.
- Manage the daily approval process for deals, ensuring compliance with organizational standards.
- Collaborate across multiple functional teams, such as Finance, Legal, Professional Services, and Sales, to ensure sales transactions are quick and efficient.
- Identify areas for improvement in the Quote to Cash cycle to accelerate order processing and enhance 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) via Salesforce within SLA.
- Support our sales team in resolving inquiries throughout the sales process.
- Team up with other Order Operations team members to address requests.
You Have:
- 2+ years of experience in Order Management, Sales Operations, Contracts, or Deal Desk.
- 1+ years of experience in a multinational or shared service center environment.
- Ability to ensure order details and documentation are updated and entered into 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; capability to execute new processes.
- Strong problem-solving skills and the ability to work cross-departmentally with multiple stakeholders.
- Clear and effective communication skills across various situations and audiences.
- B2 English proficiency.
Perks and Benefits:
- Fully paid Health & Life insurance for full-time employees and family members
- Equity - Restricted Stock Units (RSUs) for eligible roles
- 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 Udemy 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, we’ve created a place where everyone is welcome — people from all over the world, all backgrounds, all ages, all colors, and all beliefs working side by side. Here, everyone can make a difference and empower others to do the same. You’re encouraged to apply even if your experience doesn’t precisely match our job description—if your career path has been nontraditional, that will set you apart. At Smartsheet, we empower everyone, everywhere to change the way the world works—join us!
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, and Japan. 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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