Partner Operations Specialist
New
S
SmartsheetSaaS
Teleworking options from any registered location in Costa Rica (role specific)Full-TimeJunior
Salary not disclosed
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Job Details
- Experience
- 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
- Required Skills
- SalesforceTableau
Requirements
- Have 2+ years of experience in Order Management, Sales Ops, or Deal Desk at a SaaS organization.
- Have 2+ years of experience working with Channel Partners.
- Ensure order details and documentation are updated and entered in the system.
- Be familiar with financial or revenue recognition principles and contracting guidelines.
- Have experience in a high-volume, multi-transactional environment for EOM, EOQ, and EOY.
- Be able to problem-solve and work across departments with multiple stakeholders.
- Be able to execute new processes in a fast-paced, evolving environment.
- Salesforce, Smartsheet, and Tableau experience is preferred.
Responsibilities
- Support sales teams and channel partners throughout the complete sales cycle.
- Use Salesforce.com CRM and CPQ to assist sales representatives.
- Manage the high-volume intake queue and maintain consistent SLAs.
- Manage partner deal registration and lead routing.
- Review contracts and order paperwork for completeness and accuracy.
- Create custom order forms, guide complex deal structures, and escalate specialized issues.
- Coordinate deal reviews and support training, development, and compliance with operational policies.
- Manage the daily deal approval process.
- Coordinate with Finance, Legal, Professional Services, and Sales to facilitate sales transactions.
- Identify quote-to-cash process improvements and assist with transaction reconciliation and contract adjustments.
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