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Deal Desk/Order Management Specialist

Company: Smartsheet Inc
Location: San Jose
Posted on: May 14, 2022

Job Description:

Smartsheet is looking for a Deal Desk/Order Management Specialist to support the 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 deliver 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, Deal Operations, located in our San Jose, Costa Rica office. - You Will:

  • Support all sales teams throughout complete sales cycle to meet customer needs
  • Work within the CRM & CPQ system to assist sales reps
  • Review contracts and order paperwork for completeness and accuracy
  • Give guidance on complex deal structures and escalate specialized issues to appropriate partners for resolution and approval
  • 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 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
  • Help with daily and weekly reconciliation of transactions
  • Be a liaison between our Channel Partners, Partner team, and Sales teams
  • Respond to Partner inquiries (purchase orders, quote requests, invoices, order confirmations, status updates, pricing details) You Have:
    • 1+ years of experience with Order Management, Sales Ops, or Deal Desk -
    • 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 -
    • Experience embracing new technology, applications, and solutions Equal Opportunity Employer: Smartsheet is an Equal Opportunity Employer committed to fostering an inclusive environment with the best employees. We provide employment opportunities without regard to any legally protected status following applicable laws in the US, UK, Australia, and Costa Rica. If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know. At Smartsheet, we aim to build an inclusive environment that encourages, supports, and celebrates the diverse voices of our team members who also represent the diverse needs of our customers. We're looking for people who are driven, authentic, supportive, effective, and honest. You're encouraged to apply even if your experience doesn't precisely match our job description-if your career path has been nontraditional, to set you apart. At Smartsheet, we welcome diverse perspectives and people who aren't afraid to be innovative-join us!

Keywords: Smartsheet Inc, San Jose , Deal Desk/Order Management Specialist, Executive , San Jose, California

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