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Deal Operations Specialist, Costa Rica

Company: Smartsheet Inc
Location: San Jose
Posted on: January 26, 2023

Job Description:

Smartsheet is looking for a Deal Operations 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 of Deal Operations in Costa Rica.
You Will:


  • Support all sales teams throughout the complete sales cycle to meet customer needs
  • Work within the Salesforce.com CRM & CPQ system to assist sales reps
  • Review contracts and order paperwork for completeness and accuracy
  • Create custom order forms and 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, 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)
  • Support our sales team to resolve inquiries throughout the sales process.

    You Have:

    • 2+ years of experience with Order Management, Sales Ops, Contracts or Deal Desk
    • 1+ years experience in a multinational or shared service center environment
    • 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
    • B2+ English proficiency

      Perks & Benefits:

      • Fully paid Health & Life insurance for full-time employees and family members
      • Monthly stipend to support your work and productivity
      • 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)

        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 in accordance with applicable laws in the US, UK, Australia, Costa Rica, Germany, and Australia. 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 strive 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, that will 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 Operations Specialist, Costa Rica, Other , San Jose, California

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