Order Operations Specialist (Remote Elegible - Costa Rica)

Smartsheet · San Jose, CR · Operations

Posted 2026-09-24

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You will report to our Manager of Order Operations based in Costa Rica. This role is eligible for remote work within Costa Rica. You  must reside in Costa Rica.

You Will

Support sales teams throughout the complete cycle, utilizing data audits to ensure 100% compliance with Smartsheet’s policy and customer needs.

Master CRM/CPQ Infrastructure: Work within Salesforce.com & CPQ to assist sales, while identifying and reporting on system bottlenecks or data integrity issues.

Operational Excellence & Metrics: Manage the daily approval process with a focus on SLA adherence and Turnaround Time (TAT) metrics.

Analyze Complex Deal Structures: Customize order forms and provide guidance on complex deals, using analytical reasoning to balance commercial flexibility with financial risk.

Cross-Functional Collaboration: Partner with Finance, Legal, and Professional Services to resolve transaction hurdles, acting as the primary point of contact for deal-related data reconciliation.

Continuous Process Optimization: Proactively identify trends in the Quote-to-Cash (QTC) cycle; design and implement process improvements to accelerate revenue recognition and sales efficiency.

Navigate Change & Scaling: Adapt quickly to evolving business rules and organizational shifts, assisting in the documentation and training of new operational workflows.

Team up with other Order Operations team members to address requests.

Perform other duties as assigned

You Have

2+ years of experience in Order Management, Sales Ops, or Deal Desk, with a proven track record of meeting quantitative KPIs.

1+ years of experience in a multinational environment, comfortably navigating global time zones and diverse stakeholders.

Strong Analytical Foundation: Ability to interpret complex contract data, identify patterns in transactional errors, and suggest data-driven solutions.

Metric-Driven Mindset: Familiarity with tracking and reporting on performance metrics (e.g., error rates, volume trends, and cycle times).

Adaptability: Proven ability to thrive in a high-growth environment where processes change frequently; you view "constant change" as an opportunity for optimization.

Technical Proficiency: Comfort with financial/revenue recognition principles and contracting guidelines; experience with EOM/EOQ/EOY high-volume surges.

Communication: B2+ English proficiency; ability to translate complex data issues into clear action items for stakeholders.

Perks and 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 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)

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