Partner Order Operations Specialist

Smartsheet · San Jose, CR · Operations

Posted 2026-07-21

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Smartsheet is looking for a Partner 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.

This role will be based out of Costa Rica and reports to our Manager of Partner Operations based in Costa Rica

You Will:

Support all sales teams and channel partners throughout the complete sales cycle to meet customer needs

Work within the Salesforce.com CRM & CPQ system to assist sales reps

Manage high volume intake queue, maintaining consistent SLAs

Manage partner deal registration process (lead routing)

Review contracts and order paperwork for completeness and accuracy

Create custom order forms, provide guidance on complex deal structures, and escalate specialized issues to appropriate stakeholders for resolution

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)

You Have:

2+ years of experience with Order Management, Sales Ops, or Deal Desk at a SaaS organization

2+ years of experience working with channel partners

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

Experience working in Salesforce, Smartsheet and Tableau preferred

Perks & 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 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)

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