Partner Operations Specialist

Smartsheet

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

Posted 10/6/2026full-timeRemote • Costa RicaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Order Management and Sales Operations within a SaaS environment, with a strong focus on managing the Quote to Cash cycle and ensuring compliance with financial principles. Proven ability to coordinate cross-departmental processes and enhance sales efficiency through effective communication and problem-solving.

Highest-signal resume keywords

Order ManagementSales OperationsChannel Partner ManagementSalesforce.com CRMQuote to Cash Cycle

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Order ManagementSales OperationsDeal DeskContract ReviewQuoting ProcessTransaction ReconciliationFinancial PrinciplesRevenue RecognitionHigh Volume Transaction ManagementDeal Registration

Soft Skills

Effective CommunicationProblem SolvingCross-Departmental CollaborationAdaptabilityCustomer Service

Tools & Technologies

SalesforceSmartsheetTableauCPQ System

Industry Keywords

SaaSSales CycleOperational PoliciesEOMEOQEOY

Tech Stack

Tools & technologies

SFDCTableau

About the role

Key responsibilities & impact

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 representatives
Manage a high-volume intake queue while maintaining consistent SLAs
Manage the partner deal registration process and lead routing
Review contracts and order paperwork for completeness and accuracy
Create custom order forms, guide complex deal structures, and escalate specialized issues to appropriate stakeholders
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
Coordinate between Finance, Legal, Professional Services, and Sales to ensure efficient sales transactions
Identify improvements in the Quote to Cash cycle to accelerate order processing and sales efficiency
Assist with reconciliation of multiple transactions and contract-related adjustments
Respond to partner inquiries regarding purchase orders, quote requests, invoices, order confirmations, status updates, and pricing details

Requirements

What you’ll need

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
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 stakeholders
Communicates clear and effectively to various situations and audiences
Experience working in Salesforce, Smartsheet and Tableau preferred

Benefits

Comp & perks

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)