Partner Operations Specialist (Remote Eligible - Costa Rica)

Smartsheet
San Jose, Costa Rica
Remote

Who this role is best for

Strong fit for candidates with SaaS sales operations experience who thrive in cross-functional collaboration and high-volume workflows, particularly those with a background in managing channel partners and Salesforce systems in a remote-capable environment.

Best fit for

  • Candidates with SaaS sales ops experience and channel partner management expertise
    — “2+ years of experience working with Channel Partners is a must”
  • Individuals who excel at managing complex, multi-departmental sales processes
    — “Work between the Finance, Legal, Professional Services, and Sales departments”
  • Professionals who can quickly adapt to new systems and processes
    — “Ability to execute on new processes”

Things to consider

  • Role requires attention to detail in contract review and order processing
    — “Review contracts and order paperwork for completeness and accuracy”
  • Must be able to meet strict service-level agreements in a high-volume setting
    — “Manage high volume intake queue, maintaining consistent SLAs”

How to stand out

  • Demonstrate mastery of Salesforce and CPQ systems in your resume and interview responses
    — “Experience in Salesforce, Smartsheet and Tableau preferred”
  • Emphasize your ability to identify and implement process improvements in sales operations
    — “Identify areas for improvement in the Quote to Cash Cycle”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • support sales teams and channel partners throughout the sales cycle
  • manage high volume intake queue
Typical background
order managementsales operationsdeal desk

Skills & requirements

Required

Order ManagementSales OperationsDeal DeskContract ManagementSalesforce.com CRM

Preferred

TableauSmartsheet

Stack & domain

Salesforce.com CRMCPQ SystemSmartsheetTableauProblem SolvingCommunicationSales OperationsOrder Management

About the role

Original posting from Smartsheet via Greenhouse

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day.

Smartsheet is looking for a Partner Operations Specialist to support the sales teams throughout the sales cycle. 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 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 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)

Get to Know Us:

At Smartsheet, your ideas are heard, your potential is supported, and your contributions have real impact. You’ll have the freedom to explore, push boundaries, and grow beyond your role. We welcome diverse perspectives and nontraditional paths—because we know that impact comes from individuals who care deeply and challenge thoughtfully. When you’re doing work that stretches you, excites you, and connects you to something bigger, that’s magic at work. Let’s build what’s next, together.

Equal Opportunity Employer:

Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, Bulgaria, India, and Singapore. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. 

If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.

#LI-Remote

Source: Smartsheet careers (Greenhouse)

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