Smartsheet

Partner Operations Specialist – Remote Eligible

Smartsheet

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

SFDCTableau

About the role

  • 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)

Requirements

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Order ManagementSales OperationsDeal DeskRevenue RecognitionContracting GuidelinesQuoting ProcessTransaction ReconciliationDeal Registration
Soft Skills
Problem SolvingCross-Departmental CollaborationEffective CommunicationAdaptabilityAttention to Detail