
Order Operations Specialist
- San José
- Permanente
- Tiempo completo
- Support all sales teams throughout the complete sales cycle in compliance with Smartsheet's policy and Customers' needs.
- Work within the Salesforce.com CRM & CPQ system to assist sales representatives.
- Review contracts and order paperwork for completeness and accuracy.
- Quickly learn and master the quoting process.
- Customize order forms and provide guidance on complex deal structures, escalating specialized issues to the appropriate partners for resolution and approval.
- Coordinate deal reviews with sales; support training, development, and compliance with operational policies.
- Manage the daily approval process for deals, ensuring compliance with organizational standards.
- Collaborate across multiple functional teams, such as Finance, Legal, Professional Services, and Sales, to ensure sales transactions are quick and efficient.
- Identify areas for improvement in the Quote to Cash cycle to accelerate order processing and enhance 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) via Salesforce within SLA.
- Support our sales team in resolving inquiries throughout the sales process.
- Team up with other Order Operations team members to address requests.
- 2+ years of experience in Order Management, Sales Operations, Contracts, or Deal Desk.
- 1+ years of experience in a multinational or shared service center environment.
- Ability to ensure order details and documentation are updated and entered into 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; capability to execute new processes.
- Strong problem-solving skills and the ability to work cross-departmentally with multiple stakeholders.
- Clear and effective communication skills across various situations and audiences.
- B2 English proficiency.
- 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)