Partner Operations Specialist

This is a fully remote position, open to applicants in Costa Rica.

📋 Description

• Provide comprehensive support to all sales teams and channel partners throughout the entire sales cycle to fulfill customer requirements.

• Utilize the Salesforce.com CRM & CPQ system to assist sales representatives effectively.

• Oversee a high-volume intake queue while ensuring adherence to consistent Service Level Agreements (SLAs).

• Administer the partner deal registration process and lead routing efficiently.

• Examine contracts and order documentation for completeness and precision.

• Develop custom order forms, navigate complex deal structures, and escalate specialized issues to the relevant stakeholders.

• Acquire knowledge and expertise in the quoting process.

• Organize deal reviews with the sales team; facilitate training, development, and adherence to operational policies.

• Manage the daily deal approval workflow.

• Serve as a liaison between Finance, Legal, Professional Services, and Sales to ensure smooth sales transactions.

• Identify enhancements in the Quote to Cash cycle to expedite order processing and boost sales efficiency.

• Assist with the reconciliation of various transactions and contract-related adjustments.

• Address partner inquiries concerning purchase orders, quote requests, invoices, order confirmations, status updates, and pricing information.

⛳️ Requirements

• Minimum of 2 years of experience in Order Management, Sales Operations, or Deal Desk within a SaaS organization.

• At least 2 years of experience collaborating with Channel Partners is essential.

• Capability to ensure that order details and documentation are accurately updated and entered into the system.

• Understanding of financial or revenue recognition principles and contracting guidelines.

• Background in a high-volume/multi-transactional environment for End of Month (EOM), End of Quarter (EOQ), and End of Year (EOY) processes.

• Ability to excel in a fast-paced, dynamic, high-growth environment and execute new processes effectively.

• Strong problem-solving skills and the ability to collaborate cross-departmentally with multiple stakeholders.

• Communicates clearly and effectively across various situations and audiences.

• Experience with Salesforce, Smartsheet, and Tableau is preferred.

🏝️ Benefits

• Comprehensive Health & Life insurance coverage for full-time employees and their family members.

• Monthly stipend to enhance your work and productivity.

• Asociacion Solidarista with contributions from both employees and employers, along with potential partnerships with institutions like universities and gyms.

• 12 days of paid vacation plus a Flexible Time Away Program.

• 20 weeks of fully paid maternity leave.

• 12 weeks of fully paid paternity/adoption leave.

• Personal paid Volunteer Day to support community initiatives.

• Opportunities for professional growth and development, including access to LinkedIn Learning online courses.

• Company-funded perks, including a counseling membership and a personal Smartsheet account.

• Teleworking options from any registered location in Costa Rica (specific to the role).