Senior Sales Success Specialist

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

📋 Description

• The Sr Sales Success Specialist will be aligned with specific Accounts and/or Territories, providing support for the monthly forecasting and sales transaction processes.

• Participate in forecast calls and actively assess the sales pipeline in Clari, along with relevant deal information in Salesforce, to foresee potential booking challenges or impacts on customer experience.

• Collaborate with account managers to manage and drive pipeline and revenue effectively.

• Offer leadership and work towards resolving potential deal challenges during negotiations, providing guidance on complex deal structures, and delivering solutions for non-standard requests.

• Escalate specialized issues to the appropriate partners for resolution and approval.

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

• Analyze and review current customer licensing, products, and usage, partnering with account managers to identify new revenue opportunities.

• Provide routine reporting and analysis on team operations and transaction metrics.

• Share best practices with team members to enhance the quality and efficiency of support, contributing to the knowledge base by creating SOPs and training materials.

• Contribute innovative ideas to improve existing systems, work processes, and procedures.

• Collaborate cross-functionally with various internal departments, including Deal Desk, Order Operations, Partner Support, Revenue Accounting, Finance Operations, Fulfillment (Provisioning), Legal, Customer Success, Sales, Professional Services, and Tax.

• Support end-of-month (EOM), end-of-quarter (EOQ), and end-of-year (EOY) closing processes to ensure timely business closures.

• Perform other job duties as assigned.

⛳️ Requirements

• 5-8+ years of experience in a sales operations role, supporting a cloud/SAAS-based go-to-market organization.

• Proven critical thinking skills: ability to analyze complex deal issues, make independent decisions, and solve problems without requiring ongoing direction.

• Excellent interpersonal and customer-focused communication skills.

• Capable of prioritizing workloads and demonstrating effective time management.

• Knowledge of revenue recognition rules and requirements related to software and services.

• Proficient in Salesforce Reporting.

• A demonstrated ability to build strong and positive relationships with business partners across the organization.

• Understanding of operational quote-to-cash business processes.

• Experience with contract negotiation and drafting, including legal and financial governance.

🏝️ Benefits

• Fully covered Health & Life insurance for full-time employees and their family members.

• Monthly stipend to enhance work and productivity.

• 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 (role-specific).