Level

Smartsheet

Partner Operations Specialist (Remote Eligible - Costa Rica)

Smartsheet is hiring a Partner Operations Specialist (Remote Eligible - Costa Rica) for a remote role open to applicants in United States. Level rates it ; you can apply on Smartsheet.

Level's read on this job

  • On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
  • The posting lists this role as remote.
  • Tools and skills the posting cites include Salesforce, Cpq and AI agents.
  • Level classifies it as a mid-level role.
  • Level lists 88 other open roles at Smartsheet.

AI in this role

A partner operations specialist to support sales teams and channel partners through quote-to-cash processes and order management.

salesforcecpq
ai-agentsorder-managementsales-operationsdeal-deskcontract-review

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

How we rate this

Partner Operations Specialist (Remote Eligible - Costa Rica) at Smartsheet rates 10 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

AI agentsOrder ManagementSales OperationsDeal DeskContract ReviewSalesforceCpq

Questions you could be asked

  1. How do you decide when an AI agent can act on its own versus asking for approval first?
  2. Tell me about a project where order management was part of your work. What did you do?
  3. Tell me about a project where sales operations was part of your work. What did you do?
  4. Tell me about a project where deal desk was part of your work. What did you do?
  5. Tell me about a project where contract review was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: AI agents, Order Management, Sales Operations, Deal Desk, and Contract Review. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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