Order Operations Specialist (Remote Elegible - Costa Rica)
Core
Support sales teams throughout the complete order cycle, ensuring compliance, managing approvals, and optimizing the Quote-to-Cash process.
Role type
Order Operations Specialist
Builds
Order management workflows and data integrity within CRM/CPQ infrastructure
Domain
SaaS / Enterprise Software / Sales Operations
Required skills
Order Management, CRM/CPQ systems, Salesforce.com, Data Audits, SLA adherence, Analytical reasoning, Contract analysis, Metric tracking, Process optimization
Preferred skills
Multinational environment experience, High-volume surge management, Change management
Technologies
Salesforce.com, CPQ
Responsibilities
Support sales teams throughout the complete cycle, utilizing data audits to ensure 100% compliance with Smartsheet's policy and customer needs. Master CRM/CPQ Infrastructure: Work within Salesforce.com & CPQ to assist sales, while identifying and reporting on system bottlenecks or data integrity issues. Operational Excellence & Metrics: Manage the daily approval process with a focus on SLA adherence and Turnaround Time (TAT) metrics. Analyze Complex Deal Structures: Customize order forms and provide guidance on complex deals, using analytical reasoning to balance commercial flexibility with financial risk. Cross-Functional Collaboration: Partner with Finance, Legal, and Professional Services to resolve transaction hurdles, acting as the primary point of contact for deal-related data reconciliation. Continuous Process Optimization: Proactively identify trends in the Quote-to-Cash (QTC) cycle; design and implement process improvements to accelerate revenue recognition and sales efficiency.
Seniority
Mid-level, hands-on IC
