订单运营专员
Order Operations Specialist
超过20年，Smartsheet 一直赋能团队无缝管理任务并更智能地扩展解决方案。现在，在我们最雄心勃勃的篇章中，我们正在将人类团队与AI代理结合。通过协调代理擅长的工作，自动化手动任务，并在大规模中发现洞察，我们为人们腾出空间，专注于真正重要的事情：判断力、创造力和大想法。这就是工作中的魔法，也是我们每天全力以赴的原因。
你将向位于哥斯达黎加的订单运营经理汇报。此职位可在哥斯达黎加远程工作。你必须居住在哥斯达黎加。
你将
- 在销售团队的整个流程中提供支持，利用数据审计确保100%符合Smartsheet的政策和客户需求。
- 精通CRM/CPQ基础设施：在[Salesforce.com](http://salesforce.com) 和 CPQ 中协助销售，同时识别并报告系统瓶颈或数据完整性问题。
- 运营卓越与指标：以SLA遵守和周转时间（TAT）指标为重点，管理日常审批流程。
- 分析复杂交易结构：定制订单表单并就复杂交易提供建议，运用分析推理在商业灵活性与财务风险之间取得平衡。
- 跨职能协作：与财务、法务和专业服务部门合作解决交易障碍，作为交易相关数据对账的主要联系人。
- 持续流程优化：主动识别报价到现金（QTC）流程中的趋势；设计并实施流程改进，加速收入确认和销售效率。
- 应对变化与扩展：快速适应不断变化的业务规则和组织变动，协助新操作流程的文档编写和培训。
- 与其他订单运营团队成员合作处理请求。
- 完成其他指派的任务
你具备
- 2年以上订单管理、销售运营或交易桌经验，有达成量化KPI的明确记录。
- 1年以上在跨国环境工作的经验，能够自如应对全球时区和多元利益相关者。
- 强大的分析基础：能够解读复杂的合同数据，识别交易错误模式，并提出数据驱动的解决方案。
- 以指标为导向的思维：熟悉跟踪和报告绩效指标（例如错误率、数量趋势和周期时间）
查看英文原文
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.
You will report to our Manager of Order Operations based in Costa Rica. This role is eligible for remote work within Costa Rica. You must reside in Costa Rica.
You Will
- 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](http://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.
- Navigate Change & Scaling: Adapt quickly to evolving business rules and organizational shifts, assisting in the documentation and training of new operational workflows.
- Team up with other Order Operations team members to address requests.
- Perform other duties as assigned
You Have
- 2+ years of experience in Order Management, Sales Ops, or Deal Desk, with a proven track record of meeting quantitative KPIs.
- 1+ years of experience in a multinational environment, comfortably navigating global time zones and diverse stakeholders.
- Strong Analytical Foundation: Ability to interpret complex contract data, identify patterns in transactional errors, and suggest data-driven solutions.
- Metric-Driven Mindset: Familiarity with tracking and reporting on performance metrics (e.g., error rates, volume trends, and cycle times).
- Adaptability: Proven ability to thrive in a high-growth environment where processes change frequently; you view "constant change" as an opportunity for optimization.
- Technical Proficiency: Comfort with financial/revenue recognition principles and contracting guidelines; experience with EOM/EOQ/EOY high-volume surges.
- Communication: B2+ English proficiency; ability to translate complex data issues into clear action items for stakeholders.
Perks and 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 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)
**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.
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