Sr Sales Success Specialist - Smartsheet

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Job Title

Sr Sales Success Specialist

Job Location

San Jose, CR

Job Listing URL

https://job-boards.greenhouse.io/smartsheet/jobs/6919087

Job Description

For over 20 years, Smartsheet has helped people and teams achieve–well, anything. From seamless work management to smart, scalable solutions, we’ve always worked with flow. We’re building tools that empower teams to automate the manual, uncover insights, and scale smarter. But more than that, we’re creating space– space to think big, take action, and unlock the kind of work that truly matters. Because when challenge meets purpose, and passion turns into progress, that’s magic at work, and it’s what we show up for everyday.

Smartsheet is looking for an experienced Sr Sales Success Specialist to support the sales teams throughout the sales cycle.

In 2005, Smartsheet was founded on the idea that teams and millions of people worldwide deserve a better way to deliver their very best work. Today, we deliver a leading cloud-based platform for work execution, empowering organizations to plan, capture, track, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

As a Sr Sales Success Specialist, you will play a pivotal role in optimizing sales outcomes, driving revenue growth, and ensuring operational excellence. You will support key accounts and territories throughout the sales cycle, partnering closely with the account team and cross-functional teams to deliver measurable results.

You will report to our Manager, Sales Success.

You Will:

Align with sales reps, accounts and territories to support forecasting, pipeline management, and revenue-driving activities. Coordinate deal reviews with the account team.
Analyze sales pipelines to proactively identify potential bottlenecks, risks to closing deals, potential booking or approval issues or a negative customer experience.
Partner with the account team to optimize deal strategies, focusing on maximizing revenue opportunities.
Monitor deal performance and maintain data hygiene, including tracking kickbacks, usage reports, and other key account metrics.
Review and analyze customer licensing, product usage, and purchasing patterns to uncover upselling or cross-selling opportunities.
Lead the resolution of deal-related challenges by providing strategic guidance on complex structures and innovative solutions for non-standard requests.
Escalate specialized issues to appropriate departments for resolution and approval.
Share best practices with team members to enhance the quality and efficiency of support and contribute to the account knowledge base through creating SOPs and training.
Design and execute strategies to streamline the sales process and improve deal velocity with sales leadership input.
Work cross-functionally with multiple internal Departments (Deal Desk, Order Operations, Revenue Accounting, Operation Excellence, Finance Operations, Fulfillment, Legal, Professional Services, Tax).
Support EOM, EOQ and EOY close to make sure all business closes on time.

You Have:

3-5+ years experience in a Deal Desk or Sales Operations role, supporting a cloud/SAAS based go-to-market organization.
Demonstrated critical thinking: analyze complex deal issues, make decisions and solve problems self-sufficiently, without requiring ongoing direction setting.
Excellent interpersonal and customer oriented communication skills.
Able to prioritize workloads and effectively demonstrate time management in a fast-paced sales environment.
Knowledge of revenue recognition rules/requirements related to software and professional services.
Proficiency in Salesforce, Salesforce CPQ and Salesforce Reporting.
A proven track record to build strong and positive relationships with business partners across the organization.
Understanding of operational Quote-to-Cash business processes.
Exposure to contract negotiation/drafting, including Legal and SOX compliance.

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 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, and India. 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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