Anaplan COE Functional Analyst managing financial systems at CVS Health. Collaborating across teams and ensuring governance standards while driving measurable results.
About the role
- Order Operations Specialist managing compliance and operational excellence for sales teams at Smartsheet. Analyzing complex deals and collaborating with cross-functional teams in a multinational environment.
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.
- 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.
Requirements
- 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.
Benefits
- 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.
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