Customer Onboarding Specialist

The Billing Operations Customer Onboarding Specialist is responsible for ensuring the accuracy of customer master and contract information in order to ensure trouble-free customer billing and collection. The Customer Onboarding Specialist plays a key role in ensuring the accuracy of all Smartsheet subscriptions and services billings.

At Smartsheet, we are passionate about our operations and our team. We are an increasingly complex, high-growth SaaS company with expanding international operations where challenging tasks arise on a regular basis. You will be expected to work collaboratively with Sales, Deal Operations, Customer Success, and Legal, in delivering best-in-class Finance Operations service and support. This involves defining and implementing constant improvements in the Smartsheet Customer Data and Onboarding process.

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.

This role reports to the Billings Manager, Customer Data and Onboarding, who is based in the US. This position can be based out of Smartsheet's office in San José, or remotely from any location within Costa Rica.

**You Will**:

- Ensure the accuracy and completeness of all customer information at time of order to ensure a trouble-free customer billing and payment experience
- Review non-standard contracts which contain special terms, custom invoicing, and handbill instructions to ensure invoice accuracy and alignment with our customer's expectations
- Process customer vendor forms timely, in alignment with customer Accounts Payable and Procurement requirements
- Collect customer tax exemption information at point of sale, and at post sale if needed
- Submit customer invoices into customer payment portals, as well as maintain the data for the same
- Maintain and update customer master information in the Smartsheet Netsuite and Salesforce systems
- Perform other duties as assigned

**You Have**:

- Bachelor's degree or equivalent work experience
- 1+ year of relevant work experience
- Experience with procure-to-pay portal software (i.e. Ariba, Coupa, etc.)
- Knowledge of Salesforce/CPQ/Service Cloud System
- Knowledge of Netsuite system is a plus
- Experience with Opscon licensing system is a plus
- Proven Customer Service and Sales Support experience
- Excellent written and verbal communication skills
- Ability to work a set schedule is required

**Perks & Benefits**:

- Fully paid Health & Life insurance for full-time employees and family members
- Monthly stipend to support your work and productivity
- 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)

**Equal Opportunity Employer**:
Smartsheet is an Equal Opportunity Employer committed to fostering an inclusive environment with the best employees. We provide employment opportunities without regard to any legally protected status in accordance with applicable laws in the US, UK, Australia, Germany and Costa Rica. 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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