Process Engineer Jobs

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. Smartsheet is currently seeking a Partner Enablement Manager and you will work to execute and maintain enablement programs for Smartsheet Partners. You will be a subject matter expert on Smartsheet’s product, sales motion, and partner program. Our partners will recognize you as the resource that helps them sell, deliver, and grow successfully. You’ll use that expertise to create and deliver a programmatic approach to upskilling our partner ecosystem’s skills. This is a high-visibility role at the center of Smartsheet's partner ecosystem in APJ. You will shape how our partners sell, deliver, and grow with Smartsheet, with direct influence on regional revenue and partner success. This role is based in Sydney, reporting to the Senior Director, Strategy. You Will: Support the Global Partner Program Lead in enabling and executing the Aligned Partner Program (e.g., support data collection, process execution and reporting) Execute and manage the Partner Enablement program regionally and work with all key stakeholders to ensure the success of the program Work cross functionally to build partner competency and skills via asynchronous, instructor led, and web based training programs. Facilitate learning sessions, including live in person content delivery, covering a broad range of Smartsheet content: Product, Technical, Use Case, Target Personas, How to Sell, Services Delivery Methodology and Program Enablement. Experience maintaining audience energy level with live and virtual events. Eas

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. Smartsheet targets industries where workflow specificity is essential. As a Principal Product Marketing Manager, Vertical Industries, you will lead the strategic development of industry-specific value narratives, use case positioning, and sales-ready content for priority vertical, Manufacturing. In this role, you will own the GTM narrative, ensuring positioning is grounded in quantified, defensible value claims. This role requires deep industry curiosity, methodological discipline, and the ability to drive multiple complex workstreams in parallel to maintain Smartsheet’s competitive edge. This full-time position reports to the Sr. Director, Customer Value and can be located in our Bellevue, WA office, or you may work remotely from anywhere in the US where Smartsheet is a registered employer. What You Will Own: Value Strategy Execution — Vertical Industries Lead the team's execution of the Smartsheet Value Strategy process for priority verticals. Define positioning scope, including target segments, industry-specific buyer roles, KPIs, and competitor sets. Validate buyer value levers and map them to Smartsheet's capabilities to demonstrate differentiated, quantified benefits. Build vertical Value Impact Models and define the problem Smartsheet owns within each industry. Develop cross-functional Adoption Plans and validate position hypotheses through direct buyer sessions. ICP & CAPDB for Vertical Segments: Own ICP definition and target account prioritization for each priority vertical. Ensure each vertical ICP sp

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. As a Customer Success Renewals Manager , you will support the Customer Success Organisation in driving a portfolio of customer renewals. The ideal Renewal Manager is an experienced professional with a full understanding of the SaaS contracting space. You will resolve a range of issues in creative ways while mitigating risk and providing a world-class renewal experience for our customers. This key role is part of the Customer Success team , reporting to the Manager, Customer Success , and is based in London (Hybrid eligible). You Will: Serve as an extended member of the Smartsheet account team to bring all assigned contract renewals to a successful conclusion Ensure a positive customer experience throughout all stages of the renewal process Partner with sales, customer success, order management, our partner organisations and senior leadership to accelerate the contract renewal process and create positive outcomes Build and communicate an accurate forecast for upcoming renewals Identify and highlight any renewal risk to your partners and work with all team members in order to develop resolution strategies Evaluate your portfolio to prioritise time to render the most favourable outcomes Highlight opportunities for process improvement Perform other duties as assigned You Have: 5+ years of Sales, Customer Success or Finance experience. 2+ years of experience working in a software renewal role. Strong negotiation skills with experience driving

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. Smartsheet is seeking an experienced sales professional to join our team as a Commercial Account Executive - Growth on a 12 month fixed term contract. You will have a history of performance in quota attainment, expanding customer accounts, and new business acquisition. This important role is part of the Growth Sales team and reports to the Regional Director Growth Sales who is based in Sydney. You Will: Achieve revenue targets by exceeding sales quotas by running a full-cycle sales process Develop and strategise account plans with members of other Smartsheet teams Manage strategic sales motions alongside transactional, high-volume opportunities with both existing customers and new business prospects, up to 500 employees Conduct needs assessment calls with specific prospects Schedule online product demonstrations Ensure Smartsheet's success in the retention and growth of account revenue in collaboration with Customer Success and the Renewals Team Partner with Customer Success to ensure customers are maximizing the value of their Smartsheet solutions and increasing adoption Consult with clients in defining collaboration goals, success criteria, and program strategy to ensure the customer perception of value that leads to sales renewal and expansion Exceed quotas using a formal understanding of Solution/Consultative Selling Manage your book of business for expansion and up-sell opportunities; partner and grow client relationships Be the subject matter expert of Smartsheet and develop in-depth

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. Smartsheet is seeking an experienced sales leader to oversee a team of sales managers as a Regional Vice President (RVP) of Commercial Sales . The ideal candidate will scale, operate and continuously improve our commercial sales business through high performing teams, strategies and execution. This leadership role is based in the US and reports directly to a VP of Commercial Sales. You Will: Recruit, hire, coach, and develop sales talent across 35+ individual contributors and 4+ managers Ensure the team exceeds sales and operational targets on a monthly and quarterly basis Engage with our SMB customer base to directly work on strategic sales opportunities Provide day-to-day leadership of sales team and ensure proper application of sales methodology and departmental standards Develop, execute, evaluate and refine aspects of sales strategy, process, and workflow to deliver maximum customer engagement, bookings and revenue growth Monitor performance of sales representatives and teams for quota attainment, adherence to policies, and development of action plans, as needed. Develop and deliver business operational reviews summarizing key performance drivers and critical insight to increase future sales opportunities and required strategies and tactics. Create a high-performing, energized, and supportive culture, emphasizing reward and recognition You Have: Minimum of 7+ years of sales management experience, preferably in a multi-contact, high volume inbound and outbound environment 2+ years of experienc

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. Smartsheet is looking for an experienced Procurement Specialist to join our Procurement team, partnering closely with Legal, Finance, and Accounting across the Procure-to-Pay process. Our procurement function is in the midst of a transformation, and we want to be upfront about what that means for this role. Today, much of this work is hands-on and transactional: manually moving requests through intake, creating requisitions and purchase orders, routing contracts for signature, loading documents into our systems, and keeping records current. We are actively working toward intake and orchestration technology that will automate much of that manual work, and we expect the role to evolve over time from process execution toward greater category ownership. We anticipate meaningful improvements within the next year, but we can’t commit to a specific timeline, and that evolution is not guaranteed. Coming into this role, you should expect a significant manual and transactional workload, and a real opportunity to shape how the function matures as the technology and processes come online. Alongside that day-to-day execution, you’ll also begin acting as a buyer for designated lower-value, low-risk spend categories—owning the outcomes for those categories. As our tooling matures, you’ll increasingly use our procurement platforms as tools to leverage rather than serving as the manual engine behind them. We’re looking

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. Smartsheet is seeking a dynamic, operationally focused leader to join our team to lead the Office of the Chief Product and Technology Officer (CPTO). As the right-hand to the CPTO, you will play a key role in running the 650-person team’s operations, driving key initiatives to support our transformation strategy, and forging relationships across Smartsheet to ensure seamless execution and operations. Reporting to the CPTO, this is a high-visibility, high-accountability, and high-velocity role. The successful candidate will use their emotional intelligence and business acumen to inform strategic priorities and collaborate across the organization to accomplish our big, audacious goals. Smartsheet is at a pivotal moment in our history as we transition our value proposition, our GTM operations, and our entire product lineup into the agentic era to solidify our position as the leader in Enterprise. This is a remote eligible position and you may work remotely from anywhere in the US where Smartsheet is a registered employer. You Will: Annual Planning and Transformation Operations: Partner with the CPTO to build the org-wide 3-year strategic plan, focused on product adoption, revenue retention & growth, and customer value delivery aligned to the GTM strategy. Provide lift to Executives where needed on strategic initiatives. Serve as business leader in the annual strategic and financial planning process, connecting the various streams of work occurring across all product functions and partnering

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. Smartsheet is seeking a dynamic Manager of Sales Development to lead, coach, and motivate our team of Sales Development Representatives (SDRs). In this high-impact role, you will directly influence decision-making and drive growth in a fast-paced environment. This is a US-based remote position reporting directly to the Director of Sales Development, with a preference for candidates located in the Central, Mountain, or Pacific time zones. If you are an innovative leader who challenges the status quo, asks sharp questions, and elevates team performance, we want to hear from you. Here is what we are looking for: You Will: Hire, train and manage a team of Sales Development Representatives Develop strategies for career growth within the Smartsheet sales organization Report on activity metrics and forecast to the sales executives/directors Motivate individuals and team to exceed objectives through coaching and mentorship Actively use Salesforce.com and other SaaS tools to manage sales process, and set standards for performance metrics You Have: 2+ years sales experience in SaaS 1-3 years sales management experience Passion for coaching and mentoring emerging sales talent Experience giving both positive and constructive feedback Demonstrated ability to collaborate with a distributed sales team Capability to understand customer pain points and requirements, capacity to respond with value of Smartsheet products and services Current US Perks & Benefits: Employer subsidized medical/vision and dental coverage f

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We’re looking for a customer-focused banking professional who is ready to take the next step in their career and make an impact within the branch. As a Branch Operations Supervisor, you’ll be a key partner to the Branch Manager, helping lead day-to-day branch operations and supporting the teller team. You’ll serve as a go-to resource for the team and step in as the branch lead when the Branch Manager is unavailable. This is a great opportunity for someone who enjoys delivering exceptional, white-glove service, takes ownership, brings positive energy to their team, and is excited to grow as a leader. What you’ll do: Help lead daily branch and teller operations, ensuring accuracy, efficiency, and a strong customer experience. Provide coaching, direction, training, and support to tellers and serve as a trusted resource for the team. Step in to oversee branch operations when the Branch Manager is unavailable. Deliver high-touch, white-glove customer service while navigating transactions and manual processes with accuracy and urgency. Process customer transactions and account maintenance, including new account opening. Manage teller balancing, cash ordering, vault operations, deposits, withdrawals, transfers, and other daily banking activities. Research and resolve transaction discrepancies and p

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Location: Frisco, Texas; going to the office once or twice per week is required The Role: The Home Equity Processor works directly with individual applicants to review loan applications to ensure that the application is complete and accurate. This requires time and attention to detail. This role ensures the timely and accurate packaging of all loans originated by our Loan Officers using effective communication with multiple parties involved in the loan process. What You’ll Do: Provide excellent customer service and drive an overall exceptional customer experience using varying forms of communication. Responsible for processing, managing, and acting as the primary contact of a pipeline of Home Equity loans to meet closing deadlines and lock expiration periods. Maintain a progressing pipeline of 30-50 loan applications. Effective and timely communication to both external customers (Clients, 3rd Parties, Vendors) as well as internal customers (Loan Officers, Underwriters, Closers). Maintain and adapt to the changing mortgage guidelines. Appropriately set borrower expectations for the mortgage process and establish that the processor is the main point of contact until closing. Holds the responsibility to request, gather, and analyze documentation required from the borrowers, internally, and third parties

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are seeking an Operations Control Analyst - SMB who will support the Vendor Relationship Manager in maintaining the operational integrity and regulatory compliance of third-party vendors within the Small Business Lending unit. This role focuses on the execution of the control framework, ensuring that vendor activities across the entire SMB lifecycle—including sales, servicing, and collections—align with SoFi’s internal policies and external regulatory requirements. What you’ll do: To assist the Vendor Relationship Manager - SMB in maintaining the operational integrity of the Small Business Lending unit, the Operations Control Analyst — SMB will focus on the following structured responsibilities: Process Integrity and Resilience: You will execute consistent monitoring and rigorous testing of vendor processes to ensure all workflows are thoroughly documented, testable, and capable of supporting long-term operational resilience. Risk Mitigation and Compliance: Working closely with the Vendor Manager and the Operations Exam & Control Support Manager, you will assess vendor risk across customer acquisition and servicing to ensure alignment with internal policies and regulatory requirements. Data-Driven Insights: By utilizing advanced Excel or Google Sheets functions, you wil

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. Smartsheet is seeking a dynamic Manager of Sales Development to lead, coach, and motivate our team of Sales Development Representatives (SDRs). In this high-impact role, you will directly influence decision-making and drive growth in a fast-paced environment. This is a US-based remote position reporting directly to the Director of Sales Development, with a preference for candidates located in the Central, Mountain, or Pacific time zones. If you are an innovative leader who challenges the status quo, asks sharp questions, and elevates team performance, we want to hear from you. Here is what we are looking for: You Will: Hire, train and manage a team of Sales Development Representatives Develop strategies for career growth within the Smartsheet sales organization Report on activity metrics and forecast to the sales executives/directors Motivate individuals and team to exceed objectives through coaching and mentorship Actively use Salesforce.com and other SaaS tools to manage sales process, and set standards for performance metrics You Have: 2+ years sales experience in SaaS 1-3 years sales management experience Passion for coaching and mentoring emerging sales talent Experience giving both positive and constructive feedback Demonstrated ability to collaborate with a distributed sales team Capability to understand customer pain points and requirements, capacity to respond with value of Smartsheet products and services Current US Perks & Benefits: Employer subsidized medical/vision and dental coverage f

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage and Robo accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage and Robo accounts Discuss and explain investment performance and decisions with current wealth members Provide member’s operational su

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role Senior Payroll Tax Specialist SoFi is searching for a Senior Payroll Tax Specialist to manage and optimize our payroll tax operations. This role is a key member of the Payroll Team, responsible for validating tax calculations, ensuring filing compliance and serving as the subject matter expert on payroll tax regulations and best practices. The Specialist will exercise independent judgment in interpreting complex federal, state, and local tax laws, advising Finance and HR on tax implications and driving process improvements to ensure absolute accuracy in our tax liabilities and reporting. Responsibilities Validate all payroll tax calculations, filings, and payments to ensure full compliance with statutory regulations. Research and interpret complex payroll tax laws and updates, advising stakeholders on the implications of policy or program changes. Prepare comprehensive reports for Finance and leadership regarding tax liabilities, labor costs, and tax-related trends. Support and lead internal and external payroll tax audits, including detailed documentation and issue remediation. Develop and maintain robust payroll tax controls to support audit cycles and SOX compliance. Oversee the end-to-end US bi-weekly payroll processing as a backup to the Payroll Specialist as needed. Maintain expert knowledge

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove