Order Management, Senior Analyst

Overview

Medallia is the pioneer and market leader in Experience Management. Our award-winning SaaS platform, Medallia Experience Cloud, leads the market in the management of experiences, insights, and actions for candidates, customers, employees, patients, and residents alike.

We believe that every experience is a memory that can last a lifetime. Experiences shape the way people feel about a company. And they greatly influence how likely people are to advocate, contribute, and stay. At Medallia, we are committed to creating a world where organizations are loved by their customers and their employees.

We empower exceptional people to create extraordinary experiences together.

Bring your whole self.

The Role and Team

Medallia is hiring for a Senior Order Management Analyst to join its growing Accounting team. This position reports to the Senior Manager, Order Management & Billing, and is an interdisciplinary position which interacts with Deal Desk, Collections, Revenue Accounting, Sales, Legal and various Operational teams across Medallia.

• Responsible for all aspects of setting up and processing Sales Order and Professional Services Projects, using Net Suite and Salesforce.
  Review Sales related agreements to set up the proper Sales Orders, Subscriptions and Projects in Suite Billing consistently with company policies.
• Serve as the subject matter expert and point of escalation for the Order Management team.
• Assist Senior Manager in the review of prepared Sales Orders for approvals and subsequent billing and revenue.
• Identify any non-standard contract term and collaborate with the Revenue Accounting team to ensure appropriate revenue recognition.
• Resolve and track issues / inquiries from Sales Order and professional services projects as they arise and address root cause problems. Consult with the Sales, Deals Desk and Collections teams for accurate and timely customer billing.
• Provide input for on-going development and improvement on systems and operation processes.
• Responsible for general ledger account reconciliation and entry resolution including booking and reviewing journal entries.
• Assist Managers in performing internal control procedures to ensure SOX controls.
• Assist the external audit team regarding all quarterly and annual audit requirements
• Prepare ad hoc analysis, when needed.
• Assist in dashboard management in Salesforce and Net Suite. Reporting requirements as needed helping drive Key Performance Indicators across the Order Management Team.
• Ability to lead the team from a work perspective, including account assignments, and delegation of duties as defined by the Senior Manager.

• Bachelor's degree or equivalent practical experience
• 3 years of order management, billing, and/or revenue operations experience
• Demonstrated experience with Net Suite and Salesforce
• 2+ years of Excel experience including experience with Vlookups, pivot tables and formulas

• Ability to work Eastern or Central Timezone Business Hours
• Software as a Service (SaaS) experience
• M&A Integration experience
• Net Suite Suite Billing experience
• Revenue Accounting knowledge or experience
• MS Office software, including Excel, Word, and Power Point
• Proven ability to plan, prioritize, work autonomously and be adaptable to changing priorities in a fast-paced environment
• Demonstrated leadership ability with a growth mindset
• Strong oral and written communication skills and customer service skills
• Eagerness to learn and take on challenges in a rapidly growing and dynamic environment
• Team player and self-starter who can independently take ownership to manage assignment tasks
• Detail-oriented with excellent analytical skills for data mining

Medallia is committed to equal pay and…