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Senior Analyst, Order Management (Remote)

  • Location: San Francisco, CA
  • Team: Accounting
  • Role Type: Full-Time Employee (Individual)
Medallia’s mission is to help companies win through customer experience. The world’s best-loved brands trust Medallia’s Experience Cloud™, which embeds the pulse of the customer in an organization and empowers employees with the real-time customer data, insights, and tools they need to make every experience great. Named a leader in the most recent Forrester Wave and ranked in the 2018 Forbes Cloud 100 list, Medallia is growing quickly, with a global footprint that spans Silicon Valley, Austin, New York, Washington DC, London, Paris, Sydney, Buenos Aires, Tel Aviv, and Prague. Here, we value people for each of the aspects that make them whole. We believe that people should not be defined only by a job title—nobody is "just an engineer" or "just a salesperson." We are each partners, parents, children, siblings, friends, and former classmates. We have different backgrounds and we celebrate different cultures. And, just like our product, we honor each of the experiences that build our people.

At Medallia we hire the whole person, not just a part of them.


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

Responsibilities

  • Responsible for all aspects of setting up and processing Sales Order and Professional Services Projects, using NetSuite and OpenAir.  
  • Review Sales related agreements to set up the proper Sales Order consistently with company policies.
  • Assist Managers in the review of prepared Sales Orders for approvals and subsequent billing and revenue.
  • Identified 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 sales and collections team for accurate and timely customer billing.
  • Provide input for on-going development and improvement on systems and operation process. 
  • 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 in external audit team regarding all quarterly and annual audit requirements.
  • Prepare ad hoc analysis, when needed.

Minimum Qualifications

  • Bachelor’s degree or equivalent practical experience
  • 3 years of order management, billing, and/or revenue operations experience 
  • 1+ year of Excel experience 

Preferred Qualifications

  • Software as a Service (SaaS) experience
  • Salesforce and NetSuite experience
  • Revenue Accounting knowledge or experience
  • MS Office software, including Excel, Word, and PowerPoint
  • 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 (with high volume transactions)
At Medallia, we don’t just accept difference—we celebrate it and recognize the value it brings to our customers and employees. Medallia is proud to be an equal opportunity workplace and is an affirmative action employer. Equal opportunity and consideration are afforded to all qualified applicants and employees. We won't unlawfully discriminate on the basis of gender identity or expression, race, ethnicity, religion, national origin, age, sex, marital status, physical or mental disability, Veteran status, sexual orientation, and any other category protected by law. We also consider all qualified applicants regardless of criminal histories, consistent with legal requirements. Medallia is committed to working with and providing reasonable accommodation to applicants with disabilities in accordance with the American Disabilities Act and local disability laws. For information regarding how Medallia collects and uses personal information, please review our Privacy Policies.