Order Management, Senior Analyst

Medallia, Inc.; San Francisco (CA); On-site; USD 62,000 - 92,000; Full time

Job summary

Medallia, Inc. is hiring a Senior Order Management Analyst to join the Accounting team in San Francisco. You will manage Sales Orders and Professional Services projects, work with Deal Desk, Collections, Revenue Accounting, Sales and Legal, and help ensure accurate revenue recognition.

The role emphasizes SOX controls, journal entries, dashboarding in Salesforce and NetSuite, and cross-functional collaboration in a fast-paced SaaS environment.

Qualifications

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

Responsibilities

• Set up and process Sales Orders and Professional Services projects using NetSuite and Salesforce.
• Serve as SME and escalation point for the Order Management team.
• Review Sales Orders for approvals, billing and revenue.
• Identify non-standard contract terms and coordinate with Revenue Accounting for revenue recognition.

Skills

NetSuite

Salesforce

Excel

Education

Bachelor's degree

Tools

NetSuite SuiteBilling

Job description

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.

Responsibilities

• Responsible for all aspects of setting up and processing Sales Order and Professional Services Projects, using NetSuite 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 NetSuite. 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.

Qualifications

Minimum Qualifications

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

Preferred Qualifications

• Ability to work Eastern or Central Timezone Business Hours
• Software as a Service (SaaS) experience
• M&A Integration experience
• NetSuite SuiteBilling 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

Medallia is committed to equal pay and transparency. The annual base salary range for this position is $61,700 - $92,000 USD. Please note that the salary range information provided is a general guideline and combines all of the distinct labor markets within the US. It is uncommon for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on a variety of factors. Medallia considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, candidate's work location, education/training, key skills, internal peer equity, external market data, as well as, market and business considerations when making compensation decisions.

Medallia also offers competitive health and wellness benefits, including but not limited to medical, dental, vision, 401(k), short-term and long-term disability, life and AD&D insurance, statutory leaves, paid parental leave, and paid holidays. Benefits and eligibility may vary by location and role.

At Medallia, we celebrate diversity and recognize the value it brings to our customers and employees. Medallia is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 and over), disability, genetic information, veteran status or military service, or any other status protected by state or local law. Individuals with a disability who need an accommodation to apply please contact us at [e-mail]. For information regarding how Medallia collects and uses personal information, please review our Privacy Policies. Applications will be accepted for 30 days from the date this role was posted or until the role has been filled.