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 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.

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 role that 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 Orders and Professional Services Projects, using NetSuite and Salesforce.
• Review sales‑related agreements to set up the proper Sales Orders, Subscriptions, and Projects in SuiteBilling consistently with company policies.
• Serve as the subject matter expert and point of escalation for the Order Management team.
• Assist the Senior Manager in reviewing prepared Sales Orders for approvals and subsequent billing and revenue.
• Identify any non‑standard contract terms and collaborate with the Revenue Accounting team to ensure appropriate revenue recognition.
• Resolve and track issues/inquiries from Sales Orders and professional services projects as they arise and address root‑cause problems.
• Consult with Sales, Deal Desk, and Collections teams for accurate and timely customer billing.
• Provide input for ongoing development and improvement of systems and operational 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 compliance.
• 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; support reporting requirements and help drive key performance indicators across the Order Management team.
• 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 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.
• Proficiency with MS Office software, including Excel, Word, and PowerPoint.
• Proven ability to plan, prioritize, work autonomously, and adapt to changing priorities in a fast‑paced environment.
• Demonstrated leadership ability with a growth mindset.
• Strong oral and written communication 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 own assignment tasks.
• Detail‑oriented with excellent analytical skills for data mining.

Pay

Annual base salary range: $61,700 – $92,000 USD. The range is a general guideline that combines all U.S. labor markets. Compensation decisions consider scope and responsibilities, work experience, location, education/training, key skills, internal peer equity, external market data, and business considerations.

Benefits

• Medical, dental, and vision insurance
• 401(k) retirement plan
• Short‑term and long‑term disability coverage
• Life and AD&D insurance
• Statutory leaves
• Paid parental leave
• Paid holidays