Hybrid Deal Desk Analyst Deal Desk Analyst with verification

Overview

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

We are more than a software company. We want to be known as a company that does the right thing, no matter the challenge or controversy. We are committed to creating a culture that values every person and every experience. Individual life experiences shape the way we interact with the world, which is why we encourage people to bring their whole selves to work each day. The strength of our global workforce is the most significant contributor to our success.

We believe: Every Experience Matters. Talent is Everywhere. All Belong Here.

At Medallia, we hire the whole person.

About This Role:

Deal Desk & Strategy is a thought partner helping Medallia close good deals through maximizing bookings, cashflow, and commissions by driving a frictionless sale for customer and sellers, coaching sellers through Medallia policies, and finding creative paths to win deals in a way that protects future growth & renewals. Responsible for pricing/negotiation guidance, deal strategy support, identifying revenue growth opportunities, identifying cost savings, engaging with customers directly in a pricing/contracts specialist role.

Responsibilities

• Independently create and manage accurate order forms, incorporating necessary modifications to Terms & Conditions to meet specific deal requirements.
• Ensure precise and detailed CPQ data entry including defensible allocations, accurate list prices, and appropriate uplifts to support pricing initiatives
• Manage the entire deal approval process periodically representing and justifying deals in front of executive leadership for final decision-making
• Administer and coordinate the order form signature process ensuring timely and accurate completion to maintain workflow efficiency.
• Conduct comprehensive pre-close deal reviews to ensure downstream Salesforce data is correct
• Collaborate extensively with cross-functional teams, including sales, finance, and legal to maintain compliance, optimize deal structures, and maximize overall profitability.
  
  
  

Qualifications

Minimum Qualifications:

• 1+ years in a client facing role working in sales, customer success, customer operations, deal desk or related field
  
  
  

Preferred Qualifications:

• Experience working in a SaaS or IT environment
• Demonstrated intellectual curiosity with the ability to ask insightful questions to drive effective solutions.
• Proficiency in leveraging data to inform decision-making, including identifying and compiling relevant deal information.
• Strong written and verbal communication skills, effective and concise in conveying information.
• Ability to advise and coach colleagues on pricing strategies and contract terms.
• Proven track record of consistently generating clean, accurate, and professional-looking order forms.