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Deal Desk
2 months ago
Medallia is a leading software company that specializes in Experience Management. Our award-winning platform, Medallia Experience Cloud, is a pioneer in understanding and managing experiences for various stakeholders.
We are committed to creating a culture that values every person and every experience. Our global workforce is the driving force behind our success, and we strive to be known as a company that does the right thing, no matter the challenge or controversy.
Our ValuesWe believe:
- Every Experience Matters
- Talent is Everywhere
- All Belong Here
This is a critical position within our Deal Desk & Strategy team, responsible for helping Medallia close good deals through maximizing bookings, cash flow, and commissions. The ideal candidate will drive a frictionless sale for customers and sellers, coach sellers through Medallia policies, and find creative paths to win deals that protect future growth and renewals.
Key Responsibilities- Independently create and manage accurate order forms, incorporating necessary modifications to terms and 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, 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.
- Minimum 1+ years of experience in a client-facing role, working in sales, customer success, customer operations, deal desk, or a related field.
- 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.