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Deal Desk, Senior Analyst
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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
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.
This team is responsible for pricing/negotiation guidance, deal strategy support, identifying revenue growth opportunities, identifying cost savings, and engaging with customers directly in a pricing/contracts specialist role.
Responsibilities:
Preferred Qualifications
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
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.
This team is responsible for pricing/negotiation guidance, deal strategy support, identifying revenue growth opportunities, identifying cost savings, and engaging with customers directly in a pricing/contracts specialist role.
- 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.
Minimum Qualifications
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2+ years of related experience in a client-facing support role working in deal desk, sales, customer success, customer operations, deal desk or related field
- Demonstrated experience independently managing complex, non‑standard deals from strategy through execution.
- Proven ability to produce consistently clean, accurate, and professional order forms with strong attention to detail.
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.
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Proven track record of consistently generating clean, accurate, and professional-looking order forms
At Medallia, we celebrate diversity 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. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law. Individuals with a disability who need an accommodation to apply please contact us at ApplicantAccessibility@medallia.com. 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.
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