Director, Worldwide Sales Finance

Medallia’s mission is simple: to create a world where companies are loved by customers and employees alike. Hundreds of the world’s best-loved brands trust Medallia’s Software-as-a-Service application to help them capture customer feedback everywhere the customer is (on the phone, in store, online, mobile), understand it in real-time, and deliver insights and action everywhere—from the C-suite to the frontline—to improve their performance. Founded in 2001, Medallia is growing quickly with more than 1000 employees globally in Silicon Valley, New York, London, Paris, Sydney, Buenos Aires, Austin, Washington D.C., and Tel Aviv. 

The Role
Medallia is looking to add a Director of Worldwide Sales Finance to its finance team. This key operational finance leader will have an unique opportunity to impact Medallia’s growth trajectory. As a key partner to the CRO and the worldwide sales leadership team, this leader will focus on helping our worldwide sales team make sound operational decisions, creating/ building financial tools, reporting mechanisms, business modeling and financial planning processes that will effectively scale with the Company's growth.  The position requires strong business partnering skills, financial reporting, planning and modeling skills, and good business acumen. It also requires the ability to understand the big picture of the Company’s financial model, while being very detail oriented with the analysis of bookings and revenue, expenses, and cash flows. The position will report into the VP, FP&A and is located in our headquarters in San Mateo, CA.

Desired Skills & Experience:

  • Must have experience working with a tech Sales (ideally Enterprise SaaS) leadership team in being a part of forecasting, budgeting, go-to-market strategies, revenue recognition, deal negotiations, and bookings meetingsSuccessful track record of counseling senior executives and operationalizing business changing initiatives
  • Proven ability to build strong, objective working relationships with all levels of sales – from CRO to Sales Operations to sales reps as a trusted and objective advisor.
  • Finance experience in high growth environments.
  • B2B/ Enterprise/ SaaS experience
  • Strong analytical and problem solving skills
  • Willingness to roll up your sleeves and build complex models (in excel and other planning applications)
  • Extremely well organized, data driven and comfort managing multiple projects/ stake holders
  • Exposure to key financial management processes as required in a scaling organization.
  • Excellent teamwork, communication and interpersonal skills
  • Self-starter capable of driving business results without significant supervision and effective in dealing with ambiguity
  • Bachelor’s degree in Accounting/ Finance/ Business or related field required


  • Counsel the worldwide sales organization in managing their spending budgets and operationalize corporate initiatives
  • Advise CRO and CFO on key operational decisions (e.g., regional investments, compensation, resource allocation) through ad-hoc analyses (e.g. regional P&Ls, commission costing)
  • Lead the top line forecasting process and own portions of the financial forecast models, including P&L, cash flow, and supporting schedules/ analyses. Ensure their quality, timeliness, and accuracy
  • Collaborate with CRO and Head of Sales Ops to progress toward achievement of financial objectives (Budget Versus Actuals analyses); oversee monthly Profit and Loss (P&L) reviews; cash forecasting and management; identify trends driving positive and negative variances to plan
  • Create and maintain tools and reports used to measure and track results against expectations.
  • Support finance team in “as-required’ quarterly close procedures/ BOD presentations/ other high priority work

At Medallia, we don’t just accept difference - we celebrate it 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. Equal opportunity and consideration are afforded to all qualified applicants and employees. We won't unlawfully discriminate on the basis of gender identity or expression, race, ethnicity, religion, national origin, age, sex, marital status, physical or mental disability, Veteran status, sexual orientation, and any other category protected by law.

Medallia is committed to working with and providing reasonable accommodation to applicants with disabilities in accordance with the American Disabilities Act and state disability laws.

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