Finance Customer Support Analyst - Catonsville, United States - PointClickCare

PointClickCare Catonsville, United States

1 month ago

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Description

For more than 20 years, PointClickCare has been the backbone of senior care.

We've amassed the richest senior care dataset making our market density untouchable and our connections to the healthcare ecosystem exponentially more powerful than those of any other platform.

With Collective Medical & Audacious Inquiry, we've become the most expansive, full-continuum care collaboration network, offering care teams immediate, point-of-care access to deep, real-time insights at every stage of a patient's journey.

For more information on PointClickCare, please connect with us on Glassdoor and LinkedIn.

Contract Duration:
6 months with the potential to extend contract

Position Summary:

This role will report to Manager, Finance Customer Support, and will be responsible for pricing and deal compliance, data and financial modeling, analysis, and reporting to support our contract process.

Key Responsibilities:
Work the contract renewal process with the sales team and Customer Success Management teams.
Complete non-commercial changes on customer accounts: Sales role/rep, Amendment type/reason.

Complete commercial changes on customer accounts:
Quantity change, Rate/price changes, product corrections.
Complete creation and corrections of account lines, location, account line merging/splitting.
Complete Sales Order approvals and compliance checks on quotes including verification of legal ownership and co-signing contracts.
Complete location organization moves - making sure that dates are accurate and subscriptions are cancelled as necessary. Track in facility changes object.
Complete Maintenance Mode quoting.
Complete Onboarding calls for all new organizations and facilities.
Perform special projects and correction for Finance Transformation team.

Interface with Sales and Finance to create quotes and Sales Orders in NetSuite legacy system until all customers are moved to Salesforce.

Manage customer-initiated changes and coordinate with project, sales and finance teams.
Ability to determine impacts of customer account changes on monthly recurring revenues and support transactional changes with adequate documentation.

Regular interaction with the Customer Success Management, Sales and Project teams to fully understand client issues and determine best method to process request.

Required Experience:

Bachelor degree in Business, Finance, Accounting or related experienceSalesforce or NetSuite experience is an assetDemonstrated experience working with customers on account and billing issues, including reconciliation, identifying billing inconsistencies, etc.

Strong organization skills and great attention to detailsExcellent time management skills and prioritization skillsDemonstrated ability to work with internal and external stakeholders in a customer-service oriented setting.

Excellent communication skills, strong listening and interpersonal skills$55,000 - $62,000 a year At PointClickCare, base salary is one of the many components that make up our total rewards package.

The Canada base salary range for this position is $55,000 - $62,000 CAD ($ $29.80 per hour) . Our salary ranges are determined by job and level.

The range displayed on each job posting reflects the target for new hire salaries for the position across all Canada locations.

Within the range, individual compensation is determined by job-related skills and knowledge, relevant experience including professional and lived experience, and/or work location.

Your recruiter can share more information about our total rewards package during the hiring process.

#LI-TW1 #LI-HybridIt is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact should you require any accommodations.

When you apply for a position, your information is processed and stored with Lever, in accordance with Lever's Privacy Policy.

We use this information to evaluate your candidacy for the posted position.

We also store this information, and may use it in relation to future positions to which you apply, or which we believe may be relevant to you given your background.

When we have no ongoing legitimate business need to process your information, we will either delete or anonymize it.

If you have any questions about how PointClickCare uses or processes your information, or if you would like to ask to access, correct, or delete your information, please contact PointClickCare's human resources team:
.comPointClickCare is committed to Information Security. By applying to this position, if hired, you commit to following our information security policies and procedures and making every effort to secure confidential and/or sensitive information. Apply for this job
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