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Finance Customer Support Analyst (6 month contract)

PointClickCare

PointClickCare

IT, Accounting & Finance, Customer Service
Mississauga, ON, Canada · Remote
Posted on Saturday, April 27, 2024
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 experience
  • Salesforce or NetSuite experience is an asset
  • Demonstrated experience working with customers on account and billing issues, including reconciliation, identifying billing inconsistencies, etc.
  • Strong organization skills and great attention to details
  • Excellent time management skills and prioritization skills
  • Demonstrated ability to work with internal and external stakeholders in a customer-service oriented setting.
  • Excellent communication skills, strong listening and interpersonal skills
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It 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 recruitment@pointclickcare.com should you require any accommodations.
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