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    Finance Customer Support Analyst - Mississauga, Canada - PointClickCare

    PointClickCare
    PointClickCare Mississauga, Canada

    1 week ago

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    Contract
    Description

    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
    • $55,000 - $62,000 a yearAt 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 - $62,000 CAD ($ - $ 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.
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