EverHealth - Business Systems Consultant - Remote, US

EverCommerce [Nasdaq: EVCM] is a leading service commerce platform, providing vertically tailored, integrated SaaS solutions that help more than 600,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. Specializing in Home & Field Services, Health Services, and Fitness & Wellness industries, EverCommerce solutions include end-to-end business management software, embedded payment acceptance, marketing technology, and customer engagement applications.

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://www.evercommerce.com/about-us/careers/

We are looking for a Business Systems Consultant & Architect to focus on our EverHealth division. EverHealth consists of SaaS products; DrChrono, EMHware, Good Therapy, AllMeds, iSalus, CollaborateMD, Updox, Therapy Partner and MDTech. EverHealth provides modern end-to-end solutions for healthcare providers. Our open, connected ecosystem of solutions and services helps providers engage patients, increase revenue, improve business efficiency, and remain market competitive. We serve 72,000 healthcare practices and counting.

We are looking for a Sr Business Systems Analyst to support the EverCommerce Business Operations team and focus on implementing and maintaining Salesforce CRM, CRM app ecosystem, CPQ, and other commercial, operational, and data applications across the EverCommerce portfolio. Business Operations is the subject matter on business systems and cross-functional processes and provides both regular support and maintenance and strategic architecture and guidance to help our solutions teams operate efficiently and produce customer value.

As a Business Systems Consultant & Architect, you will consult on, architect, build, and manage systems and processes throughout lead to quote, CPQ, QTR, and Services Delivery processes using your expertise in Salesforce and related commercial and billing applications. You are fluent in core Salesforce and Salesforce CPQ or similar CPQ (like Zuora CPQ) and other automation tools (Flows, Price Rules, Product Rules) and the Salesforce data model. You are also familiar with the salesforce app ecosystem and have architected and developed operational solutions in this ecosystem with tools like Conga, Chilipiper, SF Sales Engagement, Groove, Gong, Zoominfo, etc. This fluency enables you to design and build solutions, customizations, quote templates, and workflows to meet the needs of our solutions teams now and in the future. You provide subject matter expertise in lead to quote, CPQ, and services delivery processes and are conversant in the functions and requirements of cross-functional teams, including Sales, Legal, and Accounting.  You are also familiar with operational solutions working in conjunction with data warehouse and BI tools and are fluent in understanding, developing, and managing data architectures, data flows, and managing data structures and processes.

 Responsibilities:

• Lead discovery sessions to understand and document current state lead to quote, CPQ process, and services delivery processes, issues impacting user experience and revenue leakage, and requirements for future state implementation.
• Understand and align requirements provided by complex set of stakeholders, including: Legal, Accounting, Billing, Marketing, Sales, and others.
• Lead design sessions with cross-functional teams to review and document future state processes and system architecture.
• Implement and administer multiple Salesforce and related commercial applications and environments.  Categories include:
  • CRMs (Salesforce, Zoho, HubSpot, etc.)
  • Sales Enablement solutions (Groove, SalesLoft, Outreach, SF Sales Engagement, etc.)
  • Telephony solutions (Talkdesk, Ring Central, Vonage, Zoom Phones, and native CRM voice solutions, etc.)
  • Support Platforms (Salesforce Service Cloud, Zendesk, Zoho Desk, Freshdesk, etc.)
  • Task and Project Management Solutions (Taskray, Jira, Asana)
• Lead user acceptance testing for major development categories, including development of test plans and support of test users.
• Enable end-user success through seminar-style training sessions, office hours, and ad-hoc support channels.
• Support mentorship of other team resources in operational tools, architecture, design, and best practice.
• Collaborate on the development of templates and playbooks to ensure that the team is optimally positioned to leverage our collective knowledge and experience and ensure predictable, high-quality project outcomes.
• Engage with Evercommerce and subsidiary leadership on status updates, working sessions, and solution design.
• Communicate recommendations, project progress, and achieved outcomes through a variety of media, including: presentations, emails, and diagrams such as Lucid Chart, Figma, or similar.

Skills and Experience:

• 9-12+ years of Salesforce.com, CPQ administration, or other related work experience such as equivalent CRM administration, Zuora billing, operational data engineering and BI solutioning.  The ideal candidate will have worked in most of these areas and architected cross-platform solutions covering the entire operational value stream.
• Well-versed and experienced with scrum and agile software development methods and tactics, including  epic and user story development, backlog grooming and refinement, and collaborating with engineering, product owner, and end-user stakeholders
• Understanding of commercial processes and terminology and general understanding of lead to quote and quote-to-cash and/or accounting principles; also understand services delivery processes like project management, implementation, product fulfillment, customer support, and technical support.
• Experience with Excel, SQL, data warehouses, BI tools like Looker or PowerBI, and/or data engineering tools and platforms a STRONG plus
• Experience with basic programming and querying REST APIs using pre-developed frameworks in Python or similar languages a STRONG plus
• Ability to advise and influence senior business leaders across organizational lines and develop visual artifacts and presentations to distill complex scenarios into understandable visual representations
• Ability to train and mentor operational consultants and analysts and train and influence up and down the organization to fill in experiential gaps required to execute operational engineering projects to completion.
• Comfortable in a fast-paced environment and capable of meeting short-deadline projects daily
• Excellent attention to detail

Where: Remote – US, with 3-5 weeks of travel a year
The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States or Canada – if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America.

Benefits and Perks:

• Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
• Continued investment in your professional development through Udemy
• Robust health and wellness benefits, including an annual wellness stipend
• 401k with up to a 4% match and immediate vesting
• Flexible and generous (FTO) time-off
• Employee Stock Purchase Program
• Student Loan Repayment Program

Compensation: The target base compensation for this position is $130,000 to $160,000 USD per year in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above.