Finance Customer Support Analyst (6 month contract)

PointClickCare is a leading North American healthcare technology platform enabling meaningful care collaboration and real‐time patient insights. For over 20 years, the company has been focused on realizing its vision: to help create a world in which providers and plans can confidently deliver frictionless care. Since its inception, PointClickCare has grown exponentially, with over 2,200 employees working to impact millions across North America. Recognized by Forbes as one of the top 100 private cloud companies and acknowledged by Waterstone Human Capital as Canada’s Most Admired Corporate Cultures, PointClickCare leads the way in creating cloud-based healthcare software.

At PointClickCare, we offer a wealth of opportunities and a vibrant culture that empowers our employees. Our dynamic environment is the perfect place to advance your career while engaging in meaningful work alongside incredible colleagues. Here, you’ll discover a space where your talents can thrive, your career can grow, and your work will have a lasting impact on healthcare across North America. We believe that work becomes profoundly fulfilling when driven by a higher purpose.

Join us and be part of a team that is making a real impact.

To learn more about us, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.

Meet the Finance Team

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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PointClickCare Benefits & Perks:

Benefits starting from Day 1!

Retirement Plan Matching

Flexible Paid Time Off

Wellness Support Programs and Resources

Parental & Caregiver Leaves

Fertility & Adoption Support

Continuous Development Support Program

Employee Assistance Program

Allyship and Inclusion Communities

Employee Recognition … and more!

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 [email protected] 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: [email protected] 

PointClickCare 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.