Key Responsibilities:
- Conduct Case Analysis to determine action plan and ensure compliance. Review and interpret MSA terms and conditions and apply changes in accordance with customer contractual obligation.
- Specific focus on large accounts that require multiple layers of data analysis with a high degree of accuracy, a clear understanding of transactional changes that may have affected subscriptions (such as P&P Migration) and presenting data clearly to key stakeholders.
- Prepare reports to analyze account subscriptions and perform complex account reconciliations. Process financial transactions in both Salesforce and NetSuite.
- Resolve billing disputes, process subscription corrections, perform product cancellations, customer subscription termination and all related subscription management changes.
- Prepare credit analysis and rationale for Management approval in accordance with company credit policy. Create credit memos, process Re-Bills, and deliver to customer.
- Identify, analyze, and interpret billing anomalies, process amendments while working closely with relevant business partners (Customer Success and Professional Services)
- Effectively communicate with business partners to facilitate various aspects of the subscription management process and changes.
- Ad hoc analysis around company initiatives such as Single Source of Truth (SSOT) and Data governance; provide meaningful explanation of variances to the teams building logic in the back-end systems
Required Skills & Qualifications:
- A minimum of 2-3 years’ experience in a combination of finance and operational environment, process improvement, financial analysis or other roles that focus on root cause analysis and controls.
- Knowledge of subscription-based billing model in SaaS based environment is a plus.
- Advanced Microsoft Office and Power Point skills.
- Strong understanding of “Quote-to-Cash” meaning products, pricing, discounting, quoting, booking, order fulfillment, MSA, billing, amendments, and renewals.
- Candidates must demonstrate a combination of academic aptitude, problem solving, strategic and critical thinking, and strong written and oral communications skills
- Strong analytical and organizational skills. Comfortable with large volumes of complex data from various source systems and presenting findings to senior management.
- Strong work ethic with the ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing environment.
- Ability to manage multiple cases and projects at once.
Skills Required
- 2-3 years of experience in finance, operations, process improvement, financial analysis, root cause analysis, or controls
- Advanced Microsoft Office and PowerPoint skills
- Understanding of quote-to-cash processes, including products, pricing, discounting, quoting, booking, fulfillment, MSAs, billing, amendments, and renewals
- Academic aptitude, problem-solving, strategic thinking, critical thinking, and strong written and oral communication skills
- Strong analytical and organizational skills
- Ability to analyze complex data from multiple source systems and present findings to senior management
- Ability to manage tight deadlines, prioritize workload, and achieve results in a fast-paced environment
- Ability to manage multiple cases and projects simultaneously
- Knowledge of subscription-based billing models in a SaaS environment
PointClickCare Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PointClickCare and has not been reviewed or approved by PointClickCare.
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Healthcare Strength — Health and dental coverage appear robust, with wellness and assistance programs reinforcing core medical benefits. Coverage quality stands out relative to other benefit elements.
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Leave & Time Off Breadth — PTO and paid holidays are characterized as generous, and flexible work-from-home options are widely available. Occasional extras like summer half‑day Fridays further expand time-off flexibility.
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Flexible Benefits — A customizable mix is evident through remote/hybrid arrangements, day-one eligibility, and a lifestyle or personal spending account. Benefits such as wellness credits and support resources can be tailored to individual needs.
PointClickCare Insights
What We Do
PointClickCare is the market leader driving the transformation of healthcare vulnerable and complex populations through a broad, connected care network powered by deep insights with a commitment to value, outcomes and innovation. We connect post-acute and acute care settings, people and systems like no other company. Our steadfast commitment to our culture and to providing growth opportunities to our employees is evidenced by recent recognition of PointClickCare as one of Canada’s best-managed companies and most admired corporate cultures.








