Key Responsibilities:
- Manage and execute data updates across Salesforce using Data Loader (Leads, Opportunities, Accounts, Contacts, custom objects) Maintain data integrity, perform data hygiene, and support data migration efforts
- Execute opportunity splits, leakage/reverse leakage tracking, and billing-related object creation
- Support Billing Automation Project by creating and maintaining billing-related objects (e.g., invoiced customers, uplift objects) · Own order management workflows and ensure accurate system updates tied to invoicing and bookings
- Partner with RevOps leadership to improve billing processes and operational efficiency
- Build and maintain Salesforce reports and dashboards based on prioritized business needs
- Fulfill ad hoc reporting and Smartsheet requests independently
- Support data visualization and reporting needs for pipeline and operational insights
- Own Smartsheet workflows, including building, maintaining, and fulfilling incoming requests
- Manage Gong-related support requests, troubleshooting, and stakeholder communication
- Provide operational support for marketing workflows (e.g., nurture status, Marketo-related processes)
- Develop and maintain SOP documentation for key processes and systems
- Support enablement efforts, including training delivery for new tools and process rollouts
- Partner with stakeholders to ensure adoption of new workflows and operational best practices
- Support Pipeline Council activities (reporting, dashboarding, data preparation)
- Assist with Salesforce enhancements and process implementations as needed
- Contribute to continuous improvement initiatives across RevOps
Tools & Workflow Management
Minimum Requirements:
- Intermediate proficiency in Salesforce (reporting, dashboards, object management)
- Experience using Salesforce Data Loader for bulk data operations
- Strong Excel skills (data manipulation, analysis, reporting)
- Experience managing operational workflows and data processes
- Strong attention to detail and data accuracy
- Ability to work independently and manage multiple requests in a fast-paced environment
- Experience documenting processes and maintaining SOPs
Preferred Qualifications:
- Experience with Smartsheet (workflow creation and management)
- Familiarity with Gong (user support and troubleshooting)
- Exposure to Marketo and marketing operations workflows
- Experience with LeanData (routing, matching, data management)
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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Leave & Time Off Breadth — Flexible PTO and remote/hybrid options are emphasized, which can meaningfully boost total rewards even when base pay is mid‑market. Time‑off flexibility is repeatedly positioned as part of the standard package.
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Parental & Family Support — Parental and caregiver leave, plus fertility and adoption support, are highlighted as core offerings. These family‑centric benefits signal depth beyond basic coverage.
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Retirement Support — Day‑one eligibility and employer retirement‑plan matching are consistently referenced. This strengthens the long‑term financial component of total rewards.
PointClickCare Insights
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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.









