Finance Customer Support Analyst (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.

About the Team:We are seeking a dedicated and dynamic individual to join our team of 10 professionals. Our team operates in a hybrid environment, balancing both remote and in-office work to maintain flexibility and productivity. We handle high-volume queues and collaborate with a cross-functional group to ensure seamless operations and exceptional customer support.

Our team is known for its supportive culture, where each member is encouraged to contribute their unique skills and expertise. We value teamwork, innovation, and a commitment to excellence in all our endeavors.

About the Role: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 re-contracting process with the Customer Success Management teams.
• Complete non-commercial changes on customer accounts: Sales role/rep, Amendment type/reason.
• Complete Sales Order approvals and compliance checks on quotes including verification of legal ownership and co-signing contracts.
• Complete Onboarding call for all new organizations and facilities.
• Interface with the Marketplace team to create opportunities and Sales Orders in NetSuite legacy system. Approve the sales orders and ensure they are set up correctly for invoicing

Your Key Strengths:

• Bachelor degree in Business, Finance, Accounting or related experience
• 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

Bonus Skills:

• Salesforce or NetSuite experience is an asset