Finance Customer Support Analyst (6 month contract)

August 9

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Transforming Care Through Technology

Electronic health records • EHR • EMR • long-term care • software

1001 - 5000

💰 Secondary Market on 2022-03

Description

• 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. • 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.

Requirements

• 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