Customer Success Financial Analyst

3 days ago


Waterloo, Ontario, Canada PointClickCare Full time
Your Responsibilities
- Work with the re-contracting process with the Customer Success Management teams.
- Complete non-commercial changes on customer accounts, including sales role/rep, amendment type/reason, and sales order approvals and compliance checks on quotes.
- Interface with the Marketplace team to create opportunities and Sales Orders in NetSuite legacy system, and approve the sales orders ensuring they are set up correctly for invoicing.

Your Key Strengths
- Bachelor degree in Business, Finance, Accounting or related field.
- Demonstrated experience working with customers on account and billing issues, including reconciliation, identifying billing inconsistencies, etc.
- Strong organization skills, great attention to details, excellent time management skills, and prioritization skills.

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