Facilitating the creation of sales quotes and contracts, including product upgrades, time-bound discounts, professional services, and mergers and acquisitions- with pharmacy as primary and all other sales as secondary
Analyzing subscription records to determine accurate pricing
Managing opportunities for transactional sales
Collaborating with PointClickCare Sales Reps, clients, and prospects
Liaising with Finance Customer Support to accelerate the quote approval process
Collaborating with Practice Management, Customer Success, and Account Executives to process quotes
Accelerating urgent opportunities through expert coordination of activities with key stakeholders on the sales, professional services, and finance teams
Reviewing essential customer information, such as legal names, billing information, and registration numbers, prior to submitting a quote for approval to Financial Customer Support to ensure the data is complete and up to date
Assisting Sales Operations in the preparation of ad hoc sales reports on an as-needed basis
Working together Sales Operations on change management, requirements gathering, business process design, and improvement