Commercial Services Representative

At PointClickCare, our mission is to help providers deliver exceptional care. The Commercial Services team supports Marketplace quoting, product corrections, cancellations, and day-to-day Customer Success requests, ensuring customer contract and case changes are executed accurately and in alignment with pricing, policy, and contractual standards. The team partners closely with Marketplace Strategy, Sales, Finance, Legal, and Customer Success, and offers exposure to multiple areas of the business. Team members work remotely or hybrid, with the Head Office located in Mississauga.

Key Responsibilities

Marketplace Quoting & Order Processing

• Create, review, and process Marketplace quotes, ensuring accuracy of pricing terms, contractual details, and effective dates
• Process product correction and cancellation quotes according to established policy and procedures
• Validate quote and billing details prior to execution to help prevent downstream errors
• Escalate ambiguous or non-standard quoting scenarios to senior specialists

Shared Services Case Management

• Process and resolve day-to-day requests from Shared Services queue in a timely and accurate manner
• Support case routing, data validation, and use of AI-enabled tools to improve workflow efficiency
• Maintain accurate records and documentation in Salesforce and related systems

Cross-Functional Collaboration

• Partner with Senior Specialists within the Commercial Services team to support Marketplace and Customer Success teams
• Respond to routine questions from Customer Success on case status
• Support coverage across Marketplace quoting and Shared Services requests as needed

Process Support & Continuous Learning

• Follow standardized processes and documentation for Marketplace quoting and Shared Services workflows
• Identify and flag recurring issues or discrepancies to Senior Specialists for resolution
• Participate in training and continuous learning to build proficiency across Commercial Services functions

Qualifications & Skills

Minimum:

• Associate's degree or equivalent combination of education and experience in business, finance, or a related field
• Strong attention to detail and accuracy in a fast-paced environment
• Strong written and verbal communication skills
• Proficiency with Microsoft Excel and Office
• Ability to manage multiple tasks and prioritize competing demands
• Comfortable working with ambiguity and adapting to change in a growing business

Preferred:

• Bachelor's degree or equivalent combination of education and experience in business, finance, or a related field
• Experience with Salesforce or similar CRM/case management tools
• Exposure to subscription billing, quoting, or contract administration
• Familiarity with SaaS or subscription-based business models
• Interest in AI-enabled tools and process automation

It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.