Commercial Services Representative

New
P
PointClickCareHealth Tech
CanadaContractMiddle
Salary not disclosed
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Job Details

Required Skills
SalesforceMicrosoft ExcelSaaSCRM

Requirements

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

Responsibilities

  • Create, review, and process Marketplace quotes ensuring accuracy of pricing and contractual details.
  • Process product correction and cancellation quotes following established policies.
  • Resolve daily requests from the Shared Services queue.
  • Support case routing, data validation, and utilize AI-enabled tools for workflow efficiency.
  • Maintain accurate records and documentation in Salesforce and related systems.
  • Partner with internal teams to respond to routine questions regarding case status.
  • Identify and flag recurring issues to senior specialists.
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