Process and validate Marketplace quotes, product corrections, cancellations, and Shared Services cases using Salesforce and RCA. Maintain accurate records, escalate non-standard issues, collaborate with cross-functional teams, and support continuous improvement and AI-enabled tooling to increase efficiency.
At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that’s founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.
With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada’s Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work.
At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.
Join us in redefining healthcare — so it doesn’t just survive, it thrives. To learn more about PointClickCare, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.
Position Summary:
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.
The Commercial Services Rep supports the accurate execution of Marketplace quotes, product corrections, cancellations, and Shared Services case requests. This role follows established processes and tooling in Salesforce and RCA to process day-to-day quoting and customer service transactions, escalating non-standard or ambiguous scenarios to senior team members.
This is a 6 month contract position. Approximate dates: September 7, 2026 -March 5, 2027
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
- 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
- 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
Minimum:
Preferred:
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. Please contact [email protected] should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, PointClickCare uses AI tools to assist with candidate screening and assessment.
When you apply for a position, your information is processed and stored with Lever, in accordance with Lever’s Privacy Policy. We use this information to evaluate your candidacy for the posted position. We also store this information, and may use it in relation to future positions to which you apply, or which we believe may be relevant to you given your background. When we have no ongoing legitimate business need to process your information, we will either delete or anonymize it. If you have any questions about how PointClickCare uses or processes your information, or if you would like to ask to access, correct, or delete your information, please contact PointClickCare’s human resources team: [email protected]
PointClickCare is committed to Information Security. By applying to this position, if hired, you commit to following our information security policies and procedures and making every effort to secure confidential and/or sensitive information.
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