HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Today, our 700+ team members across the globe are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states.
HHAeXchange is searching for a Salesforce CPQ Analyst to join our team. This person will report to the Manager, Go-to-Market Systems and will own our CPQ configuration. This is a hands-on administrator role, requiring strong Salesforce and CPQ configuration and solutioning expertise.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Job Duties
Establish a deep and comprehensive understanding of current HHAeXchange quote-to-cash flow, including sales processes, integrations, and billing requirements.
Establish a deep and comprehensive understanding of HHAeXchange product list.
Collaborate with cross functional teams to document requests and gather requirements for enhancements and bug resolution within the quote-to-cash process and/or product list.
Design and configure automation processes via Flow builder, Product Rules, and Price Rules.
Establish a deep and comprehensive understanding of current HHAeXchange Advanced Approvals.
Design and configure changes to Advanced Approvals.
Provide direct support to end users building quotes and contracts.
Establish a deep and comprehensive understanding of our policies and procedures around standard and one-off discounting, pricing, amendments, contract terms & more, and use that understanding to inform all support, designs, and recommendations.
Manage (independently or with the support of Manager, Revenue Systems) integrations and installed packages including, but not limited to: DocuSign, Stripe, NetSuite)
Create documentation or training content to be delivered to end users for process enhancements.
Maintain a catalog of process documentation, identifying key risks and testing requirements to ensure releases do not negatively impact another area or process.
Understand and follow governance policies to align the team on prioritization, capacity, and release processes.
Perform gap analysis to better optimize systems and processes to suit end-user needs.
Perform Data analysis and clean-up of existing Contract and Subscription data as needed to correlate with billing data out of NetSuite
Maximize out-of-the-box solutions and limit custom development wherever possible.
Understanding of the following objects and their typical processes: products, pricing, discounting, quoting processes, booking, order fulfillment, contracts and subscriptions, amendments, renewals, etc.
Other Job Duties
Other duties as assigned by supervisor or HHAeXchange leader.
Travel Requirements
None
Required Education, Experience, Certifications and Skills
Salesforce CPQ Certification or Salesforce Admin certification required
At least 2 years’ experience providing Admin level support to a Salesforce environment with CPQ and Advanced Approvals
Minimum of 3 years’ experience on the Salesforce platform in an administrative capacity with proven expertise in Salesforce configuration and customization using declarative and low-code techniques
Hands-on experience designing and delivering CPQ solutions
Experience with SMB, Mid-Market, and Enterprise/National sales & contracting processes
Experience managing & delivering multiple projects at the same time
Ability to adapt to changes quickly and thrive in a dynamic work environment, specifically a high growth organization where goals or processes can rapidly evolve
Previous experience working with the following tools is preferred:
DocuSign
NetSuite
CLM (Ironclad, LinkSquares, Conga, etc.)
Willingness to explore and adopt AI tools responsibly to enhance productivity and innovation in your role
The base salary range for this US-based, full-time, and exempt position is $95,000-105,000/yr not including variable compensation. An employee’s exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values.
This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs.
HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law.
