EverHealth - Business Systems Consultant - Remote, US

TIMELY LTD; Denver (CO); Remote; USD 130,000 - 160,000; Full time

Job summary

An established industry player is seeking a Business Systems Consultant & Architect to enhance their EverHealth division. This role focuses on consulting, architecting, and managing systems and processes related to lead to quote and services delivery. You will leverage your expertise in Salesforce and related applications to design effective solutions that meet the needs of healthcare providers. With a commitment to professional development and a flexible work environment, this position offers an exciting opportunity to make a significant impact in a growing company. If you are passionate about technology and healthcare, this role is perfect for you.

Benefits

Flexibility to work where/how you want

Professional development through Udemy

Robust health and wellness benefits

401k with up to a 4% match

Flexible and generous time-off

Employee Stock Purchase Program

Student Loan Repayment Program

Qualifications

• 9-12+ years of experience in Salesforce.com and CPQ administration.
• Strong understanding of lead to quote and quote-to-cash processes.

Responsibilities

• Lead discovery sessions to document current processes and requirements.
• Implement and administer Salesforce and related commercial applications.

Skills

Salesforce.com

CPQ administration

Excel

SQL

data engineering

REST APIs

agile software development

attention to detail

Education

Bachelor's degree in relevant field

Tools

Salesforce

Zuora

Looker

PowerBI

Lucid Chart

Figma

Jira

Asana

Job description

EverCommerce [Nasdaq: EVCM] is a leading service commerce platform, providing vertically tailored, integrated SaaS solutions that help more than 600,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. Specializing in Home & Field Services, Health Services, and Fitness & Wellness industries, EverCommerce solutions include end-to-end business management software, embedded payment acceptance, marketing technology, and customer engagement applications.

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://www.evercommerce.com/about-us/careers/

We are looking for a Business Systems Consultant & Architect to focus on our EverHealth division. EverHealth consists of SaaS products; DrChrono, EMHware, Good Therapy, AllMeds, iSalus, CollaborateMD, Updox, Therapy Partner and MDTech. EverHealth provides modern end-to-end solutions for healthcare providers. Our open, connected ecosystem of solutions and services helps providers engage patients, increase revenue, improve business efficiency, and remain market competitive. We serve 72,000 healthcare practices and counting.

As a Business Systems Consultant & Architect, you will: consult on, architect, build, and manage systems and processes throughout lead to quote, CPQ, QTR, and Services Delivery processes using your expertise in Salesforce and related commercial and billing applications. You will be fluent in core Salesforce and Salesforce CPQ or similar CPQ (like Zuora CPQ) and other automation tools (Flows, Price Rules, Product Rules) and the Salesforce data model. You will also be familiar with the Salesforce app ecosystem and have architected and developed operational solutions in this ecosystem with tools like Conga, Chilipiper, SF Sales Engagement, Groove, Gong, Zoominfo, etc. This fluency enables you to design and build solutions, customizations, quote templates, and workflows to meet the needs of our solutions teams now and in the future.

Responsibilities:

• Lead discovery sessions to understand and document current state lead to quote, CPQ process, and services delivery processes, issues impacting user experience and revenue leakage, and requirements for future state implementation.
• Understand and align requirements provided by complex set of stakeholders, including: Legal, Accounting, Billing, Marketing, Sales, and others.
• Lead design sessions with cross-functional teams to review and document future state processes and system architecture.
• Implement and administer multiple Salesforce and related commercial applications and environments. Categories include:
• CRMs (Salesforce, Zoho, HubSpot, etc.)
• Sales Enablement solutions (Groove, SalesLoft, Outreach, SF Sales Engagement, etc.)
• Telephony solutions (Talkdesk, Ring Central, Vonage, Zoom Phones, and native CRM voice solutions, etc.)
• Support Platforms (Salesforce Service Cloud, Zendesk, Zoho Desk, Freshdesk, etc.)
• Task and Project Management Solutions (Taskray, Jira, Asana)
• Lead user acceptance testing for major development categories, including development of test plans and support of test users.
• Enable end-user success through seminar-style training sessions, office hours, and ad-hoc support channels.
• Support mentorship of other team resources in operational tools, architecture, design, and best practice.
• Collaborate on the development of templates and playbooks to ensure that the team is optimally positioned to leverage our collective knowledge and experience and ensure predictable, high-quality project outcomes.
• Engage with Evercommerce and subsidiary leadership on status updates, working sessions, and solution design.
• Communicate recommendations, project progress, and achieved outcomes through a variety of media, including: presentations, emails, and diagrams such as Lucid Chart, Figma, or similar.

Skills and Experience:

• 9-12+ years of Salesforce.com, CPQ administration, or other related work experience such as equivalent CRM administration, Zuora billing, operational data engineering and BI solutioning.
• Well-versed and experienced with scrum and agile software development methods and tactics.
• Understanding of commercial processes and terminology and general understanding of lead to quote and quote-to-cash and/or accounting principles.
• Experience with Excel, SQL, data warehouses, BI tools like Looker or PowerBI, and/or data engineering tools and platforms a STRONG plus.
• Experience with basic programming and querying REST APIs using pre-developed frameworks in Python or similar languages a STRONG plus.
• Ability to advise and influence senior business leaders across organizational lines.
• Ability to train and mentor operational consultants and analysts.
• Comfortable in a fast-paced environment and capable of meeting short-deadline projects daily.
• Excellent attention to detail.

Where: Remote – US, with 3-5 weeks of travel a year. The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. This role can be based anywhere in the United States or Canada.

Benefits and Perks:

• Flexibility to work where/how you want within your country of employment.
• Continued investment in your professional development through Udemy.
• Robust health and wellness benefits, including an annual wellness stipend.
• 401k with up to a 4% match and immediate vesting.
• Flexible and generous (FTO) time-off.
• Employee Stock Purchase Program.
• Student Loan Repayment Program.

Compensation: The target base compensation for this position is $130,000 to $160,000 USD per year in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise.

EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status.