HHAeXchange · 1 day ago
Salesforce CPQ Analyst
Twin Cities Area
Full-time
Hybrid
Mid Level
$95K/yr - $105K/yr
3+ years expHHAeXchange is the leading technology platform for home and community-based care, and they are seeking a Salesforce CPQ Analyst to join their team. This role involves owning the CPQ configuration, collaborating with cross-functional teams, and providing support to end users while ensuring a deep understanding of the quote-to-cash process and product list.
Health CareSaaSSoftware
Responsibilities
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 duties as assigned by supervisor or HHAeXchange leader
Qualification
Required
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
Preferred
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
Benefits
Competitive health plans
Paid time-off
Company paid holidays
401K retirement program with a Company elected match
Other company sponsored programs
Company
HHAeXchange
At HHAeXchange, we believe that healthcare should be simple, effective, and transparent.
501-1000 employees
H1B Sponsorship
HHAeXchange has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (6)
2022 (6)
2021 (3)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
HgWincove
2021-09-14Private Equity
2019-01-08Private Equity
2019-01-01Acquired
Leadership Team
Paul Joiner
Chief Executive Officer
Dan Ahrens
Senior Vice President Customer Success
Recent News
Company data provided by crunchbase