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. The ideal candidate brings a strong foundation in Salesforce administration with hands-on CPQ experience. This person will report to the Manager, Go-to-Market Systems and will own our CPQ configuration. This is a hands-on role combining Salesforce administration, CPQ configuration, and end-user support, requiring strong solutioning expertise and the ability to serve as a subject matter expert and escalation point for Salesforce and CPQ issues reported by the business.
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.
This position is open for candidates located in the NYC or Washington, DC metro areas only.
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
Required Education, Experience, Certifications and Skills
- Salesforce CPQ Specialist Certification, Salesforce Admin Certification, or Salesforce Business Analyst Certification required (multiple certifications preferred)
- At least 2 years’ experience providing Admin level or SME-level support to a Salesforce environment with CPQ
- Minimum of 3 years’ experience on the Salesforce platform in an administrative or analyst capacity (including quote-to-cash operations, order management, or account management) with proven expertise in Salesforce configuration and customization using declarative and low-code techniques
- Hands-on experience designing and delivering CPQ solutions
- Experience supporting sales & contracting processes across SMB, Mid-Market, or Enterprise segments preferred
- 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.), Jira, Confluence, Copado, or Oracle
- Willingness to explore and adopt AI tools responsibly to enhance productivity and innovation in your role
