EverCommerce

Implementation Specialist

• Manage account implementation from sign-on through transition to a Customer Account Manager
• Provide onboarding, support, training, and guidance through adoption of Brio
• Train customers and staff in the use of the software online and in person
• Consult with customers to understand their business and recommend software best practices
• Handle customer support calls during the Engagement process
• Manage data migration with high attention to detail
• Nurture customer relationships to build trust
• Participate in creating and updating role and department best practices
• Operate across department boundaries
• Increase knowledge of the software and pest-control industry
• Collaborate with other departments to help customers succeed
• Help customers become experts on the product and use all features fully

Customer Implementation Manager

Business Analyst

• Oversee the day-to-day operations and integrations of the Quote to Revenue architecture, including Zuora CPQ, Billing and Zuora Revenue, upstream Salesforce CRM integration, and downstream NetSuite GL integration.
• Coordinate end-to-end dependencies across applications to drive accurate billing and revenue recognition.
• Partner with Revenue Accounting and Revenue Operations teams to understand business needs and convert them into functional and technical requirements.
• Collaborate with cross-functional teams to define solutions and support implementation of Zuora Billing and Revenue Recognition systems.
• Analyze complex financial data and optimize billing and revenue processes for compliance and efficiency.
• Gather and document business requirements for Zuora CPQ, RevPro and Billing implementations.
• Analyze current billing and revenue recognition processes to identify gaps and improvement opportunities.
• Translate business needs into functional specifications, including process flows, user stories and data mappings.
• Lead configuration of Zuora CPQ, Billing and RevPro.
• Develop integrations and automations through systems such as Workato.
• Propose solutions and requirements using OTC system best practices and financial process knowledge.
• Coordinate release processes, conduct system testing and resolve issues while upholding internal control standards.

Senior Business Systems Analyst – Quote to Revenue

Account Manager

• Proactively prospect within an assigned portfolio of Updox customers to identify upsell, cross-sell, and expansion opportunities
• Build and maintain a healthy pipeline of qualified opportunities aligned with revenue targets
• Own the full sales cycle from prospecting and discovery through demonstration, proposal, negotiation, and close
• Apply Sandler Sales methodology, including upfront contracts, pain discovery, budget and decision qualification, and clearly defined next steps
• Conduct consultative discovery to understand customer challenges, business impact, workflows, and desired outcomes
• Deliver compelling product demonstrations and proposals connecting Updox solutions to identified customer needs
• Navigate objections, pricing conversations, and negotiations while maintaining a customer-centric approach
• Maintain accurate opportunity, pipeline, activity, and forecast information within Salesforce
• Partner with Implementation, Onboarding, Customer Success, Support, and Product teams to deliver a seamless customer experience
• Develop understanding of Updox solutions, partner offerings, healthcare workflows, and the competitive landscape
• Consistently achieve or exceed established revenue targets and sales KPIs
• Success measured by revenue and quota attainment, upsell and cross-sell growth, qualified pipeline creation and coverage, conversion and win rates, forecast accuracy and pipeline discipline, and execution of the Sandler sales process

Customer Success Manager

• Establish and maintain relationships with clients
• Serve as the main point of contact and build an advisory relationship at scale
• Oversee clients at scale
• Help clients understand the value and ROI of their investments in the solutions
• Guide clients in optimizing product usage to achieve business goals
• Identify opportunities to upsell and cross-sell features that enhance client success
• Provide low-level support to the customer support team and assist with complex issues or escalated client problems
• Deliver customized product training sessions to client groups
• Provide ongoing support to facilitate optimal product usage and customer satisfaction
• Work with the support team on implementation and brand inquiries to ensure satisfactory resolutions