EverHealth - Business Systems Consultant - Remote, US

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.

We are looking for a Sr Business Systems Analyst to support the EverCommerce Business Operations team and focus on implementing and maintaining Salesforce CRM, CRM app ecosystem, CPQ, and other commercial, operational, and data applications across the EverCommerce portfolio. Business Operations is the subject matter on business systems and cross-functional processes and provides both regular support and maintenance and strategic architecture and guidance to help our solutions teams operate efficiently and produce customer value.

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 are 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 are also 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. You provide subject matter expertise in lead to quote, CPQ, and services delivery processes and are conversant in the functions and requirements of cross-functional teams, including Sales, Legal, and Accounting.  You are also familiar with operational solutions working in conjunction with data warehouse and BI tools and are fluent in understanding, developing, and managing data architectures, data flows, and managing data structures and processes.

 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.