HA
HarmonyCaresScheduling Analyst
Key role within HarmonyCares Medical Group managing provider schedules and patient engagement. Collaborating with various teams to ensure effective scheduling and communication of services.
About the role
- Own the CPQ Platform
- Lead the end-to-end design, configuration, and management of Salesforce CPQ, including product catalog, pricing, discounting, and approvals
- Partner with RevOps, Product and Finance to align CPQ with go-to-market strategy and deal workflows
- Drive improvements to quoting speed, accuracy, and scalability through automation and best practices
- Help manage integrations between Salesforce CPQ, DocuSign Conga, NetSuite, and Zone Billing
- Collaborate with other business system colleagues and external partners on integration architecture and data flow optimization
- Ensure the end-to-end quote-to-cash process is seamless, accurate, and scalable
- Evaluate new Salesforce CPQ capabilities and guide business partners on the art of the possible
- Troubleshoot complex issues, perform root cause analysis, and implement sustainable fixes
- Maintain data quality and governance across products, pricing, quote, order and subscription records
- Act as a subject matter expert (SME) for CPQ capabilities and processes
- Educate business stakeholders on system capabilities and design tradeoffs
- Translate complex technical configurations into clear, business-friendly explanations
Requirements
- 7+ years of hands-on Salesforce experience, with 5+ years focused on Salesforce CPQ (Revenue Cloud)
- Proven expertise across CPQ configuration, pricing logic, complex price rules, product rules, advanced approval workflows, and quote templates
- Experience with DocuSign and Conga
- Experience with ERP and Billing system integrations
- Strong understanding of quote-to-cash and revenue recognition processes in SaaS
- System-level thinker that sees how CPQ fits within the larger revenue and data ecosystem
- Naturally curious and asks “why” instead of ‘how’ to uncover root causes and push for smarter design
- Bilingual in business and tech
- High Emotional Intelligence (EQ)
- Collaborative, approachable, and able to influence without authority
- Self-starter with a continuous improvement mindset and a bias for action
Benefits
- Highly competitive salary based on your local market’s compensation data
- Flexible paid time off
- 11 Paid Holidays
- Health, Dental, Vision, Disability, and Life Insurance
- Parental Leave
- Pet Insurance
- 401(K) with Company Match
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
HA
HarmonyCaresScheduling Analyst
Scheduling Analyst developing strategies for patient engagement within HarmonyCares Medical Group. Collaborating with various stakeholders to enhance scheduling efficiency for home - based primary care services.
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