Sales Operations Quote to Cash

Sales Operations Quote to Cash at Merative

Merative's Merge medical imaging solutions offer intelligent, scalable imaging workflow tools and deep expertise to help healthcare organizations improve patient outcomes and optimize care delivery. Trusted by leading U.S. health systems, Merge empowers organizations with advanced medical imaging solutions for VNA, PACS, Enterprise Image Viewing, and Workflow Orchestration, as well as Cardiology and Digital Pathology solutions.

About the Role

This client-facing role, operating under minimal supervision, is responsible for managing a defined client portfolio, closing Merge Hemodynamic Accessory sales, handling quote-to-invoice activities for all sales transactions, and ensuring exceptional client engagement across pre-sales and post-sales. You will be accountable for efficiently managing client quotes and contractual terms to achieve revenue-generating order processes. This involves guiding sellers, ensuring quote accuracy before customer distribution, and architecting an effective order management program.

Essential Job Duties:

• Accountable for accurate and timely order management for all orders, ensuring accuracy and applicability of sales order terms and conditions by understanding client uniqueness, governing terms, and product-specific requirements.
• Populate and maintain a customer records database to support opportunity pipeline management.
• Manage and process sales of the Merge Hemodynamic accessory product line within the assigned account portfolio.
• Review order-related documents for consistency and accuracy in alignment with Merge business controls and all Regulatory requirements.
• Approve client portfolio quotes in the quote tool, ensuring accurate order and invoice handling post-execution.
• Design and implement changes to the quote-to-cash workflow when product parts and pricing changes occur.
• Be available at various hours and during peak volume periods.
• Attend forecast meetings with global sales teams and provide guidance for contract architecture that accomplishes customer needs and upholds post-sale standards in Q2C processing.
• During the sales cycle, ensure all material required to complete the quote is in place by working closely with the sales team, following up, and participating in closing pipeline deals.
• Utilize Excel functions to produce pivot tables, charts, and trending analysis for tracking metrics and supporting business process improvements.
• Develop strong relationships with clients and internal teams to provide a high-quality client experience.
• Understand complex client and contracting situations, discuss challenges with appropriate departments, and follow through to ensure internal and external client satisfaction.
• Proactively engage with sales, legal, finance, client success, product, and other business process leaders during contract negotiations, extensions, and amendments.

Basic Qualifications:

• Prior experience in a client-facing business role and with order-to-cash principles.
• Strong communication skills, with the ability to effectively communicate with a diverse audience.
• Understanding and demonstrated ability to utilize and leverage business tools such as Salesforce.com or other CRM systems, ERP systems, Microsoft Outlook, Word, PowerPoint, and Excel (proficiencies include charts, pivot tables, VLOOKUP’s, if statements, etc.).
• Ability to react well in a fast-paced environment and follow through on commitments.
• Display poise and professionalism in challenging situations.

Preferred Skills:

• Prior experience in the Healthcare IT industry.
• Experience with business controls such as SOX and Regulatory Requirements.

Education and Certification Requirements:

Bachelor’s degree is desired, or equivalent job experience.

Work Environment:

Remote or office/home hybrid. Travel requirements: less than 5%. Ability to work overtime as needed during key peak business and project cycles.

Compensation:

The salary range is $54,960.00 - $82,440.00 USD. Actual salary may vary based on experience, qualifications, and specific role requirements. For base-salary + commission sales roles, the range represents On-Target Earnings.

Benefits:

Merative offers a comprehensive benefits package including flexible vacation, paid leave, health, dental, and vision insurance, 401k retirement savings plan, infertility benefits, tuition reimbursement, life insurance, and EAP.

Key skills/competency:

• Sales Operations
• Quote to Cash
• Order Management
• Client Engagement
• CRM Systems (Salesforce.com)
• ERP Systems
• Excel Proficiency
• Contract Management
• Healthcare IT
• Financial Acumen