(US) Commercial Services Representative (6 month contract)
pointclickcareRemote
Posted 2 months ago
PointClickCare
AI summary
The Commercial Services Representative supports Marketplace quoting, product corrections, cancellations, and customer service requests, ensuring accuracy and compliance with contracts. This role involves using Salesforce and RCA for transactions and collaborating with multiple teams.
Eligible from: Worldwide
Job Description
Position Summary:
The Commercial Services team supports Marketplace quoting, product corrections, cancellations, and day-to-day Customer Success requests, ensuring customer contract and case changes are executed accurately and in alignment with pricing, policy, and contractual standards. The team partners closely with Marketplace Strategy, Sales, Finance, Legal, and Customer Success, and offers exposure to multiple areas of the business. Team members work remotely or hybrid, with the Head Office located in Mississauga.
The Commercial Services Rep supports the accurate execution of Marketplace quotes, product corrections, cancellations, and Shared Services case requests. This role follows established processes and tooling in Salesforce and RCA to process day-to-day quoting and customer service transactions, escalating non-standard or ambiguous scenarios to senior team members.
This is a 6 month contract position. Approximate dates: September 7, 2026 -March 5, 2027
Responsibilities
Key Responsibilities
Marketplace Quoting & Order Processing
• Create, review, and process Marketplace quotes, ensuring accuracy of pricing terms, contractual details, and effective dates
• Process product correction and cancellation quotes according to established policy and procedures
• Validate quote and billing details prior to execution to help prevent downstream errors
• Escalate ambiguous or non-standard quoting scenarios to senior specialists
Shared Services Case Management
• Process and resolve day-to-day requests from Shared Services queue in a timely and accurate manner
• Support case routing, data validation, and use of AI-enabled tools to improve workflow efficiency
• Maintain accurate records and documentation in Salesforce and related systems
Cross-Functional Collaboration
• Partner with Senior Specialists within the Commercial Services team to support Marketplace and Customer Success teams
• Respond to routine questions from Customer Success on case status
• Support coverage across Marketplace quoting and Shared Services requests as needed
Process Support & Continuous Learning
• Follow standardized processes and documentation for Marketplace quoting and Shared Services workflows
• Identify and flag recurring issues or discrepancies to Senior Specialists for resolution
• Participate in training and continuous learning to build proficiency across Commercial Services functions
Requirements
Qualifications & Skills
Minimum:
Preferred:
About the job
- Posted on
- Aug 17, 2026
- Job type
- Contract
- Location
- Remote or In OfficeRemote
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