Pre-Sales Consultant, Professional Services

Hires remotely
Anywhere ๐ŸŒŽ
Full Time
Opening date
Closing date
23 Jan 2022

PointClickCare is the leading North American cloud-based healthcare software for the acute and long-term and post-acute care markets. For over 20 years, the company has held the same vision โ€“ to help the world care for vulnerable populations. Since its inception, PointClickCare has grown exponentially with over 1,700 employees today all working towards impacting the lives of millions. Recognized by Forbes as one of the Top 100 Private Cloud Companies and acknowledged by Waterstone Human Capital as Canadaโ€™s Most Admired Corporate Culture, PointClickCare leads the way in creating cloud-based software. With its recent acquisition of Collective Medical, PointClickCare solidifies its position as a high growth healthcare software provider, serving over 21,000 long-term and post-acute care providers and over 1,300 hospitals. Their shared mission to support vulnerable populations is allowing PointClickCare and Collective Medical to connect disparate points of care at scale faster than anyone else in the market.

Position Summary:

As a member of the Professional Services team, the Pre-Sales Consultant, Professional Services is responsible for the preparation, review and approval of services estimates for customer implementation projects in order to ensure the proper level of effort and solution fit, reducing risk and non-billable service time. This role supports sales with facilities under 1,000 beds.

Key Responsibilities:

  • Participating in both onsite and online pre-sales presentations with members of the sales team to position the value of PointClickCare professional services as a competitive differentiator.
  • Driving requirements and gathering with our customers during the sales cycle.
  • Translating customer requirements into a statement of work (SOW) or services proposal that will meet the customerโ€™s overall business objectives, solution requirements, and cost and timeline objectives.
  • Conducting careful and timely reviews of service quotes with the goal to review overall accuracy and reduce non-billable service time.
  • Authorizing delivery of SOWs and other services proposals.
  • Supporting the maintenance of estimation process documents, tools and SOW templates. And providing ongoing feedback and process improvements on the review, preparation and confirmation of service estimates.
  • Facilitating project hand-off/customer hand-off meetings between Sales and Professional Services for won opportunities.
  • Assisting the sales team in reviewing and responding to request for proposals (RFPโ€™s).


  • Proven experience in a Services or Software sales, Project Management, or Consulting role.
  • Experience presenting and negotiating services or software proposals.
  • Experience implementing software solutions and understands software implementation project lifecycle.
  • Ability to understand customer business needs in order to align the business need into PointClickCare system capabilities.
  • Experience in developing and presenting services proposals as part of a SaaS offering, including creating SOWs.
  • Knowledge on responding to and analyzing RFP/RFI/RFQs.
  • Strong written and verbal skills; including the ability to present technical issues to a non-technical audience.
  • Results driven with a proven ability to project a positive sales attitude.
  • Demonstrated interpersonal and communication skills, with the ability to present in a group setting.
  • Professional self-starter, able to work collaboratively with others.

It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact [email protected] should you require any accommodations.

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