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Sales and financial planning Solution Architect

Salary undisclosed

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Key Requirements:

  1. Sales Forecasting Focus:
    • Tools must support sales forecasting for large group commercial accounts in the healthcare sector.
    • Ability to handle complex pricing models, rate setting, and discounting strategies.
  2. Integration:
    • Seamless integration with Salesforce is essential to leverage existing CRM data.
    • Capability to integrate with other healthcare systems and data sources, including claims processing and provider network databases.
  3. Healthcare Benchmarking:
    • Access to or integration with healthcare-specific benchmarking data to inform forecasts and strategic planning.
  4. AI and Predictive Analytics:
    • Advanced AI-driven predictive analytics to enhance forecast accuracy and identify trends.
    • Ability to model different scenarios and assess risks within the sales pipeline.
  5. Customization and Scalability:
    • Customizable features to accommodate the specific needs of large group accounts.
    • Scalability to support operations across multiple states with potential regional variations.
  6. User Experience:
    • Intuitive user interface for ease of use by sales teams.
    • Role-based dashboards and reporting capabilities for different organizational levels.
  7. Data Governance:
    • Strong data governance features to ensure data quality and compliance with healthcare regulations like HIPAA.
  8. Additional Features:
    • Automated alerts for significant changes in account status or forecast performance.
    • Collaborative forecasting capabilities to facilitate input from various stakeholders.

Objective:
Our goal is to enhance our sales forecasting capabilities, improve revenue operations, and better manage large group commercial accounts by implementing a robust, integrated solution that aligns with our strategic objectives. Please provide information on how your solution meets these requirements, including any unique features or capabilities that differentiate your product in the market. Feel free to adjust or add any specific details that might further refine your request based on internal priorities or additional considerations.

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