Pricing Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead the development of pricing strategies and conduct profit and loss analysis at the deal level for primary business lines and supporting solutions.

• Collaborate with senior management, Client Growth Management, Sales, Product, and Finance teams to integrate competitive and market pricing insights.

• Formulate pricing strategies aimed at acquiring new business and maintaining current client relationships.

• Engage with credit unions and banks in partnership with Sales and Account Management teams.

• Facilitate discovery and design sessions as required to align customer pricing with product mix objectives.

• Offer consultative support to Sales and Client Growth Management regarding the services to be utilized.

• Identify expectations and preferences regarding pricing element structures.

• Collaborate with Business Development to create proposals for renewals and new sales opportunities.

• Generate pricing proposals based on insights from discovery calls, emails, and CRM data.

• Provide pricing guidance while aiming to maximize profit margins while considering competitive dynamics.

• Develop intricate financial analyses, pro forma models, and presentations.

• Present pricing and incentive proposals, dividends, and value propositions both internally and externally.

• Establish, implement, and oversee Velera pricing processes and procedures while securing necessary authorizations.

• Analyze trends in competitor pricing.

• Conduct financial analysis, reporting, and modeling for core and ancillary products across various business units.

• Support services such as Credit, Debit, Billpay, Contact Center Services & Solutions, Co-op Network ATM and POS Network, Zelle, and other commercialized products.

• Develop, assess, and launch new pricing structures while adhering to established pricing margins.

• Manage the workflow of proposal teams through queue management, reporting, centralized email boxes, or CRM queues.

• Lead enterprise-wide pricing initiatives, ensuring the accurate and timely publication and distribution of pricing updates.

• Maintain historical pricing data and work with Product teams to identify emerging trends and methodologies, driver bases, or naming convention opportunities.

• Mentor and provide cross-training to Pricing Analysts.

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor’s degree in a relevant field is required.

• A minimum of seven (7) years of business experience in finance or pricing roles.

• At least four years of related experience in financial analysis and complex modeling/data analysis is required, or a suitable combination of education and experience.

• A solid understanding of pricing theory and economics is essential.

• Proven experience in formulating and presenting strategic recommendations to senior management.

• Strong analytical skills, with advanced knowledge in pricing analysis and financial model development, database software, data mining, information extraction, and Velera analytics tools.

• Develop a comprehensive understanding of revenue and expense drivers, as well as pricing across Velera products including card services, bill pay, contact center, EFT Network, Network ATM Only, Zelle, and other lines of business.

• Willingness to travel as needed, less than 5% of the time.

• This role is not currently eligible for sponsorship.

• A master’s degree in a business discipline is preferred.

• Master’s level degree or other relevant certifications (CPA, CMA, CPCA) are preferred.

• Experience in the payment industry is preferred.

• Previous experience in high-performing, cross-functional team environments is preferred.

• Familiarity with sales automation software is preferred.

• Knowledge of Configure, Price, and Quote (CPQ) – Deal HUB is preferred.

• Experience with Customer Relationship Management Software – Salesforce.com is preferred.

🏝️ Benefits

• Competitive wages

• Medical with telemedicine

• Dental and Vision

• Basic and Optional Life Insurance

• Paid Time Off (PTO)

• Maternity, Parental, and Family Care leave

• Community Volunteer Time Off

• 12 Paid Holidays

• Company Paid Disability Insurance

• 401k (with employer match)

• Health Savings Accounts (HSA) with company contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

• Mental Health and Well-being: Employee Assistance Program (EAP)

• Tuition Reimbursement

• Wellness program

• Remote-first, flexible work environment