Pricing Specialist

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

📋 Description

• Analyze the existing merchant processing statements of potential clients to evaluate current expenses, effective rates, and interchange usage.

• Identify inefficiencies in pricing, opportunities for improvement, and misalignments in programs.

• Generate data-driven summaries that quantify potential savings.

• Assess client business profiles, transaction volumes, and industry segments to find the best fit for the Payliance program.

• Stay informed about Payliance's product offerings and program portfolio.

• Collaborate with sales leadership and product teams regarding complex or high-volume accounts.

• Create tailored pricing proposals alongside sellers.

• Develop narrative proposals that articulate value, savings, and program recommendations.

• Maintain pricing templates, tools, and calculators.

• Coordinate internal approvals for non-standard or exceptional pricing.

• Assist sellers during client interactions, presentations, and proposal submissions.

• Prepare and format final proposals for delivery to clients.

• Address ad hoc pricing inquiries, revisions, and competitive re-quotes.

• Monitor proposal outcomes and conversion metrics.

• Collaborate with Operations and Finance on pricing feasibility and margin requirements.

• Provide competitive pricing insights to product and leadership teams.

• Aid in onboarding new sales team members on pricing tools, methodologies, and program structures.

⛳️ Requirements

• Over 5 years of experience in payments, merchant services, or financial services pricing, analysis, or sales support.

• Strong knowledge of credit/debit card interchange, processing fee structures, and terminology within the payment industry.

• Demonstrated ability to read and interpret merchant processing statements.

• High proficiency in Microsoft Excel or Google Sheets for financial modeling and analysis.

• Exceptional attention to detail and accuracy in numerical analysis.

• Strong written and verbal communication skills, with the capability to present complex data clearly.

• Ability to thrive in a dynamic sales environment.

• Preferred experience with payment processing platforms, merchant portals, or CRM systems such as Salesforce.

• Familiarity with lending interchange programs is a plus.

• Previous experience supporting a B2B sales team in a pricing analyst or sales engineer role is preferred.

• An Associate's or Bachelor's degree in Finance, Business, Economics, or a related field is preferred.

• Experience in a private equity-owned, venture-backed, or rapidly growing startup environment is preferred.

• Proven ability to utilize AI tools for statement reviews, proposal drafting, and pricing analysis is preferred.

• Experience in applying AI to enhance recurring workflows is preferred.

• Ability to assess the accuracy of AI-generated outputs is preferred.

🏝️ Benefits

• Performance-driven annual bonus of up to 10% of base salary.

• Comprehensive Medical, Dental, and Vision insurance.

• 401(k) plan with company matching contributions.

• Generous paid time off along with paid company holidays.

• Company-funded life and long-term disability insurance.

• Paid parental leave.

• Remote-first work culture.

• Occasional travel for team gatherings, sales meetings, or company events.