The Customer Pricing Specialist provides direct support to all sales team in the structuring, pricing and approving of quotes / bids and training the sales team on the use of tools and process.

The Customer Pricing Specialist will review all quotations, quote emails and do a deep data analysis of the sales pipeline.

This role is responsible for reviewing and working with the sales team in all phases of the development, review, and acceptance of quotes and bids.

Responsibilities

Pricing / Analysis

• Establishes price and portfolio discount planning
• Reviews and provides pricing information for key bids and quotes
• Structures complex deals and provides negotiation support
• Performs margin analysis on key deals
• Gives guidance on complex deal structures and elevate specialized issues to appropriate department for resolution and approval
• Ensures all quotes provide the required margin and reviews for quality assurance, business and operational compliance
• Responsible for using market pricing trends and competitive analysis for future bids
• Reviews quote / deal financials, pricing and business risk
• Assists Directors, Sales on an as needed basis in quote desk and pricing strategies
• Coordinates with product marketing and operations to optimize pricing and margin and other functions on deal solutions

Managing the Deal Approval Process

• Supports sales team throughout complete sales cycle to meet customer needs
• Coordinates deal reviews with sales, support training, development, and compliance with operational policies
• Shepherds bids through the approval process including coordination of legal contract review and approval
• Escalates any non-standard terms and conditions to management and legal as appropriate
• Collects and reports data as requested by the VP, Sales Operations
• Collaborates with sales to learn and understand proper business judgments to lead to self-sufficiency in deal desk processing including margin retention
• Performs reporting functions on an ongoing and timely basis including summary of type, area, value and product type of approved quotes, deals and pipeline the quote desk processed
• Maintains accurate and complete information for customer accounts and activities in Customer Relationship Management system (CRM)
• Ensures bid documentation is in compliance with customer requirements and company standards

Reporting / Documentation

• Owner of win / loss process, metrics and reporting
• Provides business intelligence regarding trend analysis on productivity, margins, rates, service offerings, etc.
• Maintains training documentation on policies and process
• Reviews metrics and reporting to focus attention and resources effectively and maintain accurate statistics for the quote desk process
• Completes and maintains accurate records of approved deals and communication

Position Requirements

Formal Education & Certification

Bachelor’s degree or equivalent required

Knowledge & Experience

Must be analytically-minded and a critical thinker

Qualifications & Characteristics

• Ability to build and maintain complex computer applications and programs that perform analysis, organize data and create reports from various sources
• Ability to capture and document reporting requirements from multiple sources
• Strong written, verbal and presentation skills
• Advanced Microsoft Excel skills - pivot table and vlookups proficiency required
• Advanced Microsoft Access skills preferred
• Advanced Microsoft Outlook skills preferred
• Strong problem solving skills
• The ability to multi-task
• The ability to work in a team environment

Work Environment

• 60 / 40 hybrid work environment after training is completed (3 days in office, 2 days remote)
• Sitting for extended periods of time
• Dexterity of hands and fingers to operate a computer keyboard, mouse and other computer components

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Last updated : 2024-05-15