Overview
This role supports Commercial Excellence initiatives for clients within Private Equity Performance Improvement services. The position is open to all U.S. locations.
The team advises companies on Revenue & Margin Management, including margin transparency, product portfolio optimization, SKU rationalization, new product development, pricing, and margin recovery.
Responsibilities
- Advise clients on Revenue & Margin Management, including:
- Margin transparency
- Product portfolio optimization
- SKU rationalization
- New product development
- Pricing
- Margin recovery
- Lead teams executing clients’ ongoing Revenue & Margin Management programs and delivering data-driven business insights.
- Provide leadership on complex commercial improvement engagements, including:
- Communicating with C-level management
- Conceiving and structuring analytical plans to uncover drivers of performance
- Designing actionable solutions to Revenue & Margin Management issues
- Developing implementation plans
- Lead end-to-end project execution, including roadmap design, team and plan management, and delivery of final outputs.
- Contribute to internal team building and creation of intellectual property.
Margin Transparency
- Evaluate current cost allocation processes and mechanisms (cost categories, basis for allocation, etc.).
- Assess profitability by market, customer, product category, SKU, etc.
- Identify and quantify complexity-driven costs-to-serve (e.g., product customization, extra customer service, samples, expedited freight, special customer terms).
- Identify improvements for future product costing analyses (e.g., indirect cost allocations, costs-to-serve) and implementation.
- Assess potential for and implement cost-to-serve premiums and targeted price adjustments, quantifying impact on margin and profitability.
Product Portfolio Optimization
- Assess competitive landscape and customer trends.
- Evaluate product portfolio (financial measures, product life-cycle stage, competitive differentiation).
- Develop product-category-specific sales and investment strategies and implementation plans.
SKU Rationalization
- Use a Cost-to-Serve framework to identify low or negative net margin SKUs and evaluate elimination opportunities.
- Evaluate potential for complexity reduction (e.g., SKU rationalization).
- Implement SKU rationalization and complexity reduction initiatives.
Price Optimization
- Assess value-based and transactional pricing levers, including leakage, discounts, and escalators.
- Assess pass-through opportunities (inflation, material costs).
- Assess pricing discipline across products, markets, and customers.
- Evaluate and improve pricing processes (e.g., price setting, target profitability, approval process for discounts).
- Assess and implement broad-based and selective price increases based on market factors, competitive situations, existing contracts, etc.
- Evaluate whether margin improvements are driven by volume increases, price increases, or mix.
Margin Recovery
- Review costs-to-serve and potential for pass-through.
- Identify and implement recovery opportunities for complexity drivers.
- Assess current pricing/quoting processes for recovering costs-to-serve and implement improvements.
Professional Skills
- Project Management: Own and manage high-quality execution of individual projects; oversee roadmap design, project team management, and final deliverable development and presentation.
- Project Fulfillment: Combine creative problem solving with analytical rigor to drive actionable insights, including development of margin transparency, pricing analyses, reporting frameworks and dashboards, and B2B/B2C customer segmentation and statistical modeling.
- Data Manipulation & Analysis: Analyze client and market data using tools that may include MS Excel, SQL Server, BI tools (e.g., Alteryx, Tableau), and statistical programs (e.g., SPSS, R).
- People & Team Leadership: Motivate, develop, and challenge project team members; provide value-added thinking and mentorship to support junior development.
- Client Relations: Manage day-to-day client relationships and collaborate with internal client teams to define requirements, develop hypotheses, gather data, brainstorm alternatives, and generate recommendations.
Requirements
- Industry experience in B2B and business services; experience working with PE and/or PE relationships is a plus.
- Strong financial acumen, including understanding of P&L and cost drivers.
- 7–10 years of experience focused on Revenue & Margin, including developing and implementing pricing processes and methodology.
- Experience with pricing aspects such as value-based pricing, transactional pricing, discount leakage, and pass-through, including best practices in review and approval processes, waterfall analysis, and tools such as Vendavo.
- Analytical mindset and exposure to tools and technologies, including:
- Relational database (SQL)
- BI (Alteryx, Tableau)
- Statistical (SPSS, R)
- Web analytics (SiteCatalyst, Google Analytics)
- Strong quantitative mindset with excellent communication and interpersonal skills.
- Exceptional project management and presentation skills.
- Outstanding people development and management skills; ability to lead junior team members and guide their careers.
- Demonstrated experience providing intellectual and task leadership on complex projects.
- Ability to work independently in an unstructured environment, think quickly, and respond with confidence and creativity.
- Consulting experience preferred (not required).
- MBA from a top-tier university preferred (not required).
Compensation & Benefits
- Salary range: $125,000–$190,000 annually, dependent on education, experience, skills, and geography.
- Discretionary bonus program: Based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time positions and part-time positions over 30 hours
- Eligible employees may participate in fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages.
- 401(k) retirement plan, with a discretionary contribution if eligibility requirements are met.
- Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
- Vacation and personal days vary based on tenure and role type.
Part-time positions under 30 hours
- Eligible employees may participate in the 401(k) retirement plan, with a discretionary contribution if eligibility requirements are met.
Location
Open to all U.S. locations.