Pricing Business Analyst — Value Desk-1

Unlock Employer

Posted Sep 2, 2026

Remote · US · ask about Worldwide Full Time
$70.7K – $80K/yr

Overview

This role serves as a Pricing Business Analyst, supporting pricing negotiations, counter-offers, and commercial decision-making with financial modeling and analysis. The work is both reactive and proactive: provide live escalation support during Winning Clinic calls and deliver ongoing preparation, insights, and coaching to improve team performance over time.

Responsibilities

  • Pricing analysis & counter-offers

    • Build BPS and CPG counter-proposals for competitive offers.
    • Calculate the financial impact of proposed concessions before they are offered.
    • Deliver counter-offers within under 48 hours from escalation to counter-offer delivered.
  • Monthly Business Review (MBR) preparation

    • Co-own the MBR process by pulling account-specific data, including volume trend, Edge gap, rebate entitlement, and peer benchmarking.
    • Structure and validate the deck prior to delivery to the AM.
    • Initially work hands-on; target state is automated deck generation with BA validation.
  • Win/loss analysis

    • Track save attempts as won, lost, pending, or stalled with no response.
    • Identify patterns such as competitors, BPS, tier, and underlying reasons.
    • Surface monthly root cause findings to the Manager to strengthen the retention feedback loop.
  • Product gap identification

    • Identify accounts with underutilized program benefits: Edge, CLI, IFTA, Secure Fuel, Autopay.
    • Prioritize product gaps based on revenue impact and flag to the AM or Advisor.
  • Coaching AMs and Advisors

    • Run a monthly debrief covering what worked, what did not, which objections were handled well, and which were escalated too early.
    • Coach on winning approaches, including framing value before price, identifying the customer’s real objection, and closing winnable saves in the room rather than escalating too quickly.
    • Build and maintain a playbook to preserve institutional knowledge.
  • Winning Clinic / Value Desk escalation support

    • Act as the live escalation resource during Winning Clinic calls.
    • Provide real-time BPS modeling, fee waiver authorization, and counter-proposal support while the AM or Advisor remains on the call.
  • RFIs / RFPs

    • Support AMs on formal procurement requests within their book by building the pricing model, competitive positioning, and financial justification.
    • Co-own any RFP above standard contract complexity or above AM pricing authority, escalating to the Manager for final review.
    • Maintain turnaround discipline since unanswered or late RFPs can result in lost accounts.
  • Reporting infrastructure — status vs. targets

    • Partner with D&A to build a live dashboard tracking performance against model-defined targets, including contact ratio, saved accounts, revenue preserved, and portfolio health score by tier and role.

Requirements / Experience

  • 2–5 years in pricing, financial analysis, revenue management, or a comparable analytical B2B role.
  • Ability to build BPS or CPG counter-offer models under time pressure while a live negotiation is underway.
  • Strong analytical skills and experience building financial models.
  • Commercial curiosity and ability to understand customer needs.
  • Experience translating data into a compelling narrative for leadership or partner audiences.
  • Able to coach front-line AMs and Advisors.
  • Salesforce proficiency, including win/loss and pricing case data.
  • Fleet, fuel card, or fintech background, including familiarity with CPG pricing, rebate structures, and basis points.
  • Experience running a formal win/loss analysis process.
  • Experience coaching or training a sales, account management, or retention team.
  • Comfortable working directly from live call escalations.

Compensation & Benefits

  • Pay Range: $70,700.00 - $80,000.00
  • Base pay is one component of total compensation.
  • Most sales positions may be eligible for commission under an applicable plan.
  • Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan.
  • Benefits may include health, dental, and vision insurance; retirement savings plan; paid time off; health savings account; flexible spending accounts; life insurance; disability insurance; tuition reimbursement; and more.

Location

Not specified in the provided job description.

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