Senior Commercial Pricing & Profitability Advisor

Overview

This role involves serving as a Commercial Pricing & Profitability Advisor for the organization’s Professional Services team. The position focuses on bringing a Commercial Pricing & Profitability tool to life for financial institutions by advising leadership on best practices, translating pricing requirements into solution designs and functional specifications, and working with technical teams to implement those designs. Depending on the engagement, the work may include shaping a bank’s approach around the tool’s strengths or adapting the tool to align with how the institution prices today. Workshops, training, and clear project updates support adoption and ongoing confidence.

The organization has a strong preference for a hybrid work setup at its headquarters in Wilmington, NC, but also supports a remote environment in the U.S. within the Eastern Time Zone.

Responsibilities

• Serve as the primary liaison between clients and the technical team, translating business requirements into solution designs and detailed functional specifications to drive measurable business value within project scope. Escalate program-related issues and concerns promptly and professionally to maintain momentum and ensure customer satisfaction.
• Provide strategic consulting using knowledge of the banking industry and organizational best practices, including insight on industry trends and regulatory requirements.
• Identify innovative, efficient solutions to complex problems through benchmarking and analysis; recommend best practices and improvements.
• Demonstrate deep product expertise, including technical functionality and a high-level data model. Guide customers in leveraging product capabilities to meet specific needs and objectives, including conducting product demonstrations and training.
• Provide ongoing support and troubleshooting, advocating internally for product gap resolutions on behalf of customers.
• Drive product vision and adoption across financial institutions by building relationships with stakeholders at all levels (from executives to individual contributors) and championing product benefits and features.
• Provide comprehensive project status updates and risk assessments to peers and senior management, including detailed reports and presentations covering progress, potential risks, and mitigation strategies.
• Deliver actionable insights that enable informed decision-making; ensure transparent, consistent communication across project stakeholders.
• Use project management tools and methodologies to track progress and manage resources effectively. Apply change management principles to support customer adoption and seamless transitions.
• Apply agile principles and the organization’s project methodology to ensure adherence to best practices, leading implementation of processes that support successful delivery and continuous improvement.
• Act as a primary contact and advisor for SI partners delivering solutions: provide guidance, ensure alignment with project goals, and conduct tradeoff analyses to support customization requests and informed decision-making. Ensure SI partners deliver high-quality solutions consistent with organizational standards.
• Conduct regular status meetings with the project team to review progress, prioritize tasks, resolve issues, maintain a detailed project schedule, and ensure team members understand responsibilities and deadlines.
• Provide training, support, and guidance to end-users, including workshops and documentation to facilitate user adoption and proficiency.
• Leverage AI tools and techniques to enhance efficiency by automating routine tasks to improve accuracy, save time, and minimize errors.
• Use AI-driven insights to refine decision-making, improve customer experience, and boost productivity while ensuring measurable value.
• Stay informed on AI advancements to support continuous learning and scalable growth.

Requirements

Required

• Undergraduate degree in a relevant field (e.g., Business, Management, Information Technology) or equivalent experience.
• 5+ years of professional experience in banking or a related field.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Proven ability to manage complex tasks with precision, using strong organizational, time management, and problem-solving skills.
• Effective communication across all levels, translating complex information into clear, audience-appropriate messaging.
• Successful experience leading projects with minimal oversight, demonstrating initiative while escalating issues when needed.
• Ability to build credibility and influence through transparent communication, collaborative engagement, and follow-through.
• Active support of organizational change by identifying opportunities for improvement and constructively challenging existing processes.

Desired

• Salesforce experience.
• Position may require travel.
• Previous project management experience.
• Background in multiple lines of business in banking and expertise in loan pricing methodology.
• Familiarity with agile software delivery practices and concepts.

Compensation & Benefits

• Base Salary Range: $81,600 - $138,700 USD
• The pay range is based on relative market data and alignment with the organization’s compensation philosophy. The posted range reflects the minimum and maximum of the pay range for the role and is used to determine new hire rates/salaries, considering factors including knowledge, skills, abilities, proficiencies, experience, education, licensures/certifications, and business/organizational needs.
• The organization reserves the right to modify the posted range in line with internal practices and external market movement.
• Base salary is one component of the total compensation package.

Location

• Hybrid work at headquarters in Wilmington, NC (preferred)
• Remote in the U.S. within the Eastern Time Zone (open)

Equal Employment Opportunity

The organization provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics, or other protected groups. Reasonable accommodations are available for qualified individuals with disabilities as part of the application and interview process and to perform essential job functions.