Strategic Pricing Analyst
ClairoSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, SaaS, Accounting Software, Audit SoftwareIndustries
Requirements
- Up to 3 years in Pricing Operations, CPQ administration, or Product Operations within B2B SaaS
- Hands-on Salesforce CPQ (or equivalent) experience configuring products, price rules, approvals, and quote templates
- Practical knowledge of ERP/billing (NetSuite, Oracle, Zuora) and how SKUs flow through order-to-cash
- Advanced Excel/Sheets; working SQL; comfort with large data reconciliation and VLOOKUP/INDEX-MATCH mastery
- Detail-obsessed with strong documentation discipline and change-management acumen
- Nice to Have: Experience with pricing platforms (Pricefx/PROS/Vendavo) and data tools (dbt, Fivetran) or scripting (Python)
- Nice to Have: Channel/distributor pricing exposure and regional localization workflows
Responsibilities
- SKU taxonomy & lifecycle: Design and maintain a scalable SKU hierarchy for bundles, add-ons, usage/overage, and regional variants; govern naming, attributes, and deprecation
- Price book management: Build/maintain global and regional price books, including FX, rounding rules, customer segments, and promotional/launch credits
- CPQ configuration: Implement product rules, dependency logic, guided selling, approval thresholds, and discount/term constraints aligned to strategy
- Change control & audit: Operate a formal price/SKU change process with versioning, effective dates, approvals, and SOX-friendly documentation
- Data quality & reporting: Reconcile CPQ/ERP/CRM price data; monitor price realization, SKU adoption, and quoting accuracy; publish weekly dashboards
- Renewal & migration enablement: Create migration SKUs, mapping tables, and auto-renew rules to support bundling-first and tier upgrades
- Tool stewardship: Partner with Sales Ops, IT, and Finance to align CPQ, ERP (e.g., NetSuite), billing, and data warehouse; drive automation and reduce quote cycle time
- Support field readiness: Provide release notes, quick guides, and training for new SKUs/price rules
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What experience is required for the Pricing Operations Analyst role?
Up to 3 years in Pricing Operations, CPQ administration, or Product Operations within B2B SaaS is required, along with hands-on Salesforce CPQ experience configuring products, price rules, approvals, and quote templates, practical knowledge of ERP/billing systems like NetSuite, and advanced Excel/SQL skills.
Is this a remote position or does it require office work?
This information is not specified in the job description.
What is the salary or compensation for this role?
This information is not specified in the job description.
What are the nice-to-have skills for this position?
Nice-to-have skills include experience with pricing platforms like Pricefx/PROS/Vendavo, data tools like dbt/Fivetran or scripting in Python, channel/distributor pricing exposure, and regional localization workflows.
What qualities make a strong candidate for this role?
Strong candidates are detail-obsessed with strong documentation discipline, change-management acumen, and experience ensuring high quote accuracy and clean SKU management in B2B SaaS environments.
Caseware
Provides software for audit and practice management
About Caseware
Caseware provides software solutions focused on audit, assurance, and practice management, primarily for the financial and accounting sectors. Its main product, Caseware Cloud, is a cloud-based platform that enables firms to securely store files, collaborate effectively, and manage their operations efficiently. This platform organizes data, making it easily accessible and simplifying the audit process. Unlike many competitors, Caseware operates on a subscription model, ensuring clients receive continuous updates and support. The company's goal is to help clients gain deeper insights and operate more efficiently, ultimately driving success for both the clients and Caseware itself.
Toronto, CanadaHeadquarters
1988Year Founded
GROWTH_EQUITY_VCCompany Stage
Enterprise Software, Financial ServicesIndustries
501-1,000Employees
Benefits
Hybrid Work Options
Flexible Work Hours
Risks
Integration of LeaseJava may face operational challenges with existing systems.
Data privacy risks arise from the Validis partnership's data processes.
Resistance to AI tools like AiDA may slow market adoption.
Differentiation
Caseware offers cloud-based solutions for audit and financial reporting processes.
The company integrates AI-driven tools like AiDA to enhance auditing efficiency.
Caseware's acquisition of LeaseJava expands its lease management capabilities.
Upsides
Growing demand for cloud solutions boosts Caseware's market potential.
Partnerships with Validis and Xero enhance data management and market reach.
Increased tech investments in accounting firms align with Caseware's offerings.
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