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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling and pricing analytics to support B2B Payments sales cycles, while effectively collaborating with cross-functional teams to drive strategic insights and decision-making.
Highest-signal resume keywords
Financial ModelingPricing AnalyticsAdvanced MS ExcelTreasury ManagementBusiness Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingPricing AnalyticsAnalytical Data ModelsStructured DatasetsChange Management
Soft Skills
Business AcumenOrganizational SkillsDeadline Management
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
B2B PaymentsClient ProposalsCompetitive Pricing IntelligenceCross-Functional Collaboration
About the role
Key responsibilities & impact- Support the B2B Payments sales cycle by completing financial modeling for client opportunities
- Prepare required pricing artifacts to support the sales and proposal process
- Partner with cross-functional stakeholders to gather, validate, and incorporate inputs into financial models and pricing proposals
- Design, build, and maintain a database of client pricing proposals
- Capture historical pricing information and competitive pricing intelligence
- Conduct regular and ad hoc pricing analytics on client proposals and competitor pricing information
- Identify insights that provide strategic guidance and help position the sales team for success
- Maintain an organized library of client pricing proposal artifacts
- Serve as a strategic liaison with Finance and Solution Management
Requirements
What you’ll need- Bachelor's Degree or equivalent work experience (4 years) and 3+ years experience
- 2+ years in Treasury Management
- 2+ years in financial/business analyst role
- Experience designing analytical data models and building structured datasets to support reporting, insights, and decision-making
- Advanced MS Excel skills
- Demonstrated business acumen and ability to manage multiple priorities in a deadline driven fast paced environment
- Experience suggesting and implementing changes to processes and procedure and driving change management initiatives
Benefits
Comp & perks- Competitive benefits starting on day one
- Healthcare (Medical, Dental, Vision)
- Paid Time Off, Volunteer Time Off, and Holidays
- Employer-Matched Retirement Plan
- Employee Stock Purchase Plan
- Short-Term and Long-Term Disability
- Infertility Treatment, Adoption and Surrogacy Assistance
- Tuition Reimbursement
- Commission or an annual performance incentive plan
