Pricing Operations Analyst
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Job Location:
Monthly Salary:
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Caseware is one of Canadas original Fintech companies having led the global audit and accounting software industry for over 30 years with more than 500000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
You will own the operational backbone of pricing: clean SKUs accurate price books CPQ rules and audit-ready change control. Your work ensures Sales can quote quickly and correctly Finance can recognize revenue and customers experience consistent pricing globally.
What Youll Do:
- 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.
What youll bring:
- 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-tocash.
- 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.
- Experience with pricing platforms (Pricefx/PROS/Vendavo) and data tools (dbt Fivetran) or scripting (Python).
- Channel/distributor pricing exposure and regional localization workflows.
- Success Measures (12 Months): 99% quote accuracy; <24h average quote turnaround for standard deals.
- Clean SKU catalog with deprecation of legacy items and zero duplicate SKUs.
- Timely error-free price book refreshes and audit-ready change logs.
- Reduced discount approval escalations via CPQ guardrails.
- 30 days: Inventory current SKUs/price books map systems and owners document change process.
- 60 days: Deliver cleaned SKU taxonomy and initial CPQ rule set; publish weekly price realization dashboard.
- 90 days: Launch new price books/launch credit mechanics; complete first audit of quote accuracy and cycle time improvements
Nice to Have :
30/60/90 Day Plan (Outcomes):
Whats in it for you:
Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting constantly pushing the boundaries to create impactful software solutions.
We are committed to a collaborative culture where your ideas are valued and knowledge sharing is encouraged within a supportive inclusive team.
Work-life balance is important to us. We offer flexible work options remote opportunities and generous time-off policies to ensure a healthy work-life balance.
We offer competitive compensation including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
Recognition and rewards matter to us. We celebrate hard work through recognition programs performance bonuses and opportunities for career growth.
We embrace global opportunities. Work on international projects and collaborate with a diverse global team.
About Caseware:
Casewares cutting-edge software products are meticulously designed for accounting firms corporations and teams are continually collaborating innovating and building upon our existing suite of products. With a customer-focused mindset we are building technology that is shaping what the future of audits financial reporting and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020 Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
One of Casewares core values is Many Voices One Team and with that in mind were dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process please e-mail our People Operations team at emailprotected.
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residingin the Netherlands and Germany are excluded from undergoing background checks via
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @ and our open positions are always listed on reputable job boards and on our website We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer proceed with extreme caution.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
IC
Key Skills
- Inventory Control
- Microsoft Access
- Math
- Pivot tables
- Pricing
- Analysis Skills
- Computer Literacy
- Cost Accounting Standards
- Microsoft Excel
- Financial Analysis
- Contracts
- Analytics
About Company
Accounting, audit, analytics and compliance software built by seasoned accountants. Manage your audit and financial reporting more efficiently with less risk.
