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Pricing Manager Resume Example
Extensive experience in financial services with a broad background that encompasses exceptional work ethic including excellent analytical, communication, leadership, and problem-solving skills. Driven and strategic thinker that improves processes, develops performance metrics, and produces analytics to make more informed decisions. Data-driven Pricing Coordinator bringing advanced knowledge of pricing strategies and effective category management approaches. Expert in market trends and consumer buying behaviors. Works effectively with vendors and managers to optimize business results.
- Collaborated in client-specific pricing strategy calls with Sales and Institutional Relations (including RFPs) to determine pricing requirements and service contract offers for institutional clients.
- Project manager and developer of the comprehensive institutional Excel-based pricing model to price institutional clients on an individual basis, addressing rapidly evolving business need for competitive pricing to retain existing clients and to obtain new clients.
- Key contributor in the end-to-end pricing process from running pricing models to determine cost requirements and to identify new opportunities for generating revenue.
- Analyzed revenue and cost data for institutional clients to assist in making pricing decisions and maximize profits.
- Coordinated weekly pricing team meetings (Tableau reporting) with Sales and Institutional Relation Teams on institutional clients and helped develop key tactical and strategic insights to ensure revenue and profit growth.
- Contributed to strategic efforts by working on many cross functional projects to improve communications and efficiencies of processes between diverse teams.
- Managed the workflow (administration and reporting) of pricing requests, request for proposals (RFPs), and implementation requests in CRM (Salesforce).
- Created pricing models and process improvement tools for initiatives that aligned with organizational strategy and goals.
- Recognized by colleagues over career for innovation, tools, and process improvements.
- Resolution of complicated Omni recordkeeping issues using best practices and custom needs of individual plans.
- Led a large loan remediation project to completion by partnering with Legal and Client Services to address 905 retirement plan loans issued in error with 64 plans.
- Improved processes by implementing procedures and creating quality tools for individual projects to ensure they were completed efficiently and within corporate and departmental standards.
- Managed a project involved in transferring $5 billion of Metropolitan Life retirement plans to Great West Life & Annuity, including internal/external communications, development of implementation plan transition schedules, and identifying the system requirements for implementations.
- Worked closely with plan sponsors, consultants, advisors, third party administrators, sales, prior providers, payroll vendors, and various internal departments to convert institutional retirement plans on the GWLA recordkeeping system.
- External/internal communication on multiple levels, development/implementation of plan transition schedules, provided compliance support (IRS/DOL reporting, regulatory compliance, and plan document knowledge), and project/team management.
- Managed multiple customers, tasks and conversion projects by planning and organizing own work to meet changing priorities and diverse customer needs.
- Received a 2005 President's Award at Great West Life & Annuity for providing excellence, innovation, creativity, and dedication to exceptional customer service and improving productivity.
- Created several cost-effective production tools that increased quality, efficiency, and improved controls.
· Created a pricing strategy template that is a “one-stop shop”, replacing 7 different pricing processes through automation and helped Institutional Relations, Sales and Pricing Teams strategize, approve, set client prices, and improved efficiencies by 50%.
· Developed a "bulk run" pricing model solution used for model testing, data analysis, business planning, and pricing institutional clients that has saved ~$200k in annual costs.
· Designed an automated Multiple Employer Plan (MEP) pricing model that helped the Institutional Relations, Sales, and Pricing Teams with pricing analysis on baseline and multiple menu scenarios and has reduced turnaround time from six weeks down to one week.
· Automated plan implementation document (PID) and small client pricing request summary production that saved hundreds of hours of process time.
· Built several pricing metric Tableau dashboards for the Institutional Relations, Sales and Pricing Teams to receive more transparent reporting out of Salesforce that provided insights/tracking of institutional client pricing related requests and greatly improved reporting efficiencies.
· Planned and created the comprehensive menu change template where different business areas can create, approve, and process menu changes for all clients, leading to 50% more efficient workflow.
- Advanced MS Office Suite Excel VBA Tableau
- SQL CRM (Salesforce) Omni
- Competitive, Workflow Analysis
- Consulting, Workflow
- Conversion
- Creativity
- CRM
- Clients
- Client
- Customer service
- Excel VBA
- Financial
- Functional
- Innovation
- Legal
- Meetings
- Excel
- MS Office Suite
- Modeling
- Developer
- Organizing
- Organizational
- Payroll
- Presentations
- Pricing
- Process Improvement
- Processes
- Product Management
- Profit
- Project Management
- Proposals
- Quality
- Reporting
- Sales
- Sales Support
- Six Sigma
- SQL
- Strategy
- Strategic
- Team management
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School Attended
- University of Phoenix
- University Of Phoenix
Job Titles Held:
- Pricing Manager
- Business Analyst
- Manager
Degrees
- Master of Business Administration (MBA)
Bachelor of Science : Accounting
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