Sr. Analyst, Pricing & Modeling

Vizient • Tulsa, OK

4d

About The Position

In this role, you will collaborate with Sales, Finance, Product, and Commercial Operations teams to develop pricing strategies, model deal economics, and produce well-documented, system-integrated proposals using Experlogix, Microsoft Dynamics, and Salesforce. You will also support CRM migration efforts and participates in drafting Statements of Work (SOWs) for legal review to ensure compliance and alignment with approved pricing and deal structures.

Requirements

• Relevant degree preferred in Accounting, Finance, Business Administration, or a related field.
• 5 or more years of relevant experience in financial analysis, pricing, or deal modeling within a B2B or services environment required.
• Hands-on experience with Experlogix (CPQ), Microsoft Dynamics, and Salesforce required.
• Proficiency with Power BI for financial and pricing analytics required.
• Experience drafting Statements of Work (SOWs) and collaborating with Legal for contract review required.
• Advanced Excel modeling skills and strong understanding of financial metrics, pricing methodologies, and business drivers.
• Excellent analytical, problem-solving, and data interpretation skills.
• Strong written and verbal communication skills, with the ability to present findings to both technical and executive audiences.
• Demonstrated ability to work collaboratively across functions, manage multiple priorities, and meet deadlines in a fast-paced environment.

Nice To Haves

• Master’s degree preferred.
• Experience supporting Spend Management or Data & Digital pricing and modeling strongly preferred.
• Experience participating in CRM migration or system transformation initiatives is a strong plus.

Responsibilities

• Develop and execute sophisticated pricing and deal models for both Spend Management and Data & Digital offerings, ensuring accuracy, scalability, and alignment with Vizient’s financial and strategic goals.
• Utilize Experlogix, Microsoft Dynamics, and Salesforce to configure, generate, and manage pricing models, proposals, and approvals within integrated commercial systems.
• Draft and refine Statements of Work (SOWs) for legal review, ensuring pricing terms, deliverables, and service definitions are clearly documented and aligned with approved deal models.
• Partner cross-functionally with GTM, Finance, Product, Legal, and Contracting teams to structure deals that balance member value and profitability.
• Monitor and analyze deal performance by comparing actual results to modeled expectations; identify trends and provide insights to enhance pricing accuracy and strategy.
• Support CRM migration and system integration initiatives, contributing to configuration, testing, and pricing data validation activities.
• Standardize and automate pricing tools, templates, and workflows to improve efficiency, accuracy, and turnaround time.
• Develop reports and dashboards using Power BI to deliver actionable insights and visual analytics supporting Gain/Loss, Forecasting, and Pricing Performance reporting.
• Champion continuous improvement initiatives that align with Vizient’s commercial strategy, strengthen pricing governance, and enhance cross-functional collaboration.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees