Role Overview
In this role, you will help retail and CPG customers optimize pricing, promotion, and forecasting processes through scalable SaaS solutions that drive measurable business impact. You will partner with customers and cross-functional teams to translate business needs into effective, scalable solution designs.
Key Responsibilities
- Solution Mastery: Develop strong breadth and depth across the core pricing solutions (including Promotion Management, Markdown Optimization, and Base Pricing modules) and articulate how each solution supports customer business objectives.
- Workshop Leadership: Independently lead discovery and design workshops with customer business and functional stakeholders to understand current-state processes, pain points, decision flows, and operational constraints.
- Workflow Design: Translate customer As-Is processes into clear To-Be workflows within the product, aligning business needs with platform capabilities and best practices.
- Requirement Gathering: Ask the right diagnostic and probing questions to uncover requirements, edge cases, dependencies, and decision criteria needed to shape an optimal solution.
- Trade-off Evaluation: Evaluate and communicate trade-offs between flow simplicity, user experience, scalability, configurability, and engineering effort while recommending the most practical path forward.
- Cross-Functional Collaboration: Partner with product and delivery teams to identify repeatable, high-value use cases and contribute to broadly applicable solution patterns that can benefit multiple customers.
- Technical & Data Alignment: Build a strong understanding of the forecasting engine, downstream integrations, data flows, and related operational processes to anticipate delivery risks and advise on implementation considerations.
- Risk Management: Support client delivery and product delivery teams by proactively highlighting complications, edge cases, data dependencies, and process impacts that should be addressed during solution planning and rollout.
- Testing & Enablement: Drive SIT and UAT with customer users using a train-the-trainer model, ensuring users can effectively validate core business flows and gain confidence before go-live.
- User Training: Address customer knowledge gaps during training and testing phases, driving outcomes by focusing users on the most relevant use cases and business problems based on the client's context.
- Stakeholder Influence: Influence customer stakeholders and secure buy-in for process changes that improve adoption, simplify workflows, and enable a more effective migration to the platform.
- Commercial Awareness: Meaningfully contribute to assessments of the Pricing suite P&L to understand the trade-offs and business implications involved in client-specific customizations, major product upgrades, and differentiated upgrade paths based on customer tiering.
- Communication: Contribute to customer presentations, solution recommendations, and internal alignment discussions with clear, structured communication.
Desired Profile
- Consulting Experience: Proven experience in solution consulting, implementation consulting, business consulting, pre-sales consulting, or a similar customer-facing SaaS role.
- Domain Expertise: Prior experience with SaaS implementations or consulting engagements in retail or CPG environments is strongly preferred.
- Functional Knowledge: A good understanding of merchandising, pricing, promotion, forecasting, or adjacent retail planning processes is highly desirable.
- Analytics Background: Experience in analytics roles or analytics-led projects is a strong plus, especially where data-driven recommendations informed business process changes.
- Facilitation Skills: Ability to facilitate workshops, synthesize business requirements, and convert ambiguous needs into structured solution designs.
- Implementation Lifecycle: Experience driving SIT, UAT, knowledge transfer, and train-the-trainer enablement in enterprise software implementations is highly valuable.
- Relationship Management: Strong stakeholder management skills, including the ability to challenge constructively, build trust, and influence customer decision-making.
- Agility: Comfortable working cross-functionally with product, engineering, delivery, and commercial teams in a fast-moving SaaS environment.
- Communication Style: Strong written and verbal communication skills, including the ability to explain complex concepts in a simple and business-relevant way.
- Business Acumen: Commercial awareness and the ability to understand the business impact of solution choices, especially in relation to customization and product investment decisions.
- Mobility: Willingness to travel based on customer and project needs.
What Successful Outcomes Would Look Like
- Clarity: Customers gain clear visibility on how their pricing and promotion processes should operate in the platform.
- Scalability: Delivery teams receive solution designs that are practical, scalable, and mindful of downstream dependencies.
- Readiness: UAT, SIT, and training activities improve user readiness, adoption confidence, and implementation quality ahead of go-live.
- Product Optimization: Product teams benefit from structured feedback on common customer use cases, customization implications, and enhancement opportunities.
- Value Realization: Customer stakeholders align around process changes needed for successful implementation and long-term value realization.
