Pricing Operations Analyst

CaseWare International; Canada; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading Fintech company in Canada is hiring a Pricing Operations Analyst to manage pricing structures, including SKUs and price books. You will ensure accurate and quick quoting for sales and maintain data integrity across multiple systems. The ideal candidate has Salesforce CPQ experience, strong data reconciliation skills, and a detail-oriented mindset. This role allows for collaboration across North American time zones and offers flexibility with competitive compensation and benefits.

Benefits

Flexible work options

Health insurance

Retirement plans

Recognition programs

Qualifications

• Up to 3 years in Pricing Operations, CPQ administration, or Product Operations within B2B SaaS.
• Hands-on experience with Salesforce CPQ configuring products and price rules.
• Practical knowledge of ERP/billing and how SKUs flow through order-to-cash.

Responsibilities

• Design and maintain SKU hierarchy for bundles and regional variants.
• Build and manage global price books, including FX and customer segments.
• Reconcile price data and publish weekly dashboards.

Skills

Salesforce CPQ configuration

Data reconciliation

Advanced Excel

SQL knowledge

Documentation discipline

Tools

NetSuite

Oracle

Python

Job description

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

Caseware is hiring for a Pricing Operations Analyst. 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.

❗Note: Due to the nature of this role, the successful candidate will need to collaborate across North American time zones and should be available to work in Eastern Time zone (EST).

What you will be doing:

• 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 you will 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-to-cash.
• 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.

Nice to Have :

• 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;
• 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.

30/60/90 Day Plan (Outcomes):

• 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

What's 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:

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our 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 Caseware's core values is Many Voices, One Team and with that in mind, we're 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 [e-mail].

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co.

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.