Pricing Business Analyst — Value Desk-1

WEX Inc.; Portland (ME); Hybrid; USD 71,000 - 80,000; Full time

Benefits offered by this job

Health, dental & vision insurance

401(k) retirement plan

Paid time off

Job summary

WEX Inc. seeks a Pricing Business Analyst to act as the commercial engine behind every save. You will build financially precise counter-offers, support live escalations, and coach the AM/Advisor teams to sharpen every negotiation.

In this dual-motion role, you’ll own MBR preparation, win/loss analysis, and product gap identification, ensuring pricing conversations stay fast and accurate while driving revenue goals.

Qualifications

• Bachelor's degree in a relevant field.
• Experience building pricing models under time pressure.
• Strong analytical and communication skills.

Responsibilities

• Pricing analysis & counter-offers: build BPS/CPG counter-proposals and model financial impact.
• MBR preparation: structure decks and validate data for AMs.
• Win/loss analysis: track outcomes and surface root causes monthly.
• Product gap identification: flag underutilized program benefits for remediation.
• Coach AMs/Advisors on winning strategies and value framing.
• Live escalation support during Winning Clinic calls with real-time modeling.

Skills

Pricing analysis

Financial modeling

BPS/CPG counter-offer

Coaching & mentorship

Salesforce proficiency

Analytical thinking

Communication

Education

Bachelor's degree in Finance/Economics/Business

Tools

Salesforce

Excel

Job description

About the Team/Role

The Pricing Business Analyst is the commercial engine behind every save. AMs and Advisors identify the risk — you build the counter-offer with the financial precision to win the negotiation. Without this role, every pricing conversation above AM authority either escalates slowly or is lost entirely. One BA multiplies the commercial effectiveness of an entire team of AMs and Advisors. This is a dual-motion role — reactive (live escalation support during Winning Clinic calls, real-time BPS modeling) and proactive (MBR preparation, win/loss analysis, product gap identification, coaching). You are as much a coach as you are an analyst: the team should get commercially sharper every month because of the feedback loop you run.

How you'll make an impact

Pricing analysis & counter-offers: Build BPS and CPG counter-proposals for any competitive offer. Calculate the financial impact of each concession before it is offered. No AM or Advisor should enter a pricing negotiation without a BA-built model behind them. Turnaround target: under 48 hours from escalation to counter-offer delivered.

Monthly Business Review preparation for AMs: Co-own the MBR process — pull account-specific data (volume trend, Edge gap, rebate entitlement, peer benchmarking), structure the deck, and validate before it goes to the AM. Initially hands-on; target state is Rox generating the deck automatically with the BA validating only.

Win / loss analysis: Track every save attempt — won, lost, pending, and stalled with no response. Identify patterns: which competitors are winning, at what BPS, in which tier, and why. Surface root cause monthly to Manager. This is the feedback loop that makes the whole retention model smarter over time.

Product gap identification: Identify accounts with underutilized program benefits — Edge, CLI, IFTA, Secure Fuel, Autopay. Prioritize by revenue impact and flag to the AM or Advisor. Product gaps are the pre-empt: fix them before the customer finds a competitor who promises the same value WEX already offers.

Coach AMs and Advisors on how to win: Run a monthly debrief with the full AM and Advisor team — what worked, what did not, which objections were handled well and which were escalated too early. Coach specifically on how to win: framing value before price, reading the customer's real objection, and closing a winnable save in the room instead of escalating it away. Build and maintain the playbook so institutional knowledge does not walk out the door when someone leaves.

Value Desk / Winning Clinic escalation support: Serve as the live escalation resource during Winning Clinic calls — real-time BPS modeling, fee waiver authorization, and counter-proposal support. The AM or Advisor stays on the call; you provide the financial firepower in the background so the save happens.

RFIs / RFPs: Support AMs on formal procurement requests within their book — building the pricing model, competitive positioning, and financial justification behind the response. Any RFP above standard contract complexity or above AM pricing authority is co-owned with you and escalated to Manager for final review. An unanswered or late RFP is a lost account, so turnaround discipline here matters as much as it does on a live Winning Clinic call.

Reporting infrastructure — status vs. targets: Partnering with D&A to build a live dashboard tracking performance against the targets defined in this model — contact ratio, saved accounts, revenue preserved, portfolio health score, by tier and by role.

Experience you'll bring

• 2–5 years in pricing, financial analysis, revenue management, or a comparable analytical B2B role
• Comfortable building a BPS or CPG counter-offer model under time pressure while an AM has a customer live on the line
• Analytically sharp — build models
• Commercially curious — Understanding a customer's needs
• Marketing background - experience translating data into a compelling narrative for a leadership or partner audience, Able to coach front-line AMs and Advisors
• Salesforce proficiency — win/loss and pricing case data
• Fleet, fuel card, or fintech background — familiarity with CPG pricing, rebate structures, and basis points
• Experience running a formal win/loss analysis process in a prior role
• Experience coaching or training a sales, account management, or retention team
• Comfortable working directly from live call escalations

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan.

WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more.

Pay Range: $70,700.00 - $80,000.00

WEX is a global commerce platform that helps businesses solve for operational complexities like employee benefits, managing and mobilizing fleets, and streamlining payments. With over 6,500 employees, we work with large and small companies in more than 200 countries and territories, and can tailor our services to meet the unique needs of their businesses. We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry. Offering comprehensive and market competitive benefits, our offerings are designed to support your personal and professional well-being. If you’re looking for a growing career - come be part of WEX today. WEX is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status. WEX promotes a drug-free workplace. Qualified individuals with a disability have the right to request a reasonable accommodation. If you require a reasonable accommodation as a result of your disability at any point in the job application process, please submit your request through our Reasonable Accommodation Request Form. This form is for accommodation requests only and cannot be used to inquire about the status of applications.