About this role
$95,000 - $107,000 / annually
Reporting to the Director of Corporate Finance, the Pricing & Contracts Manager is responsible for pricing for existing clients across all product lines, including related meetings, metrics and processes, supporting Mission Critical customers with their billing and account setup, compliance and risk management, overseeing the Contracts Program (agreements, buyouts, custom terms) and providing other analytics support for projects and clients.
This position will be the Subject Matter Expert (SME) for industry standard pricing, contracts and billing practices.
Reporting to the Director of Corporate Finance, this position will also take direction from the President and Director of Finance and Financial Operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Client Pricing Management:
· Partner with senior management in reviewing and updating client rates for all product lines per company requirements.
· Ensure all appropriate documents are printed, distributed, and archived.
· Prepare periodic reports and distribute to senior management.
· Host periodic meetings with CRM Manager, Directors, VP and President to review and adjust pricing management parameters.
· Respond to client inquiries as necessary.
Compliance & Risk Management:
· Oversee and ensure all agreements, Business Associate Agreements (BAA) and other key client documents are scanned, indexed and readily available. Identify critical updates and obtain new agreements when necessary. Produce periodic status reports for senior management review that includes quantity and quality of documents in Corodata's possession.
· Participate in weekly Risk Management meeting and present and discuss key metric reports (i.e. agreement status update, pricing activity results).
· Work with Corodata's legal team to provide clarification and direction when deviations are recognized with a client's agreement, BAA or other document related to a client. Document non-standard deviations.
· Conduct buyout audits per established procedures to ensure compliance with agreement terms.
· Host periodic Review meetings with senior management to review key contract index categories and thresholds.
Specialty Accounts, Billing Support & Training:
· Address and resolve billing and other issues for specialty clients. Include Operations and Senior Management when needed.
· Ensure that all client requirements are addressed (i.e. per billing setup).
· Support continual improvement and troubleshooting in the billing area.
· Support Billing Supervisor with maintaining SOPs, training and coverage.
Customer Relations (CRM):
· Act as an analyst researching and resolving issues with clients, especially specialty accounts.
· Partner with the CRM team to maintain excellent customer service standards with customers, vendors, sales, transportation, and operation teams to establish solid relationships between the stakeholders of our collective success.
· Interact with customers in person and via telephone, fax and email to ensure complete customer satisfaction in all matters related to the operation.
Analytics and Strategic Development:
· General support, including process improvement and training initiatives.
· Participate and lead Six Sigma projects, as required to improve processes and efficiencies.
· Assist the Director of Corporate Finance with long-term strategic projects including in-depth analysis of data using Excel and other tools.
· Promote Corodata's Mission and Vision Statements.
· Continuously promotes compliance with company policies and procedures.
Safety:
· Ensure the highest standards of safety, productivity and customer service are exceedingly daily.
Other Duties:
· Other duties to meet business needs and requirements as assigned.
· Works with confidential data, which, if disclosed, might have significant internal or external effect.
· May supervise occasional temporary employee(s).
· Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
COMPETENCIES:
• CUSTOMER SERVICE – Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
• TEAMWORK – Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed.
3. ORGANIZATION SKILLS – Organization skills with ability to juggle multiple assignments and tasks, including attention to details, and the ability to prioritize in a changing environment. Excellent time management skills.
4. INTERPERSONAL SKILLS – Strong interpersonal (verbal and written) communication skills, positive attitude, flexibility, and an eagerness to learn new things.
5. LANGUAGE SKILLS – Ability to read and interpret documents written in English such as manuals, procedures, and work instructions. Ability to effectively communicate well with customers and coworkers.
6. MATHEMATICAL SKILLS – Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
7. REASONING ABILITY – Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
8. COMMUNICATION SKILLS – Ability to effectively communicate with potentially stressful and/or emotional situations. Outstanding customer-oriented skills.
9. OTHER SKILLS:
a. Exceptional problem solving and decision-making skills.
b. Ability to multitasking and able to meet deadlines.
c. Excellent customer service skills and interpersonal skills.
• Project and team management/leadership skills and experience. Proven ability to work effectively in a team environment with associates. Capability of effective planning and priority setting. Ability to manage several complex projects simultaneously while working under pressure to meet deadlines.
e. Excellent analytical ability.
f. Must be detail oriented.
g. Familiarity with six-sigma or other quality improvement processes.
h. Ability to handle and safeguard sensitive and confidential information.
EDUCATION and/or EXPERIENCE:
Required:
· BA/BS degree in business, accounting, finance or a related field.
· Minimum 5+ years of experience as an Analyst in accounting or finance for a service industry.
· Intermediate knowledge of Microsoft Office Suite.
· Advanced MS Excel knowledge.
· Industry service experience.
Preferred:
· Experience with process improvement teams.
· Experience working and applying business improvement tools such as Lean Six Sigma and/or ISO preferred.
PRIMARY LOCATION:
The primary location is Poway with core business hours of 8AM to 5PM PST, with remote possibility. Ability to travel to branch locations quarterly for trainings and meetings.
PHYSICAL DEMANDS: Office
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Individuals are required to be able to sit or stand for long periods as needed throughout the day.
• Walking: May require walking primarily on a level surface but may include walking on uneven or inclined surfaces for lengthy periods throughout the day, often up and down stairs.
• Handling: Seizes, helps, or works with hands.
• Lifting: Proper lifting techniques required. May include lifting up to 25 pounds of boxes when needed.
• Reaching: Extends hands and arms in any direction, reaching above shoulder heights, below the waist or lifting as required.
• Standing: Remains in standing position if required to perform various functions of the job.
• Stooping: Bends body downward and forward by bending at knees or waist.
• Vision: Reads paperwork and records on the computer.
• Talking: Communications by phone and in person.
• Sitting: Required to sit at desk. Sit for long periods of time.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This list is not all inclusive.
1. Temp/Weather: Works in either 1) Office environment – for the most part ambient room temperatures, lighting, and traditional office equipment, or 2) Warehouse – may be exposed to cold temperature, or 3) Outside – may be exposed to wet and/or humid conditions, outside weather conditions and extreme cold.
2. Noise: Works in office, warehouse or outside environment, with constant or intermittent noise.
Office only - As the company grows, it may be necessary to rearrange/move cubicles at any time at the sole discretion of the company.
POSITION TYPE/EXPECTED HOURS OF WORK:
1. This is a full-time, exempt position.
2. Employees may be required to work late evenings or weekends depending on the business needs.
TRAVEL:
Quarterly travel to company and/or customer sites.
AAP/EEO STATEMENT:
The Company provides equal employment opportunities to all employees and applicants for employment activities and prohibits discrimination and harassment of any type, based on their actual or perceived: race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status (including registered domestic partnership status), sex and gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity and gender expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), age (40 and over), sexual orientation, Civil Air Patrol status, military and veteran status and any other consideration protected by federal, state or local law (collectively referred to as "protected characteristics").
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
REASONABLE ACCOMMODATIONS:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.