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Opportunity Consultant

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-08-11
Job specializations:
  • Business
    Financial Analyst, Risk Manager/Analyst
  • Finance & Banking
    Financial Analyst, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 87150 - 126350 USD Yearly USD 87150.00 126350.00 YEAR
Job Description & How to Apply Below

Opportunity Consultant Description
-Job Summary

This role serves as a trusted advisor to pursuit, sales, account, and delivery teams by providing financial, commercial, and contractual expertise throughout the deal lifecycle. The Opportunity Consultant leads pricing and profitability analyses, develops financial models and business cases, assesses contractual and operational risks, and drives commercial negotiations to achieve profitable growth. The role supports complex managed services opportunities by ensuring compliance with business policies, governance requirements, and approval processes while helping shape competitive customer solutions.

Responsibilities
  • Partner with pursuit, sales, account, and solution teams to understand customer requirements, scope, assumptions, and contractual obligations.

  • Lead financial modeling, pricing strategy, and profitability analysis for new business opportunities, renewals, and contract amendments.

  • Develop business cases, cost models, investment analyses, and scenario simulations to evaluate opportunity viability and support decision making.

  • Analyze customer operational, financial, and usage data to identify cost drivers, risks, pricing opportunities, and solution recommendations.

  • Negotiate commercial terms, pricing structures, service-level obligations, and contractual business principles on behalf of the business.

  • Evaluate contractual risks and collaborate with legal, finance, procurement, operations, and other stakeholders to develop mitigation strategies.

  • Ensure compliance with governance policies, approval frameworks, financial controls, and contracting requirements.

  • Lead and support reviews with executive stakeholders, providing recommendations on deal structure, profitability, risk exposure, and customer value.

  • Facilitate the SOAR approval process by preparing documentation, validating assumptions, and providing commercial and financial guidance.

  • Maintain strong cross-functional relationships and serve as a key consultant on deal strategy, customer negotiations, and commercial decision making.

  • Provide thought leadership and share best practices related to managed services pricing, financial analysis, contract strategy, and deal governance.

  • Lead moderate- to high-complexity projects and initiatives while supporting broader operational and strategic business objectives.

Education & Experience Recommended
  • Four-year degree in Finance, Accounting, Economics, Business Administration, or a related discipline, or equivalent work experience.

  • Typically 4-7 years of experience in pricing, financial analysis, contract management, managed services, outsourcing, business consulting, deal support, or related fields.

  • Experience supporting complex commercial transactions, managed services contracts, or large-scale customer pursuits is preferred.

  • Strong understanding of financial statements, forecasting, profitability analysis, pricing methodologies, and business case development.

Knowledge & Skills Core Functional Skills
  • Financial Modeling

  • Pricing Strategy

  • Commercial Negotiation

  • Contract Analysis

  • Deal Structuring

  • Risk Assessment & Mitigation

  • Cost Modeling

  • Business Case Development

  • Revenue & Margin Analysis

  • Forecasting & Scenario Planning

  • Governance & Compliance

  • Managed Services

  • Outsourcing Solutions

  • Customer Data Analysis

  • Strategic Thinking

  • Executive Presentation Skills

Technical Tools
  • Advanced Microsoft Excel

  • Power BI

  • Financial Reporting Tools

  • Data Visualization

  • Data Analytics

  • Salesforce / CRM Platforms

Cross-Org Skills
  • Effective Communication

  • Executive Presence

  • Customer Centricity

  • Results Orientation

  • Collaboration & Influence

  • Learning Agility

  • Business Acumen

  • Problem Solving

Impact & Scope
  • Influences financial, commercial, and contractual decisions on strategic customer opportunities.

  • Supports revenue growth and profitability objectives through pricing, risk management, and deal optimization.

  • Frequently collaborates across sales, finance, legal, procurement, operations, and executive leadership teams.

  • May lead complex projects, deal reviews, and cross-functional initiatives that impact multiple business units.

Complexity
  • Handles complex opportunities requiring significant judgment, financial analysis, risk evaluation, and stakeholder management.

  • Balances customer requirements, competitive positioning, profitability objectives, and business policies to develop recommended outcomes.

  • Operates with a high degree of independence while escalating material risks and exceptions appropriately.

Salary

The pay range for this role is $87,150 to $126,350 USD annually with additional
opportunities for pay in the form of bonus and/or equity (applies to United
States of America candidates only). Pay varies by work location, job-related
knowledge, skills, and experience.

Benefits:
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Long term/short term disability insurance
  • Employee assistance program
  • Flexible spending account
  • Life insurance
  • Generous time off policies, including;
  • 4-12 weeks fully paid parental leave based on tenure
  • 11 paid holidays
  • Additional flexible…
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