Templates
Finance
Pricing Analyst Onboarding
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Pricing Analyst Onboarding

1
Introduction to the Pricing Analyst role and team
2
Receive company policies and procedural documents
3
Complete HR documentation and orientation
4
Understand the company’s pricing strategy
5
Set up and familiarize with essential software and toolkits
6
Introduction to Price Management System
7
Meet with the direct supervisor for role specific orientation
8
Attend training sessions on database management
9
Learn how to create pricing models and reports
10
Understand the method to analyze market trends
11
Learn how to conduct competitive analysis
12
Complete training on pricing techniques and strategies
13
Understand the company's range of products/services
14
Introduction to collaboration with sales, finance and marketing teams
15
Assign first task: Monitor and update commercial price lists
16
Approval: Supervisor for first task completion
17
Discuss performance with supervisor
18
Identify areas for improvement or need for further training
19
Receive final onboarding evaluation from supervisor
20
Approval: HR on successful completion of Onboarding Process