Pricing & Revenue Strategy Analyst

Apex Fintech Solutions • Austin, TX

1d • Hybrid

About The Position

As a Pricing & Revenue Strategy Analyst (Deal Desk), you will help shape pricing strategy, structure client deals, and analyze client contracts and financial forecasts to guide strategic pricing decisions and improve pricing and quoting operations across the company. You will work across business areas to provide reporting, analysis, and insights that support data-driven decisions and business growth. Creativity, collaboration, and the ability to move projects forward are important to success in this role.

The role includes developing pricing recommendations for new and renewal deals; supporting pricing arrangements, financial models, and budgets; preparing pricing quotes and contractual proposals; monitoring pricing performance; and helping administer and enhance DealHub, Apex’s CPQ tool. You will analyze data to size opportunities and support deal analysis, maintain accurate revenue and opportunity reporting, and collaborate with stakeholders across Sales, Relationship Management, Legal, Operations, and Finance.

A bachelor’s degree in a quantitative or business-related field, or equivalent work experience, and at least two years of relevant experience are required. The role is hybrid for most positions. Apex offers a package of employee benefits and perks, including healthcare benefits, PTO, 401(k) match, parental leave, HSA contribution match, a paid Calm subscription, and learning and tuition reimbursement benefits.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Mathematics, Statistics, or a related quantitative field, or equivalent work experience.
• At least 2 years of experience in pricing strategy, revenue modeling, or a similar role in fintech, SaaS, or another fast-paced industry.
• Experience in business analysis or a similar role, including manipulating, analyzing, curating, and reporting data.
• Strong analytical skills, including the ability to collect, organize, analyze, and communicate substantial amounts of information accurately and with attention to detail.
• Strong understanding of pricing strategy and unit economics, including the ability to structure pricing options and explain trade-offs to stakeholders.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Advanced proficiency with spreadsheet applications such as Excel.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and ability to work collaboratively in a team-oriented environment.

Nice To Haves

• Experience using AI tools such as Claude for innovation, automation, and enhanced financial analysis.
• Experience with Salesforce and/or a CPQ tool such as DealHub.
• Familiarity with brokerage, clearing, or custody economics.
• CPQ experience is a plus.

Responsibilities

• Help develop and recommend pricing structures, including fee schedules, tiers, and discounts, for new and renewal deals while balancing competitiveness, revenue, and profitability.
• Support the development of pricing arrangements, financial models, and budgets aligned with company revenue, profitability initiatives, and strategic goals.
• Assist with pricing-related requests for proposals; assess profitability drivers and prepare pricing quotes and contractual proposals.
• Monitor and evaluate pricing performance metrics, recommend improvements, and present findings to Sales and leadership.
• Help manage and administer DealHub, the company’s CPQ tool, and support enhancements for new products, pricing schemas, and business lines.
• Pull and analyze data such as assets under management, balances, revenue, and comparable data to size opportunities and support deal analysis.
• Maintain accuracy and consistency across data and reports, particularly pipeline revenue reporting and expected opportunity sizing, and implement data-management best practices.
• Proactively identify opportunities to optimize pricing strategies for Apex and its clients.
• Build effective working relationships with stakeholders across Sales, Relationship Management, Legal, Operations, and Finance.

Benefits

• Healthcare benefits, including medical, dental, vision, and EAP.
• Competitive PTO.
• 401(k) match.
• Parental leave.
• HSA contribution match.
• Paid subscription to the Calm app.
• External learning benefits.
• Tuition reimbursement.
• Hybrid work schedule for most roles, with flexibility to work from home and a primary office.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level