Pricing & Revenue Strategy Analyst

APEX Fintech Services • Austin, TX

3d • Hybrid

About The Position

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

The position supports the development of pricing structures and financial models, prepares pricing quotes and contractual proposals, evaluates pricing performance, and helps manage and enhance DealHub, the company’s configure-price-quote tool. It also involves analyzing opportunity and client data, maintaining data integrity, finding ways to improve pricing outcomes, and building effective relationships with teams across the firm. Duties and responsibilities may change at any time.

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.
• Proven 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 with attention to detail and accuracy.
• Strong understanding of pricing strategy and unit economics, with the ability to structure pricing options and explain trade-offs to stakeholders.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Advanced proficiency in spreadsheet applications such as Excel.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and the ability to collaborate 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 or a CPQ tool such as DealHub.
• Familiarity with brokerage, clearing, or custody economics.
• CPQ experience.

Responsibilities

• Help develop and recommend fee schedules, pricing tiers, and discounts for new and renewal deals, balancing competitiveness with revenue and profitability.
• Support the development of pricing arrangements, financial models, and budgets that align with revenue, profitability, and strategic goals.
• Assist with pricing-specific requests for proposals and prepare pricing quotes and contractual proposals using an understanding of profitability drivers.
• Monitor and evaluate pricing performance metrics, recommend improvements, and present findings to Sales and leadership.
• Help manage and administer DealHub 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.
• Ensure accuracy and consistency in data and reporting, particularly pipeline revenue reporting and expected opportunity sizing, and implement data-management best practices.
• 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 paid time off.
• 401(k) match.
• Parental leave.
• HSA contribution match.
• Paid Calm app subscription.
• 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