Pricing Governance Lead

Envestnet; All (MO); Hybrid; USD 108,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

401k match

Paid time off

Parental leave

Education reimbursement

Job summary

Envestnet is seeking a Pricing Governance Lead to own Deal Desk operations and pricing governance for strategic pricing decisions across deals. You will establish policies, approval matrices, and escalation thresholds to improve speed and consistency.

You will partner with Sales, Relationship Management, Finance, Legal, and Product to ensure pricing aligns with packaging and value positioning, while owning KPIs and insights for leadership.

Qualifications

• Bachelor’s degree in finance or related field required; MBA a plus.
• 7+ years of experience in pricing, deal desk, revenue operations, finance, or commercial governance roles.
• Experience building and improving pricing governance (approval frameworks, escalation paths, controls, and documentation).
• Advanced Excel skills required; Power BI (or similar) a plus.

Responsibilities

• Run Deal Desk operations and maintain pricing policies, approval matrices, and escalation thresholds.
• Improve Deal Desk tooling and workflows (CRM, trackers, dashboards) to increase visibility, documentation quality, and turnaround time.
• Led pricing reviews for non-standard deals; coordinate approvals and ensure clear rationale and documentation.
• Partner with Product and GTM teams to align pricing with packaging and value positioning.
• Own reporting and KPIs (price realization, discounting, renewal performance) and deliver insights to pricing and commercial leadership.
• Provide deal guidance and modeling support to pricing analysts and commercial stakeholders.

Skills

Advanced Excel

Power BI

Executive communication

Pricing governance

Deal desk

Education

Bachelor’s degree in finance or related field

MBA (plus)

Tools

CRM

Dashboards

Job description

Description

The application window will close August 31st, 2026.

Job Location

The primary work location for this role is Berwyn, Boston or Raleigh with a hybrid work model or remote for other east coast areas.

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

The Team You’ll Join

The Pricing Governance Lead will join a highly collaborative and growing team responsible for driving disciplined, scalable pricing across customer deals. The team partners closely with Sales, Relationship Management, Finance, Legal, and Product to ensure pricing decisions are consistent, well‑documented, and aligned to strategic objectives.

How You’ll Contribute

Own Deal Desk operations and pricing governance that supports pricing decisions (approval workflows, escalation thresholds, required documentation, and controls) to improve speed, consistency, and price realization.

Responsibilities Include

• Run Deal Desk operations and maintain pricing policies, approval matrices, and escalation thresholds.
• Improve Deal Desk tooling and workflows (CRM, trackers, dashboards) to increase visibility, documentation quality, and turnaround time.
• Led pricing reviews for non-standard deals; coordinate approvals and ensure clear rationale and documentation.
• Partner with Product and GTM teams to align pricing with packaging and value positioning.
• Own reporting and KPIs (price realization, discounting, renewal performance) and deliver insights to pricing and commercial leadership.
• Provide deal guidance and modeling support to pricing analysts and commercial stakeholders.

What You’ll Need to Bring

• Bachelor’s degree in finance, or a related field required, advanced degree (MBA) is a plus
• 7+ years of experience in pricing, deal desk, revenue operations, finance, or commercial governance roles, with cross-functional process ownership.
• Experience building and improving pricing governance (e.g., approval frameworks, escalation paths, controls, and documentation standards).
• Strong business judgment and executive communication skills; able to synthesize complex deal tradeoffs into clear recommendations and influence outcomes.
• Advanced Excel skills required; experience with Power BI (or similar) is a plus.

Nice‑to‑Haves

• SaaS, fintech, wealth management, or enterprise technology experience.
• CPQ implementation experience.
• Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights into action.
• Supported renewals/retention motions (discount governance, uplift strategy, pipeline hygiene).

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands‑on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investment in You

• This role offers a base salary range of $108,000 to $135,000.
• The range listed represents a good‑faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.
• This role is eligible for an additional incentive component as part of the total rewards package.
• We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well‑being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.