Pricing & Revenue Strategy Analyst

APEX Fintech Services; Austin (TX); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Apex Fintech Solutions seeks a Pricing & Revenue Strategy Analyst (Deal Desk) to shape pricing strategy, structure client deals, and analyze contracts and forecasts for strategic pricing decisions. You will collaborate with Sales, Legal, Operations, and Finance to improve pricing and quoting operations.

Responsibilities include developing pricing structures, financial models, and pricing quotes; managing DealHub CPQ; presenting insights and driving data-driven growth across the company.

Qualifications

• Bachelor's degree in a quantitative field or related equivalent work experience.
• 2+ years in pricing strategy, revenue modeling, or similar fintech/SaaS roles.
• Proven experience in business analysis with data manipulation and reporting.

Responsibilities

• Develop and recommend pricing structures for new and renewal deals.
• Build and support pricing models and budgets aligned with revenue goals.
• Assist in responding to RFPs with pricing quotes and proposals.
• Present pricing insights and recommendations to Sales and leadership.
• Manage DealHub CPQ tool and support product pricing enhancements.
• Pull and analyze data to size opportunities and support deal analysis.
• Ensure data integrity across reports and pipeline revenue.
• Identify opportunities to optimize pricing strategies.

Skills

Analytical skills

Pricing strategy

Project management

Communication

Team collaboration

Education

Bachelor's degree in Business/Finance/Economics/Math/Statistics

Tools

DealHub CPQ

Microsoft Excel

Job description

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.

At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest.

When you're at Apex, you drive this change. You’re part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex.

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received:

• Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn
• WealthTech of the Year 2025 - Presented by US FinTech Awards
• The World's Top 250 Fintech Companies 2024 - Presented by CNBC

ABOUT THIS ROLE

Job Summary: As a Pricing & Revenue Strategy Analyst (Deal Desk), you will play a key role in shaping pricing strategy, structuring client deals, and analyzing client contracts and financial forecasts to guide strategic pricing decisions and to enhance pricing and quoting operations across the company. You will engage with multiple areas of the business, providing reporting, analysis, and insights that support data-driven decision-making and business growth. Your ability to be creative, collaborate, and drive projects forward will be crucial to your success.

Key Responsibilities

• Pricing Strategy: Help develop and recommend pricing structures (fee schedules, tiers, discounts) for new and renewal deals, weighing competitiveness against revenue and profitability.
• Financial Modeling: Support the development of creative pricing arrangements, financial models, and budgets to align with firm revenue and profitability initiatives and strategic goals.
• Proposal Creation: Assist in responding to various requests for proposals specific to pricing strategies; understand profitability drivers and leverage to then prepare pricing quotes and contractual proposals.
• Insight Presentation: Monitor and evaluate pricing performance metrics and provide actionable recommendations for improvement, presenting findings to Sales and leadership.
• DealHub Management: Help manage and administer DealHub, our CPQ (configure, price, quote) tool; support long‑term product enhancements for addition of new products, pricing schemas, and business lines.
• Data Analysis: Pull and analyze data (e.g., AUM, balances, revenue, and comps) to size opportunities and support deal analysis.
• Data Integrity: Ensure accuracy and consistency across all data and reports, specifically pipeline revenue reporting and expected opportunity sizing; implementing best practices in data management and usage.
• Continuous Improvement: Proactively seek opportunities to optimize pricing strategies for both Apex and our clients.
• Cross-functional Collaboration: Develop effective relationships with key stakeholders across the firm (e.g., Sales, Relationship Management, Legal, Operations, and Finance).

Knowledge, Skills, and Abilities

• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant 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 the trade-offs to stakeholders.
• Proven ability to manage multiple projects simultaneously and meet tight deadlines.
• Advanced proficiency in spreadsheet applications (e.g., Excel) is required; CPQ (e.g., DealHub) experience is a plus.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to work collaboratively in a team-oriented environment.

Education and Experience

• Bachelor's degree in Business, Finance, Economics, Mathematics, Statistics, or a related quantitative field (or equivalent work experience) required.
• 2+ years of experience in pricing strategy, revenue modeling, or a similar role in fintech, SaaS, or other fast-paced industries.
• Proven experience in business analysis or a similar role, with a track record of manipulating, analyzing, curating, and reporting data.

Preferred Qualifications

• Experience leveraging AI tools (e.g., Claude) for innovation, automation, and