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About the Role
As a Pricing & Revenue Strategy Analyst (Deal Desk), you will shape pricing strategy, structure client deals, and analyze contracts and financial forecasts to guide strategic pricing decisions and enhance quoting operations. You will provide reporting, analysis, and insights to support data-driven decision-making and business growth.
Responsibilities
- Develop and recommend pricing structures for new and renewal deals, balancing competitiveness with revenue and profitability.
- Support the development of creative pricing arrangements, financial models, and budgets aligned with firm revenue and profitability initiatives.
- Assist in responding to requests for proposals specific to pricing strategies, understanding profitability drivers to prepare quotes and proposals.
- Monitor and evaluate pricing performance metrics, presenting actionable recommendations for improvement to Sales and leadership.
- Manage and administer DealHub, our CPQ tool, and support long-term product enhancements.
- Pull and analyze data (e.g., AUM, balances, revenue, and comps) to size opportunities and support deal analysis.
- Ensure accuracy and consistency across all data and reports, implementing best practices in data management.
- Proactively seek opportunities to optimize pricing strategies for both Apex and clients.
- Develop effective relationships with key stakeholders across the firm (e.g., Sales, Relationship Management, Legal, Operations, and Finance).
Requirements
- Strong analytical skills with attention to detail and accuracy.
- Strong understanding of pricing strategy and unit economics.
- Ability to structure pricing options and explain trade-offs.
- Proven ability to manage multiple projects simultaneously and meet tight deadlines.
- Advanced proficiency in spreadsheet applications (e.g., Excel).
- Excellent verbal and written communication skills.
- Strong interpersonal skills with the ability to work collaboratively.
Skills
- Excel
- DealHub
- Salesforce
- CPQ
Location
- Austin
- Dallas
- Chicago
- New York
- Portland
- Belfast
- Manila
Work Type
- Hybrid
Experience Level
- 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.
Education Level
- Bachelor’s degree in Business, Finance, Economics, Mathematics, Statistics, or a related quantitative field (or equivalent work experience)
Benefits
- Healthcare benefits (medical, dental and vision, EAP)
- Competitive PTO
- 401k match
- Parental leave
- HSA contribution match
- Paid subscription to the Calm app
- Generous external learning and tuition reimbursement benefits
About the Company
- 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.
- We're 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.
- We are 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.
- 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 - CNBC
Equal Opportunity
- Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic.
- Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
- Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities.
- We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities.
- If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form.
- We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.