Pricing Strategy Lead

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

As a Pricing Strategy Lead, you will be instrumental in guiding strategic pricing decisions and enhancing pricing and quoting operations across the company. Sitting in the Deal Desk function, the Pricing Strategy team continuously evolves and enhances our existing pricing structures and schemas to keep up with the ever-evolving demands of the fintech landscape. 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. 

Duties/Responsibilities

• Continuous Improvement: Proactively seek opportunities to optimize pricing strategies for both Apex and our clients; collaboration across procurement and partnerships to drive enhanced unit economics with key vendors.
• Product packaging and positioning: Identify and implement new pricing presentations and bundles to prospective buyers and clients while incorporating a growing set of new products to our existing offering.
• Cross-functional Collaboration: Develop effective relationships with key stakeholders across the firm.
• 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 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.
• DealHub Management: Lead the management and administration of DealHub, our CPQ (configure, price, quote) tool; support long-term product enhancements for addition of new products, pricing schemas, and business lines.
• 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. 

Education and/or Experience

• Bachelor's degree in Business, Finance, or related field (or equivalent work experience) required.
• 8+ years of experience in pricing strategy, revenue modeling, or a similar role in fintech, SaaS, or other fast-paced industries.
• Experience in solving complex business challenges and adapting to evolving market trends.

Required Skills/Abilities

• Strong financial analysis and modeling skills, with experience developing creative pricing frameworks.
• Excellent verbal and written communication skills to collaborate effectively with cross-functional teams and senior leadership.
• Working knowledge of CPQ tools like DealHub or similar platforms is strongly preferred.
• Analytical and data-driven mindset with exceptional attention to detail.
• Ability to prioritize and manage multiple projects in a fast-moving environment.

Work Envrionment

• This job operates in a hybrid, office environment 3 days per week.

#strategy #mid-senior #full-time #LI-MJ1 #APEX

​Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

EEO Statement

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.

Disability Statement

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.