Envestnet

Pricing Director

Envestnet$125K — $157K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or related field; MBA preferred.
  • Experience in building and improving pricing governance frameworks.
  • Strong executive communication and business judgment skills.
  • Advanced Excel skills; familiarity with Power BI or similar tools is a plus.
  • Relevant pricing experience in SaaS, fintech, or enterprise technology is a plus.

Responsibilities

  • Collaborates with cross-functional teams to develop competitive pricing strategies.
  • Analyzes proposal economics to influence deal structuring for revenue optimization.
  • Leads complex analysis of historical pricing patterns and outcomes.
  • Drives competitive and market analysis relevant to pricing strategies.
  • Creates strategic pricing plans to achieve business revenue and margin goals.

Benefits

  • Comprehensive medical insurance coverage.
  • Paid time off including parental leave.
  • 401k with company matching.
  • Education reimbursement opportunities.
  • Mental health and wellness support programs.
Full Job Description
Description

The application window will close November 15, 2026

Job Location

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

The Team You'll Join

The Director, Pricing will join a highly collaborative and growing team responsible for driving disciplined, scalable pricing across customer deals. The team sets portfolio pricing strategy and governance, partners with Sales, Relationship, Finance, Legal, and Product to improve win rate while ensuring pricing decisions meet strategic objectives.

How You'll Contribute

Collaborates with Sales, Marketing, and other teams to establish competitive pricing strategies that support revenue growth and market expansion. Develops product and client focused analysis to support pricing models, guidelines, and deal structures. Supports complex proposals and leverages competitive and market intelligence to inform bid strategy and commercial decision making.
• Works on longer lifecycle deal development for large and complex opportunities.
• Works with Sales teams to help craft and implement complex proposal structures.
• Analyzes proposal economics and works with product / business stakeholders to influence structuring from a pricing / revenue optimization standpoint.
• Leads complex analyses of historical pricing patterns and outcomes.
• Measures, verifies, reports and mitigates risks arising out of new and/or proposal structures.
• Drives analysis of competitive and market factors relevant to product pricing and positioning, defining and recommending strategically focused improvement opportunities.
• Creates strategic pricing plans and processes to improve business-specific revenue, margin or share goals.
• Develops business cases to understand the impact of multiple and diverse strategic pricing recommendations
• Oversees Deal Desk operations, including governance, approval workflows, pricing guardrails and execution standards to support consistent and compliant revenue outcomes.
• Partners with Product, Sales, and GTM teams to set and implement pricing strategy.
• Uses insights (win/loss, discounting, competitive pressures) to recommend pricing actions.
• Develops and maintains reporting, dashboards, and key performance indicators that provide visibility into pricing effectiveness, discounting trends, renewal performance, and overall price realization.

What You'll Need to Bring
• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Bachelor's degree in finance, or a related field required, advanced degree (MBA) is a plus.
• 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).

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investment in You

This role offers a base salary range of $125,900 to $157,400. 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.
#LI-MDI

About Envestnet

Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. The company's platform provides financial advisors with a range of tools and services to help them manage their clients' investments and financial goals. Envestnet's platform includes a range of features, including portfolio management, financial planning, and data analytics. The company is headquartered in Chicago, Illinois, and has operations in more than 20 countries around the world. Envestnet was founded in 1999 and went public in 2010.
Learn more about Envestnet
Size
4,375 employees
Market Cap
$3.3 billion
Industry
Net Income
-$3.1 million
Founded
1999
5 Year Trend
+15.5%
Revenue
$998.2 million
NASDAQ

Similar Jobs

More Jobs at Envestnet

More Finance & Insurance Jobs

Find similar Pricing Director jobs: