Envestnet

Senior Pricing Analyst

Envestnet$78K — $97K *
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 pricing, commercial analytics, or FP&A.
  • Proficient in analyzing complex data sets and constructing financial models.
  • Customer-focused with skills to simplify complex negotiations and influence outcomes.
  • Advanced Excel skills required; familiarity with Power BI or similar tools is advantageous.

Responsibilities

  • Collaborate with Sales, Marketing, and teams to craft competitive pricing strategies.
  • Develop product and client-focused analyses to support pricing models and guidelines.
  • Manage price books and ensure consistent updates across proposal processes.
  • Assess market data to derive insights for pricing strategies and trends.
  • Analyze competitor pricing and buying patterns to inform company strategies.
  • Create tools to quickly respond to market changes and conditions.
  • Design dashboards to track pricing effectiveness and key performance metrics.

Benefits

  • Comprehensive medical insurance.
  • Paid time off (PTO) for work-life balance.
  • 401k plan with company matching contributions.
  • Paid parental leave for family support.
  • Education reimbursement for professional development.
  • Disability coverage and mental health wellness support.
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 Senior Pricing Analyst 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 with Sales teams to refine product pricing strategies and lead execution in specific proposals, including price increases.
• Manages price books and ensures updates are published and applied across various proposal structures and development processes.
• Assesses data from a variety of sources to derive insights into proposal-related pricing strategies and market trends.
• Analyzes competitor pricing, market share and margins and tracks client buying patterns to understand, develop and recommend effective strategies for the company's offerings.
• Develops targeted tools and capabilities to help the company quickly respond to changing market conditions and trends.
• Works with business partners, Sales, and Finance to understand and recommend pricing, packaging and bundling strategies.
• Develop and maintain financial models, pricing tools, and process components that support data-driven pricing decisions.
• Design dashboards to evaluate pricing effectiveness, track key performance indicators, deal activity, and client renewals to track pricing performance.
• Analyze product- and portfolio-level pricing performance to identify risks and opportunities that inform pricing strategy refinements.
• Support consistent application of pricing policies and escalation procedures, including standardized terms, renewal uplift policies, and target guidelines.

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, such as an MBA, preferred.
• Background in pricing, commercial analytics, or FP&A.
• Experience analyzing complex data sets and building financial models.
• Customer focused with the ability to simplify complex deal tradeoffs, make clear recommendations, and influence outcomes.
• Advanced Excel skills required; 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 and turned insights into action.

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investment in You

This role offers a base salary range of $78,200 to $97,700. 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

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