Jobs · Marketing · Texas

Revenue and Pricing Analyst

SWIVEL · San Antonio, TX · 1 wk ago
On-siteMarketingFull-time

Essential Duties

  • Lead development and implementation of advanced pricing models for SaaS and card processing services.
  • Drive strategic revenue analysis, including portfolio performance, client profitability, and market trend evaluation.
  • Oversee revenue forecasting processes and provide input for multi-year financial planning and budgeting.
  • Provide expert guidance on interchange fee management and compliance.
  • Deliver pricing recommendations for high-value clients and lead periodic pricing reviews for existing accounts.
  • Identify and champion opportunities for pricing innovation and margin optimization, taking ownership to ensure resolutions are thoroughly executed.
  • Prepare and present complex financial analyses and executive-level reports to senior management.
  • Collaborate cross-functionally with Sales, Customer Success, Finance, and Product teams to align pricing strategies with business objectives.
  • Mentor and provide guidance to junior analysts, fostering skill development and best practices.
  • Collaborate with Data Analytics team to bridge knowledge silos by providing business expertise, enabling the creation of reporting dashboards to improve visibility and help cross-functional teams achieve strategic goals.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or advanced degree preferred.
  • Minimum of four (4) years of experience in financial analysis, pricing strategy, or revenue management.
  • Proven experience in Payment or SaaS industry is strongly preferred.
  • Advanced knowledge of payment interchange programs, pricing models, revenue optimization techniques, and applicable laws/regulations.
  • Strong leadership and mentoring capabilities.
  • Expert-level analytical, problem-solving, and data interpretation skills.
  • Ability to manage complex projects and influence stakeholders at all levels.
  • Advanced proficiency in Microsoft Excel and financial modeling; experience with BI tools (e.g., Tableau, Power BI) preferred.
  • Working knowledge of Salesforce and ERP systems.
  • Excellent verbal and written communication skills, including executive presentation capabilities.
  • Ability to travel as needed and manage multiple priorities under tight deadlines.

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