Own day-to-day pricing support on individual deals, including quote strategy, deal history, and communicating with stakeholders.
Build and maintain dynamic pricing models based on supply and demand by therapeutic area.
Serve as the subject-matter expert for the DealHub CPQ platform, owning administration, configuration, and user training.
Impiricus is an AI-powered HCP Engagement Engine connecting life sciences companies with healthcare professionals. Founded by a physician and pharma executive, they are the #1 fastest-growing company in North America per Deloitte's 2025 Fast 500 and are guided by a council of 2000+ HCP advisors.
Drive pricing strategy for savings products, optimizing volume and margin trade-offs through data analysis and modeling.
Monitor portfolio performance and deposit movements, diagnosing drivers to meet commercial targets.
Collaborate cross-functionally with Finance, Treasury, and Product teams to develop insights and actionable pricing decisions.
Monzo is on a mission to make money work for everyone by replacing traditional banking with simple, digital solutions. With over 10 years in the UK and a growing product line including personal and business accounts, savings, investments, and pensions, Monzo is a dynamic fintech with a focus on customer service and financial education.
Act as the primary finance partner to business unit leadership, supporting strategy and operational execution.
Lead annual budgeting, monthly forecasts, and own SaaS financial models including ARR and unit economics.
Drive financial rigor and scalable processes, collaborating cross-functionally to identify margin expansion opportunities.
RealPage is a private equity-backed SaaS organization specializing in multi-family housing technology. The company is a large employer with a focus on value creation and offers a comprehensive benefits package.
Enter and organize client data in IncomeLab, Holistiplan, and HubSpot with high accuracy.
Run retirement projections, tax scenarios, and Roth conversion analysis to support advisor prep.
Work through detailed checklists and QA processes, moving from data setup to building full plans over time.
Peak Financial Planning is a fee-only RIA focused on retirement income planning, delivering $8,000 four-month engagements covering Social Security, tax-aware withdrawals, and Roth conversions. The firm is a small, remote-first team with a structured training system and a clear promotion path to Financial Planner.