From “pricing on instinct” to pricing as a repeatable system, Marcos Rivera has lived the messy middle. In this episode of Executive Conversations, servicePath™ CEO Daniel Kube sits down with Marcos Rivera (Founder, Pricing I/O and former Head of Pricing & Packaging across the Vista Equity Partners portfolio) to unpack what it really takes to price and package B2B software in a world where your “products” now include data, AI agents, usage, and headless experiences.

Marcos shares stories from:

Accidentally becoming a pricing expert through product management, then building a reputation as “the person who prices everyone’s products”

Leading pricing and packaging across a complex Vista portfolio (think: Marketo, Mindbody, Ping Identity and more)

Navigating the reality of pricing in the wild: messy data, moving markets, competitor undercutting, board pressure, and the need for results fast

Building Pricing I/O into a specialized pricing firm focused exclusively on B2B tech

Whether you’re a CEO, CFO, CRO, CPO/CTO, RevOps leader, or PE operator, this conversation goes deep on the mechanics and psychology of pricing, and why the “easy” model today can become a melting ice cube tomorrow. 🧊🔥

In this episode, you’ll learn:
Pricing is a trade-off game (and “more features” can lower willingness to pay)

Marcos breaks down why stuffing packages with extra functionality can backfire: customers see “bloat,” ask to pay less, and your offer becomes harder to sell and buy. Pricing isn’t math in a vacuum; it’s value perception, trade-offs, and decision design.

Packaging starts with real use cases, not internal assumptions

As a former product leader, Marcos starts with how customers actually use your product (and the triggers around it). That insight becomes the foundation for designing packages that match real experiences: casual users, power users, and everyone in between.

When Good / Better / Best works… and when it breaks

Good-better-best is a solid structure, but only if the lines between tiers and the value jumps make sense. Otherwise: customers get stuck, upgrades stall, churn creeps in, and pricing quietly collapses.

Multi-product portfolios: why cross-sell “synergy” fails in practice

Marcos explains how M&A-built portfolios often underperform on cross-sell not because products are weak, but because pricing friction and plan disharmony make expansion harder than it should be. The fix is creating clear “paths” that guide ascension across products through bundles, incentives, and smart entry points.

Price increases: “calibrate,” don’t peanut-butter

Marcos shares a Vista lesson: a flat 5% increase across the base is easy, but segmented calibration can dramatically outperform it. If you treat customers differently based on value received and renewal propensity, you can capture more revenue with less churn risk.

Outcome-based pricing and revshare: attribution + scale are the traps

Outcome-based sounds great until you hit attribution debates and seven-figure payouts. Marcos explains how to structure outcome pricing so it still feels fair as volume increases, including how to build better economics at scale without collapsing your value narrative.

Seat-based pricing is melting in an AI world

Marcos predicts seat-based/flat pricing will shrink significantly as AI agents and automation decouple value from human logins. He outlines two practical transition models:

Fixed platform fee + variable usage

Fixed fee with an allowance + overage pricing

How buyers should negotiate usage pricing

From procurement’s point of view: predictability, checkpoints, fair overages, and optionality. Marcos explains tactics like negotiating overage rates, “true-forward” (roll overages into renewal), and avoiding surprise “whacks on the head.”

Bring-your-own-LLM: TAM expansion vs differentiation pressure

Letting customers bring their own keys can reduce adoption friction and shift inference cost off your P&L, but it raises the bar: you must deliver real differentiated value on top of the model (data, workflows, integrations, UX).

Competitive pricing: know it, don’t clone it

Customers anchor you to competitors, so you need to understand the landscape, but copying is a trap. Marcos shares how he uses competitive intel as an input for positioning and value framing, not as a paint-by-numbers template.

Quote highlights

“Pricing is really a trade-off game.”
“Don’t raise, don’t drop… calibrate.”
“If customers are trying to avoid buying more seats, seats probably aren’t what you should be charging for.”
“You need to reset value before you reset price.”

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