PitchBook

This role is for a Sr. Training Specialist focused on new hire and ongoing capability development for Commercial teams at PitchBook. The role involves facilitating training, conducting needs assessments, developing learner profiles, consulting with leaders on upskilling, and identifying skill gaps by shadowing sales and customer service representatives. The goal is to ensure training programs are relevant, effective, and aligned with business priorities, driving learner engagement and performance outcomes.

PitchBook is seeking a Data Operations Associate to join their team. This role focuses on becoming proficient in their in-house tools, conducting outreach to gather and verify private market data, and ensuring the accuracy and comprehensiveness of their database. The associate will manage email and call campaigns, build relationships with industry professionals, and collaborate with other teams to improve data quality and processes.

PitchBook is seeking an Account Development Representative to generate qualified opportunities and drive early-stage pipeline within Core accounts. This role focuses on outbound prospecting, discovery, and qualification to fuel revenue growth, working closely with Account Managers and Business Development Representatives. Success relies on building strong client relationships and contributing to company growth by strengthening the sales pipeline.

This role is for an Account Development Representative at PitchBook, a financial data company. The primary responsibility is outbound prospecting and lead qualification to generate qualified opportunities for the sales team, contributing to revenue growth and strengthening the sales pipeline. It involves researching accounts, conducting discovery calls, and maintaining CRM records. The role requires strong communication, prioritization, and a client-first attitude, with a focus on financial markets.

PitchBook is seeking an Account Development Representative to generate qualified opportunities and drive early-stage pipeline within Core accounts. This role focuses on outbound prospecting and inbound lead follow-up, with an emphasis on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. The ADR will work collaboratively with Account Managers and Business Development Representatives, research accounts, and utilize tools like LinkedIn Sales Navigator and Salesforce. The role requires a client-first attitude, strong communication skills, and an interest in financial markets.

This role is for an Account Development Representative at PitchBook, a financial data company. The primary responsibility is to generate qualified opportunities and drive early-stage pipeline within existing accounts by conducting outbound prospecting and inbound lead follow-up. The role focuses on discovery and qualification to support sales goals and revenue growth, working collaboratively with Account Managers and Business Development Representatives. Success is measured by meeting quotas for qualified opportunities and pipeline contribution. The role requires strong communication, research, and CRM skills, with an interest in financial markets.

This role is for a Director of Performance Marketing and Media at PitchBook, a Morningstar company. The role focuses on orchestrating full-funnel demand programs, effective product marketing, and brand amplification. The Director will own PitchBook’s paid media strategy and investments across various channels, driving pipeline and revenue contribution. Responsibilities include setting the operating model, leading a team, rigorous measurement and optimization, partnering with other marketing and sales teams, and managing vendor relationships. The role requires a Bachelor's degree in Marketing, Business, or a related field, 12+ years in performance/digital media with 7+ years of team leadership, and B2B SaaS experience is preferred. Fluency in marketing and CRM platforms like GA4, Marketo, and Salesforce is necessary, along with strong business acumen and budget management skills.

Director of Performance Marketing and Media at PitchBook, responsible for owning the company's paid media strategy and investments across various channels (SEM, paid social, programmatic, etc.) to drive pipeline and revenue. This role involves setting the operating model, leading a team, rigorous measurement and optimization, and partnering with various internal teams and external agencies. The position also contributes to marketing and digital leadership strategy.

PitchBook is seeking a Sr. Partnerships Manager to establish and manage third-party relationships that drive revenue, exposure, market penetration, and content enrichment for the company. This role involves managing a portfolio of existing partnerships, identifying new opportunities, negotiating contracts, and collaborating with internal teams like Product, Data Operations, Commercial, Marketing, and Legal. The ideal candidate will have a strong background in account management and business development within the financial services sector, with a focus on building and maintaining strategic partnerships.

PitchBook is seeking a Sr. Partnerships Manager to establish and manage third-party relationships that drive revenue, exposure, market penetration, and content enrichment for the company. This role involves managing a portfolio of existing partnerships, identifying new opportunities, negotiating contracts, and collaborating with internal teams like Product, Data Operations, Commercial, Marketing, and Legal. The ideal candidate will have a strong background in account management and business development within the financial services sector, with a focus on building and maintaining strategic partnerships.

PitchBook is seeking a Sr. Partnerships Manager to establish and manage third-party relationships that drive revenue, exposure, market penetration, and content enrichment for the company. This role involves managing a portfolio of existing partnerships, identifying new opportunities, negotiating contracts, and collaborating with internal teams like Product, Data Operations, Commercial, Marketing, and Legal. The ideal candidate will have a strong background in account management and business development within the financial services sector, with a focus on building and maintaining strategic partnerships.

PitchBook is seeking a Sr. Partnerships Manager to establish and manage third-party relationships that drive revenue, exposure, market penetration, and content enrichment for the company. This role involves managing a portfolio of existing partnerships, identifying new opportunities, negotiating contracts, and collaborating with internal teams like Product, Data Operations, Commercial, Marketing, and Legal. The ideal candidate will have a strong background in account management and business development within the financial services sector, with a focus on building and maintaining strategic partnerships.

This role is for a Salesforce Administrator responsible for configuring, customizing, and integrating Salesforce Sales Cloud, Experience Cloud, and Service Cloud to support go-to-market teams. The role involves managing user access, troubleshooting issues, and staying updated on Salesforce features. It is not directly involved in AI/ML model development or deployment.

Reporter for PitchBook, a financial data company, focusing on European Private Equity. The role involves reporting on market trends, deals, and funds, writing data-driven articles, and collaborating with internal teams. Requires strong journalism and analytical writing skills, with experience in financial markets and technology being desirable.

Account Executive for Lumonic, a subsidiary of PitchBook, focusing on private credit management platform sales within the alternative investment industry. Requires financial acumen, sales experience, and product demonstration skills.

This is an Account Executive role for Lumonic, a subsidiary of PitchBook, which is a private credit management platform. The role focuses on full-cycle sales within the alternative investment industry, requiring financial acumen, product knowledge, and the ability to conduct product demonstrations and POCs. The core responsibilities involve prospecting, relationship-building, and closing new business, not AI/ML development.

PitchBook is seeking a Sr. Site Reliability Engineer to create and evolve systems for reliable and consistent operation of their product suite. The role involves defining SLOs, building systems to meet them, deploying and managing production systems, working with developers on large-scale services, incorporating observability tools, performing incident management, root cause analysis, eliminating single points of failure, building reliability and redundancy, establishing recoverability, mitigating failures through automation, and mentoring other engineers. The role requires independent responsibility for building and managing system subsets, best practices for infrastructure-as-code, and collaboration with colleagues.

PitchBook is seeking an Account Development Representative to join their Account Management & Customer Success team. This role focuses on generating qualified opportunities and driving early-stage pipeline within Core accounts through outbound prospecting and inbound lead follow-up. The ADR will conduct discovery calls, qualify prospects, and collaborate with Account Managers and Business Development Representatives to uncover growth within existing clients and identify new opportunities. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships.

Associate Analyst, EMEA Private Capital role at PitchBook, a Morningstar company. This role involves supporting the EMEA Private Capital team by conducting research on alternative investments, focusing on venture capital, private equity, institutional allocators, and global economic conditions. Responsibilities include establishing research frameworks, analyzing data from various sources, writing and editing research reports, managing distribution channels, and collaborating with data analysis and product teams. The role requires strong analytical and communication skills, knowledge of financial concepts, and an interest in private financial markets. Experience in equity research or related financial services is preferred.

Account Executive role focused on new client acquisition for PitchBook's financial data platform. Responsibilities include managing the sales pipeline, conducting product demonstrations, and closing deals. Requires 3+ years of sales experience, CRM proficiency, and strong communication/negotiation skills. Interest in financial markets is preferred.

Sr. HR Business Partner role at PitchBook, focusing on supporting business units with HR strategies, employee relations, performance management, compensation, and coaching. The role also contributes to broader People Team projects and initiatives, ensuring compliance with employment laws and supporting talent programs.

This role is for a Sr. Data Engineer at PitchBook, a Morningstar company. The primary responsibilities include building unified data technologies, designing and maintaining database and reporting structures, defining and developing ELT processes and data modeling solutions, and establishing reports and dashboards to translate business data into insights. The role also involves mentoring junior engineers and staying updated on data engineering trends. The required skills include a Bachelor's degree, 5+ years of experience in data engineering, data pipelines, data modeling, data architecture, data cleansing, governance, quality, advanced SQL, Python, ETL/ELT processes, data alerting, data observability, data storage solutions, data warehousing, cloud platforms, and containerized deployment environments. Experience with enterprise technologies is a plus. The compensation is $140,000-$170,000 annually with a 10% target bonus.

Associate Data Analyst, Customer Support role at PitchBook, a financial data company. Responsibilities include building charts/visualizations, performing data analysis using SQL and Excel, managing client data requests, and identifying customer experience pain points to inform product improvements. Requires a Bachelor's degree, 1+ years of experience with large datasets or in financial services, and proficiency in Salesforce, Excel, and SQL.

This role supports PitchBook's Lumonic subsidiary, a private credit management platform, by assisting customers with portfolio monitoring, tracking KPIs, managing borrower compliance, and analyzing financial statements. Responsibilities include data collection, customer feedback, product testing, and cross-functional collaboration.

Account Executive role at PitchBook, a financial data provider. Responsibilities include meeting sales goals, building a pipeline, prospecting, conducting product demonstrations, and acting as a consultant to clients. Requires sales experience, CRM proficiency, and interest in financial markets. This is a sales role, not directly involved in AI/ML development.

Business Development Executive role at PitchBook, a financial data provider. The role focuses on closing new business opportunities, managing the sales cycle, and demonstrating the PitchBook platform to potential clients. It involves building and managing a sales pipeline, prospecting, and acting as a consultant to understand client needs. The role is part of the Sales team and requires strong sales, negotiation, and communication skills, with an interest in financial markets.

PitchBook is seeking a Market Development Representative to join their Sales team. This role focuses on engaging inbound leads through phone, email, and LinkedIn to book product demos for the SMB Sales Team. The position involves understanding client needs, positioning products, and contributing to sales goals. It is a non-exempt role with a base salary and on-target commission.

PitchBook, a Morningstar company, is seeking a Market Development Representative to join their Sales team in New York. This role focuses on engaging inbound leads through phone, email, and LinkedIn to book product demonstrations for the Small Medium Business Sales Team. The position involves understanding client needs, positioning products and services, and contributing to overall sales goals. The role is primarily focused on sales and client acquisition within the capital markets domain.

This role provides direct customer support via phone, email, and chat to existing clients, troubleshooting issues and ensuring a positive customer experience. It involves documenting interactions in Salesforce and identifying customer pain points to inform product improvements.

Senior Account Manager at PitchBook, a financial data company, responsible for managing core customer relationships, developing sales strategies for expansion and renewals, and ensuring customer satisfaction. The role involves identifying growth opportunities, conducting client demonstrations, managing the sales cycle, and utilizing CRM and other tools for client management and reporting. Requires sales or account management experience, fluency in Japanese and English, and strong communication and negotiation skills.

Account Manager at PitchBook, a financial data provider, responsible for managing core customer relationships, developing sales strategies for expansion and renewals, and ensuring customer satisfaction. The role involves identifying growth opportunities, building long-term strategies, conducting client demonstrations, and managing the sales cycle using CRM tools like Salesforce and Catalyst. Requires fluency in Japanese and English, sales experience, and strong communication and negotiation skills.

This role is for an Account Executive focused on selling PitchBook's API and data feed solutions to clients in the financial industry. The AE will consult with clients, partner with internal teams, manage sales opportunities, and forecast pipeline. Requires experience with customer-facing data feed and API solutions, and the ability to explain technical concepts to non-technical audiences.

Account Manager at PitchBook, a financial data provider, responsible for managing core customer relationships, developing sales strategies for expansion and renewals, and ensuring customer satisfaction. The role involves identifying growth opportunities, conducting client demonstrations, and managing the sales cycle using CRM tools.

Staff Software Architect responsible for architecting and delivering services for the PitchBook platform, guiding technical teams, and building customer-facing solutions. Requires experience in cloud architecture, microservices, and Domain Driven Design, with a focus on hands-on development and technical leadership.

Staff Software Architect responsible for architecting and delivering services for the PitchBook platform, guiding technical teams, and building customer-facing solutions. Requires experience in cloud architecture, microservices, and Domain Driven Design, with a focus on hands-on development and technical leadership.

The Portfolio Analyst, Private Capital at PitchBook supports the Lumonic subsidiary, a private credit management platform. The role involves assisting customers with portfolio monitoring, tracking KPIs, managing borrower compliance, and analyzing financial statements. Responsibilities include data collection, customer feedback, product testing, and cross-functional collaboration.