PitchBook

PitchBook is seeking a Product Management leader to own the strategy, execution, and team for Navigator, their AI platform experience. This role involves defining the product strategy and roadmap for the conversational interface, agent routing architecture, persistent workspace, and specialist agents. The leader will manage a team of product managers, collaborate with Engineering, Design, and Data Science, and be a key voice in PitchBook's broader AI strategy. The role requires AI product intuition, private markets domain knowledge, and leadership skills to drive a high-velocity initiative.

Technical Product Manager for AI Enablement at PitchBook. This role focuses on owning the product vision and roadmap for internal AI enablement platforms, including managed model and tool access, shared context layers, agent frameworks, and enterprise AI workflows. The goal is to make AI easy, safe, and scalable for internal teams, translating ambiguous needs into actionable roadmaps and ensuring successful experiments are operationalized into production-grade capabilities. The role emphasizes enabling AI adoption, reducing friction, increasing speed, and unlocking new capabilities for internal teams using Generative AI and LLMs.

This role focuses on leveraging data and analytics to improve PitchBook's go-to-market engine, influencing strategic decisions, and building scalable analytics solutions. While not directly building AI models, the role involves identifying opportunities for advanced analytics, predictive insights, and intelligent automation, and has a genuine interest in AI-driven analytics.

This role focuses on sales enablement, specifically for PitchBook's New York office. The Sr. Sales Enablement Manager will own the strategy and programs to equip commercial teams with the knowledge, skills, and tools needed to drive revenue. A key responsibility includes championing AI enablement initiatives and leading the rollout of AI-powered tools and agents to improve commercial productivity.

Principal Product Manager role focused on defining and executing the AI product vision, strategy, and roadmap for PitchBook's deal sourcing products. This role involves collaborating with cross-functional teams to drive AI-powered innovation, manage the product lifecycle, and mentor team members.

This role focuses on building AI capabilities and skills within the employee base of PitchBook, a financial data company. It involves designing and delivering enterprise-wide AI learning programs, ensuring employees can use AI responsibly and effectively. The role also owns foundational employee development programs and supports the company's shift towards a skills-based organization. It requires AI fluency, understanding of AI capabilities and limitations, and the ability to translate this into practical enablement for various roles.

This role is for a Sr. Data Analyst on the Revenue Operations team, focusing on improving systems, data, and insights for PitchBook's go-to-market engine. The analyst will partner with leaders to define metrics, identify growth opportunities, and influence strategy through data-backed insights. Responsibilities include building reporting frameworks, dashboards, and models, ensuring data quality, and identifying opportunities for advanced analytics and predictive insights. The role requires strong SQL, BI tool experience, and a genuine interest in AI-driven analytics.

The Director, Technology Business Operations/Chief of Staff will operate the Office of the EVP, Technology & Engineering, amplifying the impact of technology leadership across a global Technology organization of over 500 employees. This role translates strategy into execution, runs the operating cadence, and drives cross-functional alignment for Product Engineering, Data Collection Technology, AI/ML, Enterprise Technology, and Technology Operations to deliver against company priorities. The role requires technical depth to interrogate proposals, shape architecture decisions, and accelerate outcomes. Success involves establishing a predictable operating system, sharpening portfolio choices, and improving delivery velocity and reliability.

Sales Manager role at PitchBook, a financial data company, focused on leading a team of Sales Representatives and Account Managers to achieve revenue targets. Responsibilities include coaching, performance management, pipeline monitoring, and ensuring adherence to sales processes. Requires 5+ years of sales experience with 2+ years in leadership, CRM proficiency, and understanding of financial markets.

PitchBook, a Morningstar company, is seeking an Account Executive for their Small Medium Business team in Seattle. This role focuses on closing new business opportunities, managing prospects through the sales cycle, and acquiring new clients. The Account Executive will conduct product demonstrations, build and manage a sales pipeline, and contribute to the company's sales goals. The ideal candidate has 3+ years of sales experience, preferably in technology, with strong negotiation and closing skills, and an interest in financial markets.

Account Executive role at PitchBook, a financial data company. Responsibilities include meeting sales goals, building sales pipelines, prospecting new business, conducting product demonstrations, and acting as a consultant to prospects. Requires 3+ years of sales experience, CRM proficiency, negotiation skills, and interest in financial markets. Compensation includes base salary and variable commission.

This role is for a Manager, Training at PitchBook, a Morningstar company. The primary focus is on leading the facilitation and delivery of learning experiences for Sales and Customer Success teams, managing a team of facilitators, and ensuring delivery excellence in onboarding and ongoing enablement. The role involves both personal facilitation and coaching team members, with a strong emphasis on adult learning principles and operational discipline in training delivery.

PitchBook is seeking a Business Development Executive to join their Sales team. The role involves closing new business opportunities, managing prospects through the sales cycle, acquiring new clients, and conducting product demonstrations to showcase the value of the PitchBook Platform. The executive will build and manage a sales pipeline, grow the client portfolio, and act as a consultant to understand client needs and business priorities. The role requires 3+ years of sales experience, CRM proficiency, strong negotiation skills, and an interest in financial markets.

Account Management Director at PitchBook, a Morningstar company, responsible for managing core customer relationships, developing sales strategies for expansion and renewals, and ensuring customer satisfaction. The role involves identifying growth opportunities within existing client accounts, acting as a primary point of contact, and establishing lasting relationships with decision-makers. Key responsibilities include achieving sales and retention goals, conducting client demonstrations, managing the sales cycle, and utilizing CRM and other tools for client management and data analysis.

Product Manager II, GTM Systems at PitchBook, responsible for managing the Sales Platform as a product. This role involves understanding internal customer needs, prioritizing features, and delivering innovative solutions using a deep understanding of business processes, enterprise tools, automation, and integrated systems. The Product Manager will create and maintain a roadmap of enhancements, ensuring platform changes meet business objectives and compliance requirements.

Customer Support Specialist at PitchBook, a financial data company, providing direct customer support via phone, email, and chat to existing clients. The role involves troubleshooting issues, ensuring customer success, documenting interactions in Salesforce, and identifying customer experience pain points to inform product improvements. It requires strong communication, problem-solving, and CRM skills, with a client-first attitude.

This role is for a Sr. Marketing Specialist focused on events and partnerships to drive lead generation, pipeline velocity, and brand position for PitchBook, a financial data company. The responsibilities include managing conference strategy, vendor relationships, partner coordination, and evaluating event effectiveness. The role requires collaboration with Sales, Customer Success, and other internal teams. While the company is in the enterprise AI domain, this specific role is marketing-focused and does not involve direct AI/ML development.

Product Manager for PitchBook's Marketing Automation Platform, focusing on enhancing efficiency and scalability for go-to-market teams. This role involves understanding internal customer needs, managing the platform roadmap, developing functional specifications, and collaborating with cross-functional teams. The ideal candidate has experience in revenue operations, product management, and marketing automation technologies.

Administrative Assistant for PitchBook's legal team, responsible for task management, client compliance questionnaires, drafting legal documents, and electronic record keeping. Requires strong organizational and communication skills, discretion, and ability to learn technical information.

Manager, Commercial Sales at PitchBook (a Morningstar company) responsible for leading a team of Sales Representatives and Account Managers to achieve revenue targets. This role involves coaching, performance management, pipeline monitoring, and ensuring adherence to sales processes and company policies within the fintech domain.

Sales Engineer for PitchBook's API and data feed solutions, providing pre- and post-sales technical expertise, ongoing consultation, and support to clients and internal teams. This role involves partnering with Sales and Customer Success to implement technical solutions, coordinating with Product and Technology teams, and managing client requests for technical solutions.

PitchBook is seeking a Director, Technology Business Operations/Chief of Staff to operate the Office of the EVP, Technology & Engineering. This role will translate strategy into execution, run the operating cadence, and drive cross-functional alignment across Product Engineering, Data Collection Technology, AI/ML, Enterprise Technology, and Technology Operations. The individual will combine technical depth with program rigor to shape architecture decisions and accelerate outcomes. Success involves establishing a predictable operating system, sharper portfolio choices, and improvements in delivery velocity and reliability.

Seeking a Director of Technology Business Operations/Chief of Staff to support the EVP of Technology & Engineering in a 500+ employee global organization. This role will translate strategy into execution, manage operating cadence, and drive cross-functional alignment across Product Engineering, Data Collection Technology, AI/ML, Enterprise Technology, and Technology Operations. Responsibilities include shaping priorities, managing planning and roadmaps, overseeing technical processes, partnering with leaders on strategy, leading build-vs-buy decisions, championing engineering health metrics, and managing communications and change initiatives.

This role is for a Market Development Representative (Early Career, Inbound Sales) at PitchBook, a Morningstar company. The primary focus is on engaging inbound leads, booking product demonstrations, and contributing to sales goals by connecting with potential clients through phone, email, and LinkedIn. The role involves understanding client needs, utilizing a tool stack for lead management, and acting as a consultant to position products and services. It is a sales-focused role with a salary of $60,000 and on-target commission of $27,500.

This is a Market Development Representative role focused on inbound sales for PitchBook, a financial data and software company. The role involves engaging with leads, booking product demonstrations, and contributing to sales goals. It is an early-career position with a focus on customer interaction and sales cycle initiation.

PitchBook is seeking a Senior Technical Program Manager to lead the delivery of a new deal sourcing product. This role involves driving cross-functional execution, translating strategic vision into outcomes, managing dependencies, and ensuring disciplined planning and risk management. The ideal candidate will have strong technical fluency, operational rigor, and experience delivering enterprise-scale systems, including AI-powered product capabilities.

HR Specialist role focused on operational support for new hire onboarding, HRIS administration, compensation, and employee data reporting. The role will also explore and apply emerging tools, including AI, to enhance HR processes.

This role is an Account Development Representative focused on outbound sales and generating qualified opportunities within existing accounts for PitchBook, a financial data company. The role involves prospecting, conducting discovery calls, and collaborating with sales and customer success teams to drive revenue growth. It requires strong communication, CRM experience, and an interest in financial markets.

Customer Support Specialist for PitchBook, a financial data provider. Responsibilities include providing direct customer support via phone, email, and chat, troubleshooting issues, documenting interactions in Salesforce, and identifying customer experience pain points to inform product improvements. Requires strong communication, problem-solving, and CRM experience.

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.

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 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.

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.

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.

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 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.