At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.
Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.
If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.
About the Role:
Customers are King! Each and every day the PB Learning Team works to ensure that our employees have the knowledge and capabilities needed to ensure our customers are successful in using PitchBook. Onboarding, professional and career development are handled by the PB Learning team. PB Learning does whatever it takes to ensure our employees achieve their goals and continue to grow in their skills and their careers.
PitchBook’s Manager,Training leads the facilitation and delivery of high‑impact learning experiences for PitchBook’s Sales and Customer Success teams. This role is responsible for managing a team of facilitators, ensuring delivery excellence across onboarding and ongoing enablement, and personally facilitating and co-facilitating alongside the team, conducting training in both in‑person and virtual formats. The ideal candidate is a strong people leader and master facilitator who brings operational discipline to training delivery while creating engaging, adult‑learning‑centered experiences that support on‑the‑job performance.
Primary Job Responsibilities:
- Partner with PB Learning leadership and business stakeholders to lead training initiatives for new hires and the ramping and upskilling of our Commercial teams
- Manage, coach, and develop a team of Sales & Customer Success facilitators, fostering high standards for facilitation quality and learner engagement
- Own facilitator capacity planning and coverage decisions, proactively balancing training demand, facilitator readiness, and learner experience across regions and programs
- Personally facilitate approximately 50% of assigned training, including onboarding, ramping, and upskilling in both virtual and in‑person formats
- Partner with program managers to develop and maintain a training calendar, ensuring timely delivery of programs for new hires, upskilling, and ongoing development
- Partner with HR Operations to manage training delivery operations, including maintaining the facilitation roster, and assignment of facilitators to sessions
- Work cross-functionally with Sales Enablement and Revenue Operations on shared training initiatives to ensure Sales and Customer Success professionals are well equipped to do their jobs
- Provide input and facilitation expertise as a contributor to development of Sales and Customer Success training materials geared for adult learning and effective group facilitation
- Ensure facilitator readiness through session preparation, observation, feedback, and ongoing coaching to increase individual and team performance
- Establish and track facilitation excellence KPIs and monitor delivery consistency and learner experience across facilitators, geographies, and modalities
- Collaborate with content owners and program partners to ensure facilitators are prepared to deliver uptodate, accurate learning experiences
- Travel to PitchBook offices as needed to facilitate training sessions, observe facilitation, and support facilitator development
- Work on supplemental training initiatives as driven by business or market imperatives
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
Skills and Qualifications:
- A Bachelor’s degree in curriculum development, business, psychology, communications, or related field
- 5+ years of combined work experience in Learning and Development, preferably in the Sales and/or Customer Success, and Sales Enablement domains
- 2+ years of experience managing or leading training teams
- Strong facilitation skills with the ability to engage diverse learner audiences in virtual and in‑person settings and experience with adult learning techniques
- Operational experience coordinating training schedules, calendars, and delivery logistics
- A demonstrated drive for results and an ownership mentality
- Strong execution skills for multi-functional and cross-organizational assignments and able to thrive in a constantly changing environment
- Experience engaging with people across a variety of levels with diverse backgrounds
- Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Robust training programs on industry and soft skills
- Employee assistance program
- Generous allotment of vacation days, sick days, and volunteer days
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment._ _
Compensation
- Annual base salary: $140,000-$160,000
- Target annual bonus percentage: 15%
Working Conditions:
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
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