Jobs at PitchBook

Own the full sales cycle for Lumonic, from prospecting and discovery through negotiation and closing. Build relationships with private credit, private equity, and venture capital professionals; conduct product demonstrations and proof-of-concept engagements; answer technical questions; and collaborate with implementation, customer, and product teams on onboarding. The role requires consultative selling, financial industry expertise, CRM proficiency, and five-day-per-week office attendance.

Leads the Enterprise Data Platform team, managing data engineers and driving the data engineering roadmap. Oversees scalable pipelines, ETL/ELT workflows, cloud architectures, data models, governance, quality, lineage, and performance optimization. Partners with technology and business leaders to deliver enterprise data solutions and AI/ML capabilities. Responsibilities include architecture decisions, team development, mentoring, stakeholder collaboration, compliance, and operational improvement.

Leads strategy, roadmap, and execution for Navigator, PitchBook’s AI platform experience. Oversees conversational interfaces, agent routing, persistent workspace, and workflow agents while managing and developing Product Managers. Partners with Engineering, AI/ML, Design, Data Science, Commercial, and Customer Success teams to deliver cross-functional initiatives, define success metrics, communicate product strategy, and drive organizational alignment.

Manage research data products and methodologies, build and maintain SQL and Python data pipelines, optimize queries, and support production deployments. Partner with Product, Engineering, Data Operations, and analyst teams to implement methodology updates, data cleanups, and internal or production applications. Improve research workflows, communicate project changes, and mentor junior engineers while supporting financial market research outputs.

Manage research data products, pipelines, SQL repositories, and methodology implementations across production systems. Partner with Product, Engineering, Data Operations, and analyst teams to deploy tools, improve research workflows, optimize data delivery, and maintain data quality. Communicate methodology changes and project progress to stakeholders while mentoring junior engineers. The role requires strong SQL and Python skills, financial markets knowledge, and the ability to work onsite five days per week.

Lead a small engineering team while being a hands-on backend contributor: design and build ingestion pipelines, entity resolution, enrichment workflows, and search indexing. Own service quality, performance, reliability, observability, and estimations. Mentor engineers, drive technical practices, reduce technical debt, and collaborate with product and partner teams. Use cloud, containerization, streaming systems, and search technologies to deliver scalable, production-grade systems.

Generates qualified sales opportunities through outbound prospecting and inbound lead follow-up. Conducts discovery calls, qualifies prospects, meets pipeline quotas, researches accounts, and nurtures stalled opportunities. Collaborates with Account Managers, Business Development Representatives, and Customer Success Managers while maintaining Salesforce records and using sales engagement tools. Builds expertise in private capital markets and PitchBook offerings, contributes to team initiatives, and works onsite five days per week.

Architect and deliver cloud-native services powering the PitchBook platform. Lead technical design and hands-on development of microservices, ensure non-functional requirements, document architecture evolution, guide teams on DDD and integrations (including AI/LLM tooling), and drive cross-team alignment and best practices.

Design, build, and operationalize production-grade NLP and GenAI models (summarization, semantic search, classification, prediction). Develop scalable data pipelines and distributed systems, deploy models with cloud-native tooling, mentor engineers, collaborate cross-functionally, and ensure model monitoring, evaluation, and responsible-AI practices to deliver business-aligned insights.

The Account Manager at PitchBook drives customer satisfaction and retention through strong relationships and strategic sales efforts, managing client interactions and identifying growth opportunities.

The Senior Account Manager at PitchBook will manage key customer relationships, drive growth strategies, and ensure client satisfaction through effective communication and account management.

Own GTM performance reporting, dashboards, and forecasting across Sales, Marketing, Customer Success, and Finance. Run WBR/MBR/QBR processes, perform funnel, retention, campaign ROI, territory and capacity analyses, and surface actionable insights. Partner cross-functionally to ensure KPI consistency, data governance, and automation opportunities.

Own revenue performance reporting, dashboards, and forecasting across Sales, Marketing, Customer Success, and Finance. Perform funnel, retention, ROI, territory, and lifecycle analytics using Salesforce, Marketo, Gong, and SQL. Drive WBR/MBR/QBR processes, ensure KPI consistency and data governance, generate proactive insights, and partner cross-functionally to inform GTM strategy and automation opportunities.

Generate qualified opportunities within a fixed book of accounts via outbound prospecting and inbound follow-up. Conduct discovery, qualify leads, maintain Salesforce records, use sales tools (LinkedIn, Outreach, Gong), collaborate with AMs/BDRs, and meet monthly/quarterly pipeline quotas to drive revenue growth.

Act as a commercial partner to Sales by advising on deal structuring and pricing, reviewing and processing orders and contract amendments, validating CRM data, analyzing discount and order trends, resolving discrepancies with finance/legal, and improving order management processes and turnaround time.

Provide pre- and post-sales technical expertise for PitchBook's API and data feed products, support Sales and Customer Success teams, build client solutions with remote development teams, manage technical request queues, coordinate with Product/Technology/IT, and share customer feedback to improve the platform.

Lead a small engineering team while writing production Java backend code daily. Design and own data ingestion, enrichment, entity resolution, and search-indexing systems. Ensure reliability, performance, observability, and technical quality; mentor engineers; collaborate with product and partners; drive down technical debt; use cloud, containerization, and CI/CD best practices to deliver scalable services.

The HR Business Partner will support leaders and employees across departments, manage employee relations, and improve talent programs, ensuring compliance with laws and policies.

Lead and scale FP&A functions: manage budgeting, rolling forecasts, scenario and variance analysis, driver-based models, resource/headcount planning, ROI and investment evaluations, KPI definition, dashboards, and automation/AI-enabled workflows while partnering with senior leaders to inform decisions and improve financial planning processes.

Design, build, deploy, and maintain production ML/GenAI systems focused on NLP tasks (summarization, semantic search, classification, prediction). Collaborate cross-functionally to operationalize models, build scalable data pipelines, ensure model monitoring/compliance, and mentor junior engineers while contributing to architecture and best practices.