Jobs at PitchBook

Serves as the private-market indexes subject matter expert, advising on index construction, benchmarking, valuation, and performance measurement. Publishes institutional research, represents the index franchise at industry events, engages clients, and channels feedback into product strategy. Partners cross-functionally with research, product, data operations, sales, marketing, and partnerships teams to support index development, competitive intelligence, methodology updates, and internal enablement.

Leads PitchBook’s APAC Customer Support organization, managing support managers, regional strategy, staffing, compensation, scheduling, training, performance, and service-level goals. The role drives workflow efficiency, coaching, escalation resolution, cross-functional process improvements, and strategic projects while ensuring high-quality customer support and business-hour coverage. It also partners with global support leadership and other departments to improve products, processes, and team capabilities.

Manages global client events, especially in EMEA, from planning through follow-up, including venues, catering, signage, shipping, swag, enablement, and on-site coordination. Oversees the Sendoso gifting platform, campaigns, and inventory while supporting commercial teams and global conferences. Collaborates across marketing, sales, customer success, product marketing, enablement, operations, and creative teams to improve customer engagement and retention.

Lead global energy production and distribution research covering oil, gas, utilities, transmission, transportation, storage, and data-center energy infrastructure. Produce data-driven reports, market analysis, taxonomies, timely commentary, and industry outlooks for investment and corporate clients. Support client inquiries, due diligence, business development, sales efforts, media requests, and research distribution. Apply AI and proprietary data to develop actionable intelligence and improve research discovery.

Leads Salesforce administration and a team of CRM administrators, overseeing platform operations, configuration, automation, integrations, releases, governance, data quality, security, and user adoption. Partners with Revenue Operations, Marketing, Sales, Customer Success, IT, vendors, and product teams to translate business needs into scalable GTM system solutions. Manages intake, backlog, support SLAs, deployment processes, platform reliability, and continuous improvement while remaining hands-on with Salesforce and related tools.

Provides operational and administrative support across employee engagement, talent acquisition, onboarding, employee lifecycle processes, and local office initiatives. Coordinates events, communications, recruiting interviews, candidate logistics, HRIS and ATS records, onboarding and offboarding, compliance documentation, employee relations support, and engagement programs. The role partners with People, Facilities, recruiters, office leaders, and employee resource groups while managing multiple priorities and supporting a positive employee experience.

Develop and operationalize machine learning systems powering AI-driven insights from structured and unstructured financial data. Build NLP, generative AI, LLM, summarization, semantic search, classification, and prediction solutions. Responsibilities include model architecture, training, deployment, monitoring, optimization, scalable data pipelines, technical reviews, mentoring, research translation, and cross-functional collaboration with engineering, product, and data teams.

Develop and deploy production-grade machine learning systems that generate insights from structured and unstructured financial data. Responsibilities include NLP, summarization, semantic search, classification, prediction, GenAI, and LLM development; model training, monitoring, optimization, and operationalization; scalable data pipeline integration; architectural contributions; and collaboration with engineering, product, and data science teams.

Supports global client events and gifting programs for Sales and Customer Success. Responsibilities include end-to-end event planning, venue and catering coordination, signage, shipping, swag, on-site event support, Sendoso campaign and inventory management, Company Store support, and cross-functional project participation. The role requires strong organization, communication, collaboration, and the ability to manage multiple priorities in a fast-paced, office-based environment.

Supports private capital portfolio monitoring by organizing financial statements, tracking performance indicators, managing borrower compliance requirements, and analyzing financial information. Collaborates with customers to gather feedback, supports product testing and feature development, and works cross-functionally with Sales, Implementation, and Customer Success teams. The role also contributes to company initiatives and projects while providing strong customer service and problem-solving support.

Manages APAC Data Operations teams and strategy, including hiring, training, people development, data quality assurance, research methodologies, benchmarking, budgeting, and operational reviews. Leads strategic initiatives and multi-year data expansion roadmaps while partnering with Sales, Customer Success, Product, and Engineering. Uses SQL, Python, BI tools, automation, and AI-enabled research tools to improve workflows, track KPIs, address data gaps, and enhance client support.

The Systems Administrator designs, configures, and maintains company infrastructure, including cloud systems, networks, firewalls, and SaaS tools. Responsibilities include escalated support, access administration, vendor coordination, infrastructure troubleshooting, and leading migrations, software rollouts, and cross-functional IT projects. The role also supports SOC 2 audit evidence and controls, documents IT processes, and pilots AI-driven service improvements. This is an onsite position requiring collaboration with distributed teams and occasional travel.

Leads PitchBook’s daily venture capital and emerging technology newsletter, setting editorial direction and quality standards. Produces original financial journalism, market analysis, enterprise reporting, and data-driven stories; edits contributions from reporters and analysts; collaborates with research, data, and visualization teams; and develops a strong network of industry sources. The role requires attending relevant events, occasional travel, and working onsite in San Francisco five days per week.

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.

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.

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.

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.