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:
The Segments and Solutions team plays a critical coordination role across the organization—aligning Sales, Customer Success, Product, Marketing, Solutions, Partnerships, PIRG, Data Operations, and RevOps around unified goals. By driving focus, enabling cross‑functional execution, and translating strategy into measurable impact, the team ensures that each segment receives a cohesive, intentional, and high‑performing experience from PitchBook. In short, they are accountable for accelerating growth, strengthening market position, and ensuring we consistently deliver value to the clients within their vertical.
The Global Segment Leader (GSL) is accountable for defining and driving PitchBook’s strategy and outcomes within a specific customer Vertical (Allocators, Banks, GPs, CSPO). Acting as the strategic lead and external face of PitchBook for their vertical, the GSL owns the segment perspective, identifies capability opportunities, sets growth targets, and ensures organizational alignment to deliver results. This role works cross-functionally across Sales, Customer Success, Product, Marketing, Solutions, Partnerships, PIRG, Data Operations, and Revenue Operations to translate strategy into measurable impact.
Primary Job Responsibilities:
- Identify product capability gaps that would enable deeper penetration and growth within the client segment
- Conduct market and client analysis to uncover unmet needs, emerging trends, and competitive threats
- Represent PitchBook in client meetings, industry events, and strategic partnerships to strengthen market positioning
- Establish structured channels for capturing and synthesizing the voice of the customer at the segment level
- Advocate for segment needs in strategic planning and product design forums
- Collaborate with Sales leadership to align go-to-market strategies with segment-specific objectives
- Set revenue growth and client penetration targets in partnership with Sales and Finance
- Define pricing strategies and product packaging approaches in collaboration with Marketing, Finance, and Sales leadership
- Ensure segment-specific vision, priorities, and customer needs are documented, communicated, and regularly updated
- Provide recommendations for investments, partnerships, or acquisitions to close capability gaps
- Monitor and synthesize competitor activity and segment-specific win/loss dynamics
- Partner with RevOps and Sales/CS leadership to shape actual cash value and churn targets, ensuring alignment with market realities
- Collaborate with RevOps and regional leaders to define and refine target account lists
- Coordinate SME resource allocation with leaders in Solutions, PIRG, Product, and Data Operations to support segment priorities
- Represent the segment in company-wide investment and resource allocation decisions alongside the Chief Solutions Officer
- Participate in high-impact client engagements to reinforce PitchBook’s strategic point of view
- 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:
- 10+ years in commercial leadership, go-to-market strategy, or industry-specific roles within SaaS, data, or financial services
- Deep understanding of private markets; direct experience in the target segment strongly preferred
- Proven success in defining and executing segment or vertical strategies with measurable business impact
- Strong executive presence; credible with C-suite clients and internal stakeholders
- Analytical rigor with the ability to synthesize data, market insights, and customer feedback into actionable strategies
- Skilled at influencing across functions without direct authority; highly collaborative operator
- Effective at driving cross-functional alignment around strategic initiatives and priorities
- 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: $240,000–$300,000
- Annual Performance-Based Incentive (at target): $120,000–$150,000
This role includes a competitive base salary plus a variable target tied to achieving business and individual performance goals.
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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What We Do
We’re a rapidly growing financial data and software company covering the private and public financial markets. Through our award-winning product, we provide comprehensive data and analysis on the capital markets to help professionals discover and execute opportunities. An independent subsidiary of Morningstar, PitchBook currently has offices in Seattle, San Francisco, New York, London, and Mumbai.
Why Work With Us
At PitchBook, culture isn’t just working hard and having fun—it’s believing in what we do and having the desire to grow as much as our company does. We take pride in fostering a learning environment where development is key and your input is valued.
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