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:
Revenue Operations plays a critical role in ensuring financial success by improving the platforms, operations, and systems supporting our go-to-market teams. This team partners with Marketing, Sales, Customer Success, and Finance to deliver scalable and efficient processes across the customer lifecycle, from lead generation to revenue recognition. Revenue Operations is essential to achieving our company’s revenue and operational goals.
As the Product Manager II, GTM Systems, you will focus on managing the Sales Platform as a product. You will work closely with key stakeholders to understand internal customer needs, prioritize features, and ensure the delivery of innovative solutions. Using your deep understanding of business processes, enterprise tools, automation, and integrated systems (e.g., Salesforce CPQ, Gong, LeanData, Outreach ect), you will create and maintain a roadmap of enhancements that drive measurable business outcomes. Collaborating with business analysts, tool administrators, and engineers, you will ensure platform changes meet business objectives while adhering to compliance requirements.
Primary Job Responsibilities:
- Deeply understand the needs, pain points, and workflows of internal customers to drive operational efficiency and improved business outcomes
- Own and prioritize the roadmap for the Sales & CS Platform team, ensuring it delivers value and aligns with compliance
- Develop detailed functional specifications for tool, code/low code, workflow, and data changes to the Sales & CS Platform team
- Write and maintain clear, concise, and detailed product requirement documentation (PRD) to guide development and ensure alignment with business objectives and user needs
- Identify opportunities for process improvements and implement best practices for scalability and efficiency
- Track and analyze KPIs, engagement, and usage metrics to measure the platform's impact and guide decision-making
- Evaluate and recommend tools and technologies to meet Sales & CS needs
- Stay current with finance technologies, digital trends, and best practices to enhance the platform's capabilities
- 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:
- Bachelor's degree in preferably in Computer Science, Math, Statistics, Finance, Accounting, or related field
- 5+ years of experience in revenue operations, business process improvement, or a related field
- 3+ years of experience as a product manager
- Familiarity with Salesforce, Outreach, Gong, and other sales tools
- Strong experience with product management tools like JIRA and Confluence
- Proven analytical and problem-solving skills with a focus on delivering measurable outcomes
- Experience applying product management methodology and deliverables, including leading customer conversations, establishing customer-centric requirements, and writing functional design specification documents to satisfy the requirements
- Proficiency in data integration and management, with a solid understanding of database structures, APIs, and data governance principles
- Ability to collaborate with cross-functional teams to deliver innovative solutions
- 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: $130,000 - $170,000
- Target annual bonus percentage: 10%
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.
#LI-MS1
#LI-Onsite
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.
Gallery
