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 is responsible for driving financial success through creating, maintaining, and continually improving the operations, platforms, and intelligence that support our go-to-market teams. This team works cross-functionally with Marketing, Commercial Sales, Customer Success, Finance, and Enterprise Technology, ensuring efficiency and accuracy throughout the customer journey, from lead generation to revenue recognition. As a Product Manager, GTM Systems, you will manage the platform as a product, partnering with stakeholders to understand internal customer needs, prioritize features, and ensure the delivery of innovative solutions. Using your understanding of business processes, enterprise tools, automation, and integrated systems, you will maintain a roadmap of enhancements that drive measurable business outcomes.
As the Product Manager, Marketing Automation Platform, you will take a leadership role in defining and evolving our marketing automation capability. You will work closely with Marketing, Revenue Operations, and Enterprise Engineering stakeholders, including executives, to assess business needs, shape platform vision, and drive execution. Utilizing your expertise in marketing workflows, marketing automation technologies, enterprise platforms, automation, and integrated systems (e.g., Marketo, Salesforce, enterprise data sources), you will lead cross-functional teams to deliver transformative solutions that enhance efficiency and scalability. Your ability to influence, innovate, and execute will be critical to ensuring the success of our marketing operations.
Primary Job Responsibilities:
- Customer Understanding: Deeply understand your internal customers’ (primarily, PitchBook marketing teams’ and team members’) needs and ensure the marketing automation platform roadmap is focused on driving the most critical and impactful work for those teams. Deeply understand the needs, pain points, and workflows of internal customers to drive operational efficiency and improved business outcomes.
Marketing Platform as a Product: Own and prioritize the roadmap for the marketing automation platform, ensuring it delivers value and aligns with compliance requirements. - Functional Specifications: Develop detailed functional specifications for tool, code/low code, workflow, and data changes to the Marketing Automation Platform.
- Product Requirement Documentation: Write and maintain clear, concise, and detailed product requirement documentation (PRD) to guide development and ensure alignment with business objectives and user needs.
- Operational Expertise: Identify opportunities for process improvements and implement best practices for scalability and efficiency.
- Technology Alignment: Evaluate and recommend tools and technologies to meet Marketing needs.
- Cross-Functional Collaboration: Serve as the primary liaison between Revenue Operations, IT, and Engineering to drive platform improvements.
- Industry Trends: Stay current with marketing technologies, digital trends, and best practices to enhance the platform's capabilities.
Skills and Qualifications:
- 3+ years of experience in revenue operations, business process improvement, or a related field
- 1+ years of experience in product management
- Familiarity with marketing automation tools, such as Marketo, Salesforce, Qualified, Inflection.io, and Rollworks
- Experience applying product management methodology: discovery, customer interviews, establishing customer-centric requirements, and writing functional design documentation
- Familiarity with data integration, APIs, and enterprise systems architecture
- Strong analytical and problem-solving skills with a focus on measurable outcomes
- Experience with product management tools (e.g., JIRA, Confluence)
- Ability to collaborate with cross-functional teams (RevOps, Engineering, Finance, GTM leaders) to deliver innovative solutions
- 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-$160,000
- 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.
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Skills Required
- 5+ years of experience in product management
- Familiarity with marketing automation tools
- Experience applying product management methodology
- Familiarity with data integration and APIs
- Strong analytical and problem-solving skills
- Experience with product management tools such as JIRA and Confluence
- Ability to collaborate with cross-functional teams
PitchBook Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PitchBook and has not been reviewed or approved by PitchBook.
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Strong & Reliable Incentives — Sales compensation includes meaningful on‑target earnings with substantial upside when quotas are achieved. Variable pay structures are portrayed as rewarding top performance.
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Leave & Time Off Breadth — Time‑off offerings include flexible PTO, paid holidays, volunteer time, and a paid sabbatical after a defined tenure. These elements are emphasized as standout parts of the package.
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Retirement Support — Employer 401(k) matching is prominently featured in official materials and postings. This reinforces a focus on long‑term financial security as part of total rewards.
PitchBook Insights
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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