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:
Strategic Partnerships support PitchBook's strategic priorities through establishing third party relationships and delivering revenue, exposure, improved market penetration, and/or content to PitchBook. The team works closely with PitchBook’s Segments & Solutions, Direct Data, Product, Data Operations, Commercial, Marketing, Research, RevOps, Legal, and Finance teams to execute on partnership opportunities to maximize the growth of the PitchBook business.
Partnerships are designed to extend PitchBook’s reach, establish relationships to improve the workflows of our clients, enrich PitchBook’s original data and research with differentiated content, and identify strategic investment opportunities. The Senior Partnerships Manager is responsible for the lifecycle of partnership management including the day-to-day management of a portfolio of existing partnerships which may include key channel partners, proactive outreach to prospective partners, and evaluating inbound partnership opportunities. This role works closely with Strategic Partnerships leadership to contribute to strategic objectives as they relate to partnership opportunities and with stakeholders across all other departments to define market landscape, assess competitive position, and identify potential partners. This role requires someone with a proactive approach to relationship management, ability to weigh partner interests against PitchBook's strategy, and an expertise in building relationships externally and internally within a cross-functional team environment.
Primary Job Responsibilities:
- Lead partner sourcing efforts by identifying and evaluating new data, research, and capability providers aligned with business needs
- Manage ongoing relationships with key partners, ensuring service quality and contract compliance, and proactively identify new potential partnership expansion opportunities
- Oversee contract negotiations, renewals, and amendments in collaboration with Legal and Finance
- Monitor partner performance and usage metrics to inform renewal decisions and identify optimization opportunities
- Suggest partnership marketing programs to expand key partnership opportunities and collaborate with Marketing and GTM teams to support partner-related campaigns and communications
- Maintain a robust pipeline of potential partners and track industry trends to inform partner strategy
- Coordinate quarterly payment cycles and budget tracking for partner contracts
- Provide input into partner-related budgeting and forecasting processes
- 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 preferred
- 7+ years of account management and/or business development experience
- 7+ years of experience working with financial services clients; experience with Investment Banking, Private Equity, Venture Capital, and Limited Partner clients a benefit
- Domain expertise in at least one of PitchBook’s core capabilities (e.g. Funds & Benchmarking, Credit, Equity Research, etc.)
- Prior experience with partnership/alliance licensing and go to market structures strongly preferred
- Exceptional customer-facing skills and experience with key account relationships required
- Ability to gather and distill information from disparate sources to form strategic recommendations
- Excellent verbal and written communication skills with a keen eye for detail
- Superior cross-team collaboration skills with a proven ability to coordinate with stakeholders across multiple teams and operate in a matrixed environment
- Proficiency with the Microsoft Office suite (including Copilot) and 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: $140,000-$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.
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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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