About the Role:

As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation.

Principal Product Managers at PitchBook are strategists and leaders. In this role, you will be a catalyst for AI-powered innovation at PitchBook – partnering across teams to help shape the future of how we harness artificial intelligence. You’ll collaborate with cross-functional teams, including engineering, design, and data science, to execute a product roadmap that drives measurable outcomes. You will champion client needs, advocate for innovative solutions, and identify new opportunities to elevate PitchBook's capabilities. Additionally, you’ll play a pivotal role in mentoring team members within the Product organization, fostering a culture of growth and excellence.

The Product Management team within PitchBook’s Product organization works to strategically align PitchBook’s product initiatives with core customer needs and ruthlessly prioritize development efforts to drive both increased user engagement and increased win rates vs competitors.

Primary Job Responsibilities:

• Define the AI product vision, strategy, and roadmap to increase adoption and engagement of PitchBook products among users 
• Identify opportunities for product innovation and differentiation by working backwards from the customer journey 
• Manage the product lifecycle from ideation to launch to end-of-life 
• Collaborate with design, engineering, data science, and adjacent product teams 
• Actively define product roadmap prioritization and create business cases for new opportunities 
• Define and own measurable business and customer outcomes for your product area; set success metrics, monitor performance, and ensure product work drives demonstrable impact 
• Collaborate with engineering to understand system architecture and dependencies; evaluate technical feasibility and make informed trade-offs between complexity, scalability, and timeline
• Partner with design to evaluate solutions against UX principles, identify experience gaps, and advocate for intuitive, accessible product experiences 
• Establish and maintain structured customer feedback loops, synthesizing insights from user interviews, support tickets, customer success, and analytics to ensure real customer needs drive product decisions 
• 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 Computer Science, Finance, or related field. Post graduate degrees or certifications are preferred 
• 8+ years of experience as a product manager or position with similar impact  
• 8+ years customer driven product management experience creating product strategy, roadmaps, aligning stakeholders, and setting product vision 
• Experience influencing senior and executive leadership through data-driven insights
• Experience in data products, analytics platforms, or B2B SaaS at scale. CFA, CAIA, or Financial industry experience is preferred
• Ability to communicate complex ideas with clarity and conviction; crafts compelling narratives tailored to diverse audiences, from engineers to executives 
• Proven ability to collaborate with clients and cross-functional teams to drive user-centric product innovation
• Self-directed: sets and meets deadlines, multi-tasks, and prioritizes in a fast-paced environment 
• Strong bias for action and a proactive mindset toward problem-solving 
• Track record of mentoring product managers and contributing to team growth and PM craft
• Ability to leverage tools (SQL, Tableau, financial modeling tools, MixPanel, FullStory) to analyze data and drive informed product decisions 
• Solid understanding of the convergence of private and public markets and a passion for staying ahead of industry trends 
• Familiarity with system architecture concepts, data pipelines, and the ability to partner effectively with engineering on technical trade-offs 
• 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: $175,076-$237,475
• Target annual bonus percentage: 15%

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

About the Role:

As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation.

We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other’s words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth, and business value. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us!

The Navigator team sits within PitchBook's product organization and is the primary driver of the company's Integrated AI Platform strategy. The team is building the foundational experience layer through which all AI-native workflows will be delivered: a persistent workspace, an agent routing engine, and a growing suite of workflow agents that serve sourcing, portfolio, and research use cases.

We are seeking a product management leader to lead strategy, execution, and the team responsible for Navigator, PitchBook's AI platform experience. This leader owns the product strategy and roadmap — including the conversational interface, agent routing architecture, persistent workspace, and the specialist agents that serve user workflows end to end. You will manage and develop a team of product managers, partner closely with Engineering, Design, Data Science, and Commercial teams, and serve as a key voice in PitchBook's broader AI strategy. This role requires a rare combination of AI product intuition, private markets domain knowledge, and the leadership presence to drive a high-velocity, high-stakes initiative across a large cross-functional organization.

Primary Job Responsibilities:

• Own Navigator product strategy and vision. Define and communicate a compelling multi-quarter vision and roadmap for Navigator's agentic platform — including the conversational interface and various workflow agents
• Lead and grow a high-performing Product Management team. Hire, mentor, and manage a team of product managers, fostering a culture of customer empathy, data-driven decision-making, and continuous improvement. Evaluate Product Manager quality and develop role expectations as the team scales
• Drive delivery of complex and cross-functional roadmaps. Partner with Engineering, AI/ML, Design, and Data leaders to execute against roadmap commitments with speed and quality. Remove blockers, manage dependencies, and maintain clarity and momentum across a large and distributed team
• Define and measure business outcomes. Own clear success metrics for Navigator engagement, retention, and competitive differentiation. Build and interpret performance dashboards, validate impact post-launch, and continuously improve prioritization based on evidence
• Shape PitchBook's AI product narrative. Act as a subject matter expert and internal thought leader for Navigator and agentic AI product strategy. Represent Navigator's direction to across internal and external stakeholders with clarity and conviction
• Drive cross-functional alignment and stakeholder management. Build strong relationships with Commercial, Customer Success, Engineering, and Data leadership. Proactively communicate priorities, manage trade-offs, and maintain trust across a broad set of senior stakeholders
• Contribute to team culture and organizational health. Support the vision and values of the company through role modeling, encouraging desired behaviors, and participating in hiring, onboarding, and team-building efforts
• 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 with strong academic performance in Computer Science, Math, Statistics, Finance, Accounting, or related field 
• 8+ years of product management experience within SaaS, enterprise, or cloud-based solutions 
• 4+ years managing or mentoring product managers 
• Strong fluency with data: ability to build dashboards, interpret behavioral analytics, define success metrics, and validate product impact (e.g., Mixpanel, Snowflake, or equivalent)
• Proven ability to define and communicate compelling product vision and roadmaps across multi-quarter and multi-team initiatives
• Excellent communication and narrative skills with the ability to craft and deliver clear, compelling presentations to executive leadership, commercial partners, and engineering teams alike
• Experience leading and developing Product Management teams in fast-paced and high-ambiguity product environments
• Proficiency with the Microsoft Office suite and modern product/collaboration tooling (Jira, Confluence, Figma, etc.)
• Demonstrated track record delivering AI/ML or conversational AI products in B2B SaaS environment
• Understanding of agentic AI system architectures — including LLM orchestration, retrieval-augmented generation, and multi-agent patterns — sufficient to make sound technical trade-offs and credibly partner with engineering leadership
• Passionate about or experienced in private capital markets — including venture capital, private equity, M&A, or related financial services — with an understanding of how dealmakers source, diligence, and monitor investments
• Experience influencing senior leadership through data-driven insights
• 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: $211,000-$240,000
• Target annual bonus percentage: 15%

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

About the Role:

As part of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation. 

We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other’s words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth, and business value. We invest heavily in our people who are eager to learn and constantly improve. Join our team and grow with us!  

We’re seeking a senior, execution-focused Senior Technical Program Manager to lead delivery of a high-impact initiative central to PitchBook’s growth strategy. This role will drive cross-functional execution for a new deal sourcing product, partnering closely with Product, Engineering, Design, and Commercial teams to translate strategic vision into scalable, measurable outcomes. As the program leader, you will bring structure to ambiguity—aligning stakeholders around clear goals, milestones, and success metrics while managing complex dependencies across teams and systems. You will ensure disciplined planning, risk management, and delivery predictability as the product evolves from early concept through launch and scale. 

This highly visible role requires strong technical fluency, operational rigor, and the ability to synthesize diverse inputs into actionable execution plans. You will proactively identify risks, manage tradeoffs across scope and schedule, and maintain executive visibility in progress and outcomes. Success in this role requires influence without authority, a bias for action, and the ability to drive alignment across executive leadership, engineering, and commercial teams to deliver a market-defining solution. 

Primary Job Responsibilities:

• Drive end-to-end execution of strategic, cross-functional initiatives across Product, Design, Engineering, and Go-to-Market teams, aligning vision to execution and ensuring successful delivery and market readiness
• Translate technical strategy into structured execution plans, defining milestones, deliverables, success metrics, resource needs, and measurable business outcomes
• Identify and drive resolution of execution roadblocks, surfacing risks early, challenging misaligned assumptions, clarifying tradeoffs, and presenting solution paths that enable timely, well-informed leadership decisions
• Drive cross-team alignment and dependency management, mapping system, roadmap, and integration dependencies while proactively managing sequencing risks and tradeoffs across scope, schedule, and resources
• Identify and mitigate execution risks and blockers, escalating when appropriate to maintain delivery predictability and momentum
• Drive program visibility and governance through executive and steering committee facilitation and decision-ready written communications (status reports, executive briefs, decision memos, and risk summaries) ensuring clear decisions and accountable outcomes
• Bring structure to ambiguity and improve delivery rigor, coaching teams on planning discipline, and continuous improvement of program management standards
• 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
• 5+ years of experience in technical program management leading complex, cross-functional software or platform initiatives
• Strong technical fluency with the ability to engage in architecture and system design discussions and translate technical concepts into business impact
• Demonstrated experience delivering enterprise-scale, platform, or vendor-integrated systems across multiple teams
• Proven ability to manage dependencies, integration challenges, and risk across interconnected systems and roadmaps
• Experience partnering with engineering leadership and enterprise architects to influence design decisions and ensure cross-system alignment
• Strong program management fundamentals, including planning, prioritization, risk management, and stakeholder communication
• Analytical mindset with experience building reporting frameworks and using data to drive prioritization and execution decisions
• Ability to operate effectively in ambiguous, fast-paced environments while managing competing priorities
• Experience leading cross-functional delivery of AI-powered product capabilities, with working knowledge of large language models (LLMs), model evaluation frameworks, and key production trade-offs such as latency, cost, reliability, and integration complexity  
• Excellent written and verbal communication skills, with experience engaging stakeholders across varying levels of seniority
• 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: $150,000-$190,000
• 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-TK1

#LI-Onsite

About the Role:

Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time.

PitchBook’s Portfolio Analyst, Private Capital supports our Lumonic subsidiary and is responsible for helping customers with portfolio monitoring. This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements.

Primary Job Responsibilities:

• Collect and organize financial statements to ensure accurate and efficient data management
• Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met
• Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward
• Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences
• Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve
• 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, commonly in Finance or Accounting
• 1+ years of work experience, including internship experience
• Ability to provide a high-level of customer service
• Adaptable to unique and changing business needs
• Demonstrated success in problem solving and ownership to resolve issues
• Ability to work independently and as a team member in a fast-paced environment
• Ability to operate using sound judgement to make decisions
• Proficiency with financial statements
• Process-oriented, organized, and with amazing attention to detail
• Excellent written and verbal communication skills
• 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

• This role is non-exempt and paid a salary of $70,000-$80,000
• Target annual bonus percentage: 5%

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

About the Role:

Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time.

PitchBook’s Portfolio Analyst, Private Capital supports our Lumonic subsidiary and is responsible for helping customers with portfolio monitoring. This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements.

Primary Job Responsibilities:

• Collect and organize financial statements to ensure accurate and efficient data management
• Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met
• Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward
• Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences
• Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve
• 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, commonly in Finance or Accounting
• 1+ years of work experience, including internship experience
• Ability to provide a high-level of customer service
• Adaptable to unique and changing business needs
• Demonstrated success in problem solving and ownership to resolve issues
• Ability to work independently and as a team member in a fast-paced environment
• Ability to operate using sound judgement to make decisions
• Proficiency with financial statements
• Process-oriented, organized, and with amazing attention to detail
• Excellent written and verbal communication skills
• 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

• This role is non-exempt and paid a salary of $70,000-$80,000
• Target annual bonus percentage: 5%

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