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Product Manager II, GTM Systems
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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
Ready to apply?
Apply to PitchBook Data
Product Manager, Marketing Automation Platform
Share this job
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.
#LI-MS1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Associate Salesforce Administrator
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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 GTM Systems team within Revenue Operations builds and evolves the systems that enable go-to-market execution, operational scale, and reliable reporting. We operate as an internal product and platform organization: clarifying stakeholder needs, aligning cross-functionally, and delivering durable solutions with a bias for simplicity, data quality, and user experience.
PitchBook is looking for an Associate Salesforce Administrator to support day-to-day administration of our Salesforce platform. In this role, you will complete configuration work, manage user access and permissions, and help ensure the platform remains secure, reliable, and easy to use for our internal teams.
Primary Job Responsibilities:
- Perform basic Salesforce configuration including creating and updating custom fields, objects (as applicable), page layouts, record types, picklists, validation rules, and related metadata under established standards
- Support Salesforce security and access management: user provisioning and deprovisioning, license assignment, role hierarchy updates, profiles, permission sets, permission set groups, public groups, queues, and sharing settings (under guidance)
- Maintain and troubleshoot permissions and access issues, partnering with IT/Security and system owners as needed
- Support routine operational tasks such as sandbox refresh coordination, change tracking, and promoting simple changes using established deployment processes
- Assist with intake and triage of admin requests via ticketing workflows, communicating status and timelines and ensuring issues are documented and resolved
- Help improve data quality by supporting standard processes (e.g., required fields, validation, duplicate prevention), assisting with cleanup efforts, and escalating systemic issues
- Create and maintain clear documentation for configurations, procedures, and common support issues to enable consistent administration and self-service
- Participate in platform release activities by reviewing Salesforce release notes, completing assigned testing, and supporting user communications for minor updates
- 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 or equivalent preferred
- 1+ years of experience administering Salesforce (or equivalent hands-on platform administration experience supporting business users)
- Foundational knowledge of Salesforce configuration (fields, layouts, validation rules, record types) and the Salesforce security model (profiles, permission sets, roles, sharing)
- Ability to manage user onboarding/offboarding tasks accurately and with a high level of confidentiality
- Strong troubleshooting skills, attention to detail, and the ability to follow defined change management processes
- Clear written and verbal communication skills and a customer-service mindset when supporting internal stakeholders
- Salesforce Administrator Certification (ADM 201) preferred; willingness to obtain within the first 6 to 12 months if not already certified
- Experience working in a ticketing system and/or an Agile environment is a plus
- 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
- This position is non-exempt and paid a salary of $85,000-$105,000
- Target annual bonus percentage: 7.5%
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
Ready to apply?
Apply to PitchBook Data
Sr. Data Analyst, RevOps Intelligence
Share this job
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 Revenue Operations team is responsible for designing, maintaining, and continuously improving the systems, data, and insights that power PitchBook’s go-to-market engine. Operating at the intersection of Sales, Marketing, Customer Success, Finance, Product, and IT, this team drives efficiency, visibility, and revenue impact across the full customer lifecycle.
We are seeking a Senior RevOps Data Analyst to help shape how the business measures performance, identifies growth opportunities, and makes data-driven decisions. This is more than an analytics role, it is a strategic partnership role for someone who combines strong business acumen with advanced analytical skills and a systems-level view of revenue.
In this role, you will serve as a trusted advisor to senior business leaders, translating complex data into clear insights that guide strategy, execution, and optimization across pipeline, revenue, and customer engagement. You will help build scalable analytics solutions, define success metrics, and elevate how teams use data to make decisions.
Primary Job Responsibilities:
- Partner with senior GTM and Revenue leaders to define success metrics, identify growth opportunities, and influence strategic decisions through data-backed insights
- Leverage Salesforce (SFDC) reporting expertise to build and interpret reports and dashboards, translating complex data from systems like Marketo and Gong into clear, actionable insights. Provide visibility into pipeline health, customer lifecycle, and revenue performance while ensuring data integrity, consistent KPIs, and scalable reporting.
- Design and maintain advanced reporting frameworks, dashboards, and models that surface insights across funnel performance, forecasting, retention, and expansion
- Act as a trusted analytical advisor across Sales, Marketing, Customer Success, and Finance, providing a holistic view of revenue performance and operational efficiency
- Ensure data quality, governance, and consistency across revenue systems and platforms, championing best practices and scalable processes
- Identify opportunities for automation, advanced analytics, and predictive insights to improve efficiency, accuracy, and decision-making
- Mentor analysts and business partners by promoting analytical rigor, a data-driven mindset, and adoption of best-in-class tools and practices
- Collaborate closely with Product, Finance, IT, and GTM Operations teams to align insights with broader company objectives
- Support company values through role modeling and strong cross-functional partnership
- Participate in key company initiatives and projects as needed
Skills and Qualifications:
- Bachelor’s degree in Business, Analytics, Statistics, Economics, or a related field (Master’s preferred)
- 5+ years of experience in revenue operations, business analytics, marketing operations, sales operations, or a related analytical role
- Strong understanding of B2B revenue and GTM metrics, including funnel performance, pipeline health, conversion rates, retention, and forecasting
- Advanced SQL skills and experience with modern data platforms (e.g., Snowflake, BigQuery); working proficiency in Python, R, or similar languages preferred
- Experience building executive-ready dashboards and reporting using BI tools such as Tableau, Power BI, or Looker
- Proven ability to synthesize complex data into actionable insights and communicate clearly with senior stakeholders
- Strong cross-functional collaboration skills in matrixed environments
- Genuine interest in AI-driven analytics, intelligent automation, and emerging data tools
- 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: $100,000-$132,200
- 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
Ready to apply?
Apply to PitchBook Data
Sr. Data Analyst, Commercial Intelligence
Share this job
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 Revenue Operations team is responsible for designing, maintaining, and continuously improving the systems, data, and insights that power PitchBook’s go-to-market engine. Operating at the intersection of Sales, Marketing, Customer Success, Finance, Product, and IT, this team drives efficiency, visibility, and revenue impact across the full customer lifecycle.
We are seeking a Senior RevOps Data Analyst to help shape how the business measures performance, identifies growth opportunities, and makes data-driven decisions. This is more than an analytics role, it is a strategic partnership role for someone who combines strong business acumen with advanced analytical skills and a systems-level view of revenue.
In this role, you will serve as a trusted advisor to senior business leaders, translating complex data into clear insights that guide strategy, execution, and optimization across pipeline, revenue, and customer engagement. You will help build scalable analytics solutions, define success metrics, and elevate how teams use data to make decisions.
Primary Job Responsibilities:
- Partner with senior GTM and Revenue leaders to define success metrics, identify growth opportunities, and influence strategic decisions through data-backed insights
- Leverage Salesforce (SFDC) reporting expertise to build and interpret reports and dashboards, translating complex data from systems like Marketo and Gong into clear, actionable insights. Provide visibility into pipeline health, customer lifecycle, and revenue performance while ensuring data integrity, consistent KPIs, and scalable reporting.
- Design and maintain advanced reporting frameworks, dashboards, and models that surface insights across funnel performance, forecasting, retention, and expansion
- Act as a trusted analytical advisor across Sales, Marketing, Customer Success, and Finance, providing a holistic view of revenue performance and operational efficiency
- Ensure data quality, governance, and consistency across revenue systems and platforms, championing best practices and scalable processes
- Identify opportunities for automation, advanced analytics, and predictive insights to improve efficiency, accuracy, and decision-making
- Mentor analysts and business partners by promoting analytical rigor, a data-driven mindset, and adoption of best-in-class tools and practices
- Collaborate closely with Product, Finance, IT, and GTM Operations teams to align insights with broader company objectives
- Support company values through role modeling and strong cross-functional partnership
- Participate in key company initiatives and projects as needed
Skills and Qualifications:
- Bachelor’s degree in Business, Analytics, Statistics, Economics, or a related field (Master’s preferred)
- 5+ years of experience in revenue operations, business analytics, marketing operations, sales operations, or a related analytical role
- Strong understanding of B2B revenue and GTM metrics, including funnel performance, pipeline health, conversion rates, retention, and forecasting
- Advanced SQL skills and experience with modern data platforms (e.g., Snowflake, BigQuery); working proficiency in Python, R, or similar languages preferred
- Experience building executive-ready dashboards and reporting using BI tools such as Tableau, Power BI, or Looker
- Proven ability to synthesize complex data into actionable insights and communicate clearly with senior stakeholders
- Strong cross-functional collaboration skills in matrixed environments
- Genuine interest in AI-driven analytics, intelligent automation, and emerging data tools
- 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: $100,000-$132,200
- 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
Ready to apply?
Apply to PitchBook Data
Salesforce Administrator
Share this job
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 a Salesforce Administrator at PitchBook, you will play a crucial role in optimizing and maintaining our Salesforce ecosystem to drive efficiency and productivity across Sales & Customer Success business functions. You will be responsible for overseeing the configuration, customization, and integration of Salesforce Sales Cloud, Salesforce Experience Cloud, and Salesforce Service Cloud to meet the evolving needs of our organization. This role requires a deep understanding of Salesforce best practices, strong analytical skills, and the ability to collaborate with cross-functional teams to implement solutions that enhance user experience and support our business objectives.
Primary Job Responsibilities:
- Administer and configure Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud to support the needs of different departments such as sales, finance, and customer service
- Collaborate with stakeholders to gather requirements, design solutions, and implement changes within Salesforce
- Develop and maintain custom objects, fields, formulas, workflows, validation rules, and process builder flows to automate business processes and improve data integrity
- Manage user access, profiles, roles, permission sets, and security settings to ensure data privacy and compliance with company policies
- Support efforts to integrate Salesforce with other systems and third-party applications using APIs, middleware, and other integration tools
- Monitor system performance, troubleshoot issues, and provide technical support to end-users
- Stay updated on new Salesforce features and releases, assess their impact on existing configurations, and recommend enhancements
- Create and maintain documentation, including user guides, process diagrams, and training materials
- 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, Information Systems, or related field
- Salesforce Administrator certification (ADM 201) required; additional certifications such as Advanced Administrator (ADM 211) and Salesforce Certified Platform App Builder preferred
- 2+ years of experience working as a Salesforce Administrator, with a focus on Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud
- Proficiency in Salesforce configuration, customization, and administration, including but not limited to custom objects, workflows, validation rules, and security settings
- Experience with Salesforce Lightning Experience and Lightning App Builder
- Strong understanding of relational databases and SQL queries
- Excellent problem-solving skills and ability to analyze complex business requirements
- Effective communication and interpersonal skills, with the ability to collaborate with stakeholders at all levels of the organization
- Experience working in an Agile environment and familiarity with Agile methodologies is a plus
- Nice to have: Experience with Gong, LeanData, LinkedIn Sales Navigator, and ZoomInfo
- 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: $105,000-$132,000
- 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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