PitchBook Data

Lead product backlog management and translate business needs into actionable user stories for engineering teams. | 3+ years as a Product Owner with Agile experience, strong communication skills, and familiarity with CRM and ERP systems. | 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 creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, IT to drive efficiency, accuracy, and revenue growth. As a Product Owner within the Revenue Operations team at PitchBook, you'll play a crucial role in translating automation, workflow, and integration requirements into actionable work for our engineering team members. Your primary responsibility will be to bridge the gap between business requirements and code development, ensuring that all aspects of the requirements are meticulously covered in the proposed solution. You'll serve as the Product Owner for the team, taking ownership of the backlog, creating user stories, and ensuring that acceptance criteria for each work item are met. This role demands strong analytical skills, a deep understanding of finance technologies, and the ability to communicate effectively across different teams. Primary Job Responsibilities: Collaborate with the manager to understand automation, workflow, and integration requirements. Work closely with technical resources to decompose requirements into features and tasks, ensuring alignment with the team's objectives Translate business requirements into detailed user stories, acceptance criteria, and technical specifications Serve as the Product Owner for the team, owning and managing the backlog, prioritizing features, and ensuring timely delivery Participate in sprint planning, grooming sessions, demos, and retrospectives to refine the backlog and improve team efficiency Act as a liaison between business stakeholders and technical teams, ensuring clear communication and understanding of requirements Conduct thorough analysis of existing finance technologies and processes to identify areas for improvement and optimization Collaborate with cross-functional teams to implement finance technology solutions that drive business growth and efficiency Provide sprint reporting to the Product Manager and Technical Program Managers to understand delivery and team velocity Stay updated on industry trends and best practices in finance technology, bringing innovative ideas to the team 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 experience preferred 3+ years of experience as a Business Analyst, Product Owner or similar role, preferably in finance or sales technology or software development. Strong understanding of CRM systems (e.g., Salesforce, CPQ) and ERP systems (Oracle) Excellent analytical and problem-solving skills, with a keen attention to detail Proficiency in Agile methodologies, with experience in managing backlogs and sprint planning Experience with Jira and Confluence including writing JQL and writing documentation Hands-on experience in all stages of the product lifecycle Ability to communicate effectively with technical and non-technical stakeholders Experience with project management tools such as Asana Proven experience in conducting SWAG-estimation and Guesstimation with a cross-functional team as a part of the transition from Ideation to Refinement stage Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively Advanced experience in Google or Microsoft 365 Suite, Aha! Familiarity with SQL, APIs, and data integration concepts is a plus 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: $120,000-$150,000 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

Lead product strategy and execution for digital and cloud-native solutions, collaborating with cross-functional teams to deliver customer-focused software products. | Over 10 years of product management experience with strong technical proficiency and experience in Agile methodologies, API management, and data-driven decision making. | 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: 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 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. Are you an exceptional Senior Product Manager passionate about making high-quality data universally accessible and seamlessly integrated into customer workflows? PitchBook is seeking a visionary leader to own the strategy, roadmap, and execution of our Direct Data business, which includes data feeds, APIs, and CRM integrations. This role sits at the heart of PitchBook's data distribution strategy-ensuring our customers can access, integrate, and operationalize PitchBook data wherever they work. You will define and execute a strategy that lowers barriers to entry, expands the reach and relevance of our data, and makes PitchBook indispensable across customer systems and workflows. You'll collaborate closely with product, engineering, and commercial teams to deliver world-class data products that power client decisions and innovation. From expanding our data sets and delivery methods to optimizing sell-through and packaging, you'll play a critical role in shaping how PitchBook data fuels the global financial ecosystem. Primary Job Responsibilities: • Own the vision and strategy for PitchBook's Direct Data business-encompassing data feeds, APIs, and CRM integrations-to increase accessibility and adoption across customer segments • Define and drive initiatives that make PitchBook data universally available through industry-standard tools and platforms (e.g., developer portal) • Expand the breadth and utility of our data offerings, ensuring they deliver impact across core customer use cases and verticals through data expansion and service enrichment • Standardize and productize data delivery assets to enable faster, more frictionless selling and streamlined customer onboarding • Deepen CRM integrations by connecting PitchBook and customer CRM datasets, expanding CRM data visibility within PitchBook and associated plugins • Collaborate with cross-functional teams-including Engineering, Design, and Sales-to ensure alignment between product strategy, technical execution, and go-to-market priorities • Partner with commercial teams to support packaging, pricing, and positioning of direct data products across multiple customer channels, ensuring scalable and sustainable growth • Champion customer empathy, developing a deep understanding of customer data consumption patterns and integration needs to shape differentiated, value-driven experiences • Measure success and impact through adoption, engagement, and retention metrics-continually iterating toward product-market fit and long-term client value • Mentor and collaborate within the Product organization, modeling a culture of curiosity, collaboration, and data-driven decision-making • 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 a related field; MBA or equivalent experience preferred • 5+ years of product management experience, ideally in data infrastructure, enterprise integrations, or B2B SaaS • Proven success building and scaling data products or APIs, particularly in contexts involving large-scale data ingestion, normalization, and delivery • Strong understanding of data architecture, schema design, and developer experience, including REST APIs, data feeds, and SDKs • Experience with CRM ecosystems (e.g., Salesforce, HubSpot, Microsoft Dynamics) and integrating first- and third-party datasets • Demonstrated ability to drive cross-functional alignment and execute complex, multi-stakeholder initiatives • Strong technical acumen, with familiarity in SQL, API specifications, and data warehouse technologies such as BigQuery, Databricks, or Snowflake • Track record of influencing executive stakeholders through data-driven insights and customer advocacy • Excellent written and verbal communication skills, with the ability to distill complex concepts into clear, actionable narratives • Self-directed and entrepreneurial, with a bias for action and passion for operational excellence • 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: $165,000-$200,000 • 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

Coordinate and align cross-departmental initiatives, translate strategic goals into operational plans, and manage stakeholder engagement. | 8+ years in strategic operations or program management, experience in SaaS or high-growth environments, strong stakeholder management, and proficiency with planning tools. | 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 Segments and Solutions team plays a critical coordination role across the organization—aligning Sales, Customer Success, Product, Marketing, Solutions, Partnerships, PIRG, Data Operations, and RevOps around unified goals. By driving focus, enabling cross‑functional execution, and translating strategy into measurable impact, the team ensures that each segment receives a cohesive, intentional, and high‑performing experience from PitchBook. In short, they are accountable for accelerating growth, strengthening market position, and ensuring we consistently deliver value to the clients within their vertical. The Program Manager, Solutions acts as the strategic right hand to the Solution’s organization’s leadership team—driving alignment, clarity, and execution across multiple departments. This role ensures that segment leaders, client solutions leaders, data operations, commercial, marketing, partnership, and product teams operate in lockstep, delivering a unified, effective experience for internal and external stakeholders. This leader will translate executive priorities into actionable plans, manage the rhythm of business, and ensure cross-functional teams are focused on what matters most. From quarterly business reviews and customer advisory boards to operational governance and reporting, this role creates the structure and discipline that enables predictable outcomes and exceptional stakeholder engagement. The ideal candidate is a trusted advisor and operator—someone who thrives in ambiguity, brings order to complexity, and ensures the organization is always two steps ahead. They combine strategic thinking with flawless execution, acting as the connective tissue between leadership and the teams that deliver results. Primary Job Responsibilities: Serve as a strategic partner to solutions leadership, ensuring priorities are clear and execution is disciplined Own the rhythm of business for the solutions organization, including annual planning, quarterly reviews, and executive reporting Translate strategic objectives into operational plans, driving alignment across segment leaders and connected teams Design and implement scalable processes that improve efficiency, predictability, and collaboration Lead cross-functional initiatives that accelerate growth and remove operational friction Act as the connective tissue between all internal stakeholders. Represent the program for segment and client solutions leadership Oversee data ingestion and reporting frameworks for internal and client-facing initiatives Facilitate customer advisory boards and manage client-facing engagements to strengthen relationships and deliver strategic outcomes Own and maintain program documentation, governance artifacts, and reporting standards Champion a culture of accountability, transparency, and collaboration 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: 8+ years of experience in commercial operations, business management, or strategic planning, ideally in a SaaS or high-growth environment Proven ability to operate as a trusted advisor to senior executives Expertise in planning, forecasting, and operational governance Strong understanding of sales and customer success motions Exceptional communication and stakeholder management skills Comfortable navigating ambiguity and driving clarity in a matrixed organization Ability to balance strategic thinking with operational execution Proficiency with Microsoft Office suite and CRM/Project management 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: $150,000-$175,000 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-KL1 #LI-Onsite