At PitchBook, 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, and IT to drive efficiency, accuracy, and revenue growth.

The Sales Operations Specialist at PitchBook ensures the smooth functioning of our sales teams. This role is the primary point of contact for our internal customers, the business users, providing swift and effective responses to their requests and support tickets. Your focus will be on resolving issues promptly, either through personal resolution or by routing them to the appropriate internal teams. Additionally, you will be responsible for addressing inquiries regarding operational processes and guiding internal customers on how to effectively utilize operational tools through basic training sessions.

Primary Job Responsibilities:

Respond to new requests and support tickets from internal customers (business users) within specified service level agreements
Resolve issues whenever possible, ensuring minimal disruption to PitchBook’s Sales teams
Route requests to Revenue Operations leaders or other internal teams when greater expertise or intervention is required
Provide guidance and basic training to end users on operational processes and tools to enhance their productivity
Collaborate with cross-functional teams to improve operational efficiency and effectiveness
Maintain accurate records of support tickets, resolutions, and any necessary follow-up actions
Proactively identify areas for process improvements and recommend solutions to enhance the overall sales enablement function
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:

Bachelors degree in Business Administration, Operations Management, or similar field
1+ years of experience in a Sales Operations or Customer Support role, preferably within a technology or SaaS company
Strong understanding of operational processes and tools commonly used in sales enablement functions
Excellent communication skills, both verbal and written, with the ability to effectively interact with internal customers at all levels
Ability to prioritize tasks and manage time efficiently in a fast-paced environment
Analytical mindset with a problem-solving orientation to effectively troubleshoot issues and propose solutions
Attention to detail and a commitment to delivering high-quality support services
Proficiency in using CRM systems (e.g. Salesforce) and other operational tools
Willingness to adapt to evolving processes and technologies to meet the changing needs of the organization

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: $65,000-$75,000
Target annual bonus percentage: 7.5%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location.

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

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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