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:

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, Sales, Customer Success, and Finance, ensuring efficiency and accuracy throughout the customer journey, from lead generation to revenue recognition. Revenue Operations is a pivotal partner in helping our go-to-market teams achieve their revenue goals.

As the Senior Director of Revenue Operations (RevOps) at PitchBook, you will play a pivotal role in driving the growth and efficiency of our revenue-generating processes. Leading our RevOps team, you will spearhead strategic initiatives aimed at boosting and supporting revenue across all business segments. Treating people and teams within our Sales, Marketing, Customer Success, Customer Support, and Finance departments as your primary customers and treating our enterprise systems as your products, you will optimize and automate our revenue-generating operations with tools, data, and analytics to efficiently and effectively drive PitchBook’s overarching business goals.

In this role, you will oversee and align the vision, strategy, and roadmap for Marketing Ops, Sales Ops, Customer Success Ops, and Finance Ops groups, ensuring the enterprise systems (e.g. Salesforce Sales Cloud, Salesforce CPQ, Salesforce Billing, Marketo, Oracle, Catalyst, Outreach, etc.) come together to improve the productivity and efficiency of our revenue-driving teams. You will also ensure that we are collecting and leveraging business data to build exceptional analytics for data-oriented decision-making, from establishing performance metrics to providing actionable recommendations for continuous improvement.

Staying abreast of industry trends and emerging technologies, you will drive innovation within revenue operations to maintain a competitive edge. Fostering a culture of collaboration, accountability, and continuous improvement will be central to your leadership approach, both within Revenue Operations and across the organization.

Primary Job Responsibilities:

Strategic Vision & Strategy: Own the vision and strategy for our Revenue Operations team while collaborating closely with executive leadership stakeholders to align Revenue Operations groups toward that vision
Strategic Roadmap & Initiatives: Own and drive our Revenue Operations roadmap across Marketing Ops, Sales Ops, Customer Success Ops, and Finance Ops, using well-aligned strategic initiatives to increase the efficiency, productivity, and scalability of business teams
Customer-Centric & Product-Oriented Revenue Operations: Foster a customer-centric, product-oriented culture in Revenue Operations. Employ Product Management methodology in our enterprise systems, building teams that think strategically and devise intuitive enterprise experiences that delight our internal users across Marketing, Sales, Customer Success, and Finance departments
Business Operations Support & Enablement: Establish responsive and support-oriented Operations teams that improve business operational processes and enable business teams with training, support, configuration, and administration of enterprise systems
Marketing, Sales, Customer Success, Customer Support, and Finance Systems Automation: Oversee and align the roadmap, prioritization, and requirements necessary to ensure value delivery of configuration, automation, and integration across sales, marketing, customer success, customer support, and finance enterprise systems (e.g. Salesforce Sales Cloud, Salesforce CPQ, Salesforce Billing, Marketo, Oracle, Catalyst, Outreach, etc.) while meeting compliance requirements
Operations Intelligence: Work with executive leadership to identify, prioritize, and manage our roadmap of dashboards, metrics, and KPIs that enable data-driven insights and data-oriented management and tracking of our business
Customer Understanding: Deeply understand your internal customers’ (PitchBook revenue-driving business teams’) needs and ensure our RevOps roadmap is focused on driving the most critical and impactful work for those teams
Team Leadership: Lead and build the Revenue Operations team, providing direction, mentorship, and support to ensure operational excellence and alignment with business objectives
Cross-functional Collaboration: Collaborate with Sales, Marketing, Customer Success, Customer Support, Program Management, Finance, and Enterprise Technology teams to streamline processes, optimize workflows, and drive cross-functional alignment
Industry Trends and Innovation: Stay abreast of industry trends, emerging technologies, and best practices in revenue operations and revenue management to drive innovation and competitive advantage
Culture Building: Support the vision and values of the company through role-modeling and encouraging desired behaviors. Foster a culture of collaboration, accountability, and continuous improvement within the Revenue Operations team and across the organization
Company Initiatives: Participate in various company initiatives and projects as requested

Skills and Qualifications:

Bachelors degree required. Focus in Business or Finance strongly preferred
MBA strongly preferred
5+ years of experience being accountable for company-wide vision, strategy, and roadmap in revenue operations
12+ years of experience in revenue operations, including experience owning systems implementation and automation across at least two of the following departments: Marketing, Sales, Customer Success, and Finance (or their equivalents)
10+ years of people management experience
Deep understanding of Marketing, Sales, Customer Success, and Finance processes and pipelines, including the enterprise systems supporting them and the analytics necessary to manage and track their efficacy
Strong leadership and management skills with experience leading and developing high-performing teams in a fast-paced and dynamic environment
Strong understanding of product management methodology and experience applying it in practice to understand customers, gather requirements, build and maintain a roadmap, and manage enterprise systems
Extensive experience working with program management for cross functional initiatives and leading/sponsoring programs
Excellent analytical and problem-solving skills with the ability to translate data into actionable insights and recommendations
Exceptional communication, collaboration, and influencing skills, with the ability to build relationships and drive alignment across cross-functional teams
Highly organized and detail-oriented with the ability to manage multiple initiatives, projects, and priorities simultaneously
Strategic thinker with a results-driven mindset and a passion for driving business growth and innovation
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

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: $280,000-$310,000
Target annual bonus percentage: 20%

*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 5 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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