Sales Engineer, PitchBook

$140.5k

OTE

$110k

BASE

Plus shared ownership employee stock program. PitchBook currently has no cap on commission and commission is determined by individual performance

Salesforce

JIRA

Confluence

Mid and Senior level

New York

5 days a week in office

Private capital marekt intelligence platform

Be an early applicant

Private capital marekt intelligence platform

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Be an early applicant

$140.5k

OTE

$110k

BASE

Plus shared ownership employee stock program. PitchBook currently has no cap on commission and commission is determined by individual performance

Salesforce

JIRA

Confluence

Mid and Senior level

New York

5 days a week in office

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Company mission

To provide thousands of global business professionals with comprehensive data on the private and public markets to help them discover and execute opportunities with confidence.

Job

Company

Role

Who you are

3+ years of experience in sales/solutions engineering, customer success, or technical sales
Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Desirable

Experience in at least two of the following areas: financial markets industry knowledge, strong technical skills, or sales/customer success expertise. This experience should enable effective collaboration with large-scale enterprise clients, including major investment banks, Big 4 consulting firms, or Fortune 500 companies
Ability to manage multiple stakeholders and work in cross-functional teams, demonstrating strong project management and organizational skills
Experience using CRM tools (e.g., Salesforce) and familiarity with the sales pipeline, emphasizing the ability to help drive sales processes and track engagement
Proficiency with the Microsoft Office suite and project management and collaboration tools (e.g., Jira, Confluence), with a demonstrated ability to quickly learn new software and systems
Strong desire and ability to learn more about the private equity, venture capital, private credit, and M&A marketplaces and understand how each of our diverse client types engages with our product and data

What the job involves

Customers are King! Each and every day the Customer Success Team works to ensure that our clients are maximizing the value they receive from PitchBook
Onboarding, training, support, business development and renewals are handled by the Customer Success team
Customer Success does whatever it takes to ensure our customers achieve their goals and continue to grow their engagement with the PitchBook Platform
PitchBook’s Sales Engineer provides support to our Sales and Customer Success teams as well as our clients related to our API and data feed solutions
Our Sales Engineer can easily navigate the technical aspects of our API and data feed products and effectively communicate how these products work to our clients or prospects. This role also provides ongoing technical support to clients related to our API and data feed products
Provide pre- and post-sales technical expertise as well as ongoing consultation to PitchBook clients and prospects related to our customer-facing data feed and API solutions
Partner with PitchBook’s Sales and Customer Success teams to determine and implement technical solutions for clients and prospects
Coordinate with Product, Technology, and IT teams to effectively communicate to clients and prospects how the PitchBook Platform features, functionality, processes, and underlying technologies work
Partner with remote development teams to build client solutions for PitchBook’s data feed and API products
Manage a queue of client or prospect requests for technical solutions and specs
Work collaboratively with Product teams to share customer feedback and suggestions
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested

Our take

Recognizing the need for actionable and extensive intelligence in the private equity sector, PitchBook was founded in 2007 with the vision to create a resource for comprehensive data, research, and insights spanning the global capital markets.

To address the complexity of these markets, PitchBook has continually expanded its coverage, integrating thousands of datasets and millions of individual insights into its platform. The company's dedication to innovation is evident in the pioneering features and products introduced to surface critical information for its clients.

PitchBook's integration into Morningstar since 2016 has provided a solid foundation for sustained growth and development. The company's commitment to helping clients make informed decisions suggests a future of ongoing evolution and expansion, as it remains at the forefront of providing indispensable resources for navigating the complexities of the global capital markets.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Glassdoor (3.2)

Company

Funding (2 rounds)

Jan 2016

$10m

SERIES B

Sep 2009

$3.8m

SERIES A

Total funding: $13.8m

Company HQ

Central Business District, Seattle, WA

Leadership

Rod Diefendorf

(President & COO)

Prior to joining PitchBook in 2016, Rod spent over 5 years at Archeo, Marchex as an SVP/GM of Publishing and as the COO.

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