Senior Sales Engineer, PitchBook
$111-145k
OTE
$110k
BASE
+ Shared ownership employee stock program. PitchBook currently has no cap on commission and commission is determined by individual performance
Private equity & venture capital database
Open for applications
Private equity & venture capital database
1001+ employees
Open for applications
$111-145k
OTE
$110k
BASE
+ Shared ownership employee stock program. PitchBook currently has no cap on commission and commission is determined by individual performance
1001+ employees
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.
Role
Who you are
- A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members
- Bachelor’s degree
- 5+ years of experience in sales/solutions engineering, customer success, or technical sales
- Experience collaborating with large-scale enterprise clients, such as major investment banks, Big 4 consulting firms, or Fortune 500 companies
- Strong knowledge of database concepts, including relational tables, data types, and ETL processes and tools
- Demonstrated proficiency in data manipulation and analysis. Experience in Excel and SQL required
- Foundational understanding of scripting, such as Python or Shell scripting, including using APIs to integrate data
- Proven ability to effectively convey complex technical concepts to both technical and non-technical audiences
- Experience conducting product demos, delivering presentations, and handling Q&A sessions with prospects or clients
- 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
- As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving
- While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success
- We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners
- Senior Sales Engineers collaborate closely with the Sales and Customer Success teams to deliver impactful solutions to clients and prospects using PitchBook’s API and data feed products
- They apply advanced sales skills, technical expertise, and strategic insights to drive the pre-sales process and ensure value post-sale
- With a strong understanding of the systems and tools where the company’s solutions integrate, Senior Sales Engineers guide clients in leveraging data within their unique operating environments
- They demonstrate intellectual curiosity and self-motivation, staying ahead of industry trends, emerging technologies, and client tools to maximize the impact of these solutions
- Work closely with Sales teams to gather technical and business requirements from clients to deliver tailored API and Data Feed solutions
- Partner with Customer Success teams through proactive support and regular business reviews to provide clients with expert guidance, anticipate challenges, and troubleshoot issues
- Manage queue of client and prospect requests for technical support, sample data, and product feedback
- Collaborate with clients to design and develop efficient workflows using our Data Feed and API Solutions by educating them on PitchBook’s data and leveraging data analysis tools such as SQL or R
- Build and maintain strong client relationships to foster trust, identify upsell and cross-sell opportunities, and ensure overall client satisfaction
- Coordinate with Product and Data Operations teams to share client insights and drive product enhancements that align with user needs and industry best practices
- Lead efforts to enhance team success by maintaining up-to-date technical documentation and driving process improvements
- Develop and maintain knowledge on financial industry trends, technologies, and client systems to provide expert guidance and improve solution impact
- 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, PitchBrook 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
Few candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Jan 2016
$10m
SERIES B
Sep 2009
$3.8m
SERIES A
Total funding: $13.8m
Company benefits
- Additional medical wellness incentives
- Paid sabbatical program after four years
- Paid parental leave
- Annual educational stipend
- Robut training programs on industry and soft skills
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
- Shared ownership employee stock program
- Monthly transportation stipend
- Comprehensive health benefits
- STD, LTD, AD&D and life insurance
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Employee assistance program
- Generous allotment of vacation days, sick days and volunteer days
- Matching gifts program
- Subsidized emergency childcare
- Dependent Care FSA
- 401k match
Company values
- Customers are King: We only succeed when our clients do - and that drives us. We seek to understand our client's needs, both internally and externally
- Excellence as a State of Mind: We hold high standards. We set and conquer aggressive goals - executing on details
- Embrace and Drive Change: We challenge the status quo and embrace the better way
- Focus on Focus: We never lose sight of what's important. We focus on the actions that create success
- Make it fun: We positively impact our coworkers and clients. We work hard and make it fun too
Company HQ
Central Business District, Seattle, WA
Articles
Leadership
John Gabbert
(CEO)Previously the Managing Director of Private Markets at Dow Jones. Also spent over 6 years at VentureOne in multiple roles, including Director of Reseach/Operations and VP of Worldwide Research.
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