Sales Engineer, PitchBook

$110k

Plus shared ownership employee stock program and annual on target variable commission of fully ramped representative meeting expectations: $30,500. PitchBook currently has no cap on commission and commission is determined by individual performance

SQL

Python

Excel

Salesforce

JIRA

Confluence

Mid and Senior level

New York

More information about location

3+ days a week in office

Private equity & venture capital database

Open for applications

Private equity & venture capital database

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Open for applications

$110k

SQL

Python

Excel

Salesforce

JIRA

Confluence

Mid and Senior level

New York

More information about location

3+ 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

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you
Bachelor’s degree
3+ years of experience in sales/solutions engineering, customer success, or technical sales
Must have 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
Proven ability to effectively convey complex technical concepts to both technical and non-technical audiences
Knowledge of database concepts, including relational tables, data types, and ETL processes and tools is a plus
Demonstrated proficiency in data manipulation and analysis. Experience in Excel and SQL is beneficial
Foundational understanding of scripting, such as Python or Shell scripting, including using APIs to integrate data is highly desirable
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
A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members
If this sounds like you, join us!
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, 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
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

Application process

During an initial phone screen, the team will discuss expectations for this specific position

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

Glassdoor (4)

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 HQ

Central Business District, Seattle, WA

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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