At PitchBook, a Morningstar company, 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.
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.
As a Product Owner within the Revenue Operations team at PitchBook, you'll play a crucial role in translating automation, workflow, and integration requirements into actionable work for our engineering team members. Your primary responsibility will be to bridge the gap between business requirements and code development, ensuring that all aspects of the requirements are meticulously covered in the proposed solution. You'll serve as the Product Owner for the team, taking ownership of the backlog, creating user stories, and ensuring that acceptance criteria for each work item are met. This role demands strong analytical skills, a deep understanding of finance technologies, and the ability to communicate effectively across different teams.
Collaborate with the manager to understand automation, workflow, and integration requirements. Work closely with technical resources to decompose requirements into features and tasks, ensuring alignment with the team's objectives
Translate business requirements into detailed user stories, acceptance criteria, and technical specifications
Serve as the Product Owner for the team, owning and managing the backlog, prioritizing features, and ensuring timely delivery
Participate in sprint planning, grooming sessions, demos, and retrospectives to refine the backlog and improve team efficiency
Act as a liaison between business stakeholders and technical teams, ensuring clear communication and understanding of requirements
Conduct thorough analysis of existing finance technologies and processes to identify areas for improvement and optimization
Collaborate with cross-functional teams to implement finance technology solutions that drive business growth and efficiency
Provide sprint reporting to the Product Manager and Technical Program Managers to understand delivery and team velocity
Stay updated on industry trends and best practices in finance technology, bringing innovative ideas to the team
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Bachelor’s degree or equivalent experience preferred
3+ years of experience as a Business Analyst, Product Owner, or similar role, preferably in finance or sales technology or software development
Strong understanding of CRM systems (e.g., Salesforce, CPQ) and ERP systems (Oracle)
Excellent analytical and problem-solving skills, with a keen attention to detail
Proficiency in Agile methodologies, with experience in managing backlogs and sprint planning
Experience with Jira and Confluence including writing JQL and writing documentation
Hands-on experience in all stages of the product lifecycle
Ability to communicate effectively with technical and non-technical stakeholders
Experience with project management tools such as Asana
Proven experience in conducting SWAG-estimation and Guesstimation with a cross-functional team as a part of the transition from Ideation to Refinement stage
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
Advanced experience in Google or Microsoft 365 Suite, Aha!
Familiarity with SQL, APIs, and data integration concepts is a plus
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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: $120,000-$150,000
Target annual bonus percentage: 10%
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.
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.
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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PitchBook is a financial data and research platform providing private capital markets intelligence, including M&A, venture capital, and private equity information. It serves investors, financial advisors, and corporate development professionals with comprehensive deal and company data.
Visit website$120,000 – $150,000
Base + Bonus · Other Equity
