Sr. Sales Engineer

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. 

About the Role:

As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at PitchBook With our customers' success comes our success, and we are dedicated to providing them with the highest level of service and expertise.

At the core of our business is our commitment to understanding our clients' needs, challenges, and opportunities. As a member of our team, you'll be at the forefront of emerging trends and technologies by working closely with clients to position our products and services in a way that helps them achieve their goals. You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals. We are committed to helping you achieve your personal and professional goals, and we can't wait for you to join the team

Sr. 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, Sr. 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.

Primary Job Responsibilities:

Work closely with Sales teams to gather technical and business requirements from clients to deliver tailored API and Data Feed solutionsPartner with Customer Success teams through proactive support and regular business reviews to provide clients with expert guidance, anticipate challenges, and troubleshoot issuesManage queue of client and prospect requests for technical support, sample data, and product feedbackCollaborate 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 RBuild and maintain strong client relationships to foster trust, identify upsell and cross-sell opportunities, and ensure overall client satisfactionCoordinate with Product and Data Operations teams to share client insights and drive product enhancements that align with user needs and industry best practicesLead efforts to enhance team success by maintaining up-to-date technical documentation and driving process improvementsDevelop and maintain knowledge on financial industry trends, technologies, and client systems to provide expert guidance and improve solution impactSupport the vision and values of the company through role modeling and encouraging desired behaviorsParticipate in various company initiatives and projects as requested

Skills and Qualifications:

Bachelor's degree5+ years of experience in sales/solutions engineering, customer success, or technical salesExperience collaborating with large-scale enterprise clients, such as major investment banks, Big 4 consulting firms, or Fortune 500 companiesStrong knowledge of database concepts, including relational tables, data types, and ETL processes and toolsDemonstrated proficiency in data manipulation and analysis. Experience in Excel and SQL requiredFoundational understanding of scripting, such as Python or Shell scripting, including using APIs to integrate dataProven ability to effectively convey complex technical concepts to both technical and non-technical audiencesExperience conducting product demos, delivering presentations, and handling Q&A sessions with prospects or clientsAbility to manage multiple stakeholders and work in cross-functional teams, demonstrating strong project management and organizational skillsExperience using CRM tools (e.g., Salesforce) and familiarity with the sales pipeline, emphasizing the ability to help drive sales processes and track engagementProficiency 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 systemsStrong 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

Benefits at PitchBook:

Physical Health

Private medical insuranceAdditional medical wellness incentives Private life insurance

Emotional Health 

Parental leave Education subsidiesRobust training programs on industry and soft skills Generous allotment of vacation days, sick days, and volunteer days 

Social Health 

Employee resource groupsCompany-wide eventsEmployee referral bonus program  Quarterly team building events

Financial Health 

Retirement contributions via CPFShared ownership employee stock program

*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.

Working Conditions:

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.

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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