Manager Deal Support
Manager Deal Support
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Job Description
At PitchBook we are always looking forward. We continue to innovate evolve and invest in ourselves to bring out the best in everyone. Were 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 theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were 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:
The Revenue Operations team is responsible for creating maintaining and continually improving PitchBooks systems that support our clientfacing roles in Sales and Customer Success. This team works crossfunctionally with Sales Marketing Finance and IT to drive efficiency accuracy and revenue growth.
As the Manager of Deal Support at PitchBook you will play a pivotal role in optimizing and overseeing the deal lifecycle ensuring seamless operations and exceptional service to both internal and external stakeholders. Leading a team of Deal Desk Coordinators and Deal Auditors you will oversee contract reviews deal structuring and compliance to ensure alignment with PitchBooks policies and objectives. This role demands a strategic leader with a keen eye for detail strong process management skills and the ability to collaborate effectively across multiple teams. You will be the linchpin between Sales Customer Success Finance and Legal teams driving efficiency accuracy and alignment in all dealrelated activities.
Primary Job Responsibilities:
- Lead mentor and develop a team of Deal Desk Coordinators and Deal Auditors fostering a culture of collaboration innovation and high performance
- Set clear expectations provide coaching and development opportunities and complete Quarterly Conversations to support team success
- Act as a bridge between Sales Customer Success Legal Finance and Operations teams to align on deal processes approvals and requirements
- Drive effective communication and training for the sales team on deal support best practices and policy updates
- Develop and refine workflows tools and templates to improve the efficiency and accuracy of deal structuring and contract management processes
- Identify opportunities for automation and innovation to enhance operational performance
- Guide Deal Desk Coordinators in working with the sales team to structure complex deals that align with customer needs while adhering to PitchBooks policies pricing strategies and legal requirements
- Support the team in navigating complex deal scenarios ensuring solutions meet both customer expectations and organizational objectives
- Provide expertise on discounting strategies approvals and contract terms to facilitate smooth deal closure
- Oversee the contract review process ensuring Deal Auditors accurately review all contracts and orders for errors and compliance with internal policies and external regulations
- Act as the point of escalation for highvalue or complex contracts ensuring issues are resolved swiftly and appropriately
- Track and analyze dealrelated metrics to identify trends risks and areas for improvement
- Provide regular updates to senior leadership on deal desk performance operational challenges and key initiatives
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
Skills and Qualifications:
- Bachelors degree in business finance or a related field
- 5 years of experience in deal desk operations sales operations or contract management with at least 2 years of experience in a leadership role
- Strong understanding of deal structuring sales operations and contract lifecycle management
- Proven ability to balance customercentric deal strategies with internal policy adherence and compliance
- Exceptional leadership skills with a track record of building and managing highperforming teams
- Proficiency in CRM and deal management tools (e.g. Conga Salesforce CPQ or similar platforms)
- Excellent analytical skills and attention to detail with the ability to identify errors and inconsistencies in complex deals and contracts
- Strong communication and interpersonal skills with the ability to build relationships across diverse teams and levels of seniority
- Ability to thrive in a fastpaced and dynamic environment and manage competing priorities effectively
Benefits Compensation at PitchBook:
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
- Companywide 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: $125000$138000
- Target annual bonus percentage: 15
*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a locationbased compensation structure; there may be different ranges for candidates by location.
Working Conditions:
We believe our business and our culture are strongest when we work together in person. We also know that its helpful to have some flexibility to work remotely. Most roles work in the office 3 days/week and some are expected to work in the office 45 days/week. The current expectation for this role is that you are working in the office 3days/week and that you are in the office fulltime during the training period for which the length varies by role. During an initial phone screen the team will discuss expectations for this specific position.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an ongoing 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. Its 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 weve 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.
#LIEO1
Required Experience:
Manager
Employment Type
Full Time
