Product Manager II Sales CS Platform
Product Manager II Sales CS Platform
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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:
Revenue Operations plays a critical role in ensuring financial success by improving the platforms operations and systems supporting our gotomarket teams. This team partners with Marketing Sales Customer Success and Finance to deliver scalable and efficient processes across the customer lifecycle from lead generation to revenue recognition. Revenue Operations is essential to achieving our companys revenue and operational goals.
As the Product Manager II Sales & Customer Success (CS) Platform you will focus on managing the Sales Platform as a product. You will work closely with key stakeholders to understand internal customer needs prioritize features and ensure the delivery of innovative solutions. Using your deep understanding of business processes enterprise tools automation and integrated systems (e.g. Salesforce CPQ Gong LeanData Outreach etc. you will create and maintain a roadmap of enhancements that drive measurable business outcomes. Collaborating with business analysts tool administrators and engineers you will ensure platform changes meet business objectives while adhering to compliance requirements.
Primary Job Responsibilities:
- Deeply understand the needs pain points and workflows of internal customers to drive operational efficiency and improved business outcomes
- Own and prioritize the roadmap for the Sales & Customer Success Platform team ensuring it delivers value and aligns with compliance
- Develop detailed functional specifications for tool code/low code workflow and data changes to the Sales & Customer Success Platform team
- Write and maintain clear concise and detailed product requirement documentation (PRD) to guide development and ensure alignment with business objectives and user needs
- Identify opportunities for process improvements and implement best practices for scalability and efficiency
- Track and analyze KPIs engagement and usage metrics to measure the platforms impact and guide decisionmaking
- Evaluate and recommend tools and technologies to meet Sales & Customer Success needs
- Stay current with finance technologies digital trends and best practices to enhance the platforms capabilities
- 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 preferably in Computer Science Math Statistics Finance Accounting or related field
- 3 years of experience in product management business process improvement or a related field
- Familiarity with Salesforce Outreach Gong and other sales tools
- Strong experience with product management tools like JIRA and Confluence
- Proven analytical and problemsolving skills with a focus on delivering measurable outcomes
- Experience applying product management methodology and deliverables including leading customer conversations establishing customercentric requirements and writing functional design specification documents to satisfy the requirements
- Proficiency in data integration and management with a solid understanding of database structures APIs and data governance principles
- Ability to collaborate with crossfunctional teams to deliver innovative solutions
- Proficiency with the Microsoft Office suite including indepth knowledge of Outlook Word and Excel with the ability to pick up new systems and software easily
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: $140000$155000
- Target annual bonus percentage: 10
*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.
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Required Experience:
IC
Employment Type
Full Time
