Sr. Manager, Sales & Customer Success Operations

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 Sales & Customer Success Operations team is responsible for enabling and optimizing the tools processes and workflows that support PitchBooks revenuegenerating teams. Our mission is to ensure Sales and Customer Success have the operational infrastructure needed to work efficiently and effectively. We partner closely with leadership to implement best practices create scalable solutions and drive crossfunctional alignment across revenue teams.

The Senior Manager Sales & Customer Success Operations at PitchBook plays a pivotal role in optimizing the efficiency and effectiveness of both Sales and Customer Success teams. This role requires a strategic leader who can empower teams by driving automation improving processes and enhancing datadriven decisionmaking. You will lead a team responsible for operational support training and documentation ensuring that both Sales and Customer Success teams have the necessary resources to perform effectively. As a senior leader you will influence strategic decisions drive highimpact initiatives and align operational strategies with broader company goals while advocating for crossfunctional collaboration.

Primary Job Responsibilities:

• Define and drive the longterm strategy for Sales & Customer Success operations aligning with company objectives and revenue goals
• Act as a key thought partner for leadership identifying and implementing strategic operational improvements
• Partner with executive leadership to develop and execute automation and efficiency initiatives that enhance team performance
• Influence and contribute to the enterprise systems roadmap ensuring Sales and Customer Success teams are equipped with bestinclass tools and processes
• Advocate for crossfunctional alignment to drive operational scalability and efficiency
• Establish and maintain standardized inflow processes for support requests and inquiries regarding Sales and Customer Success platforms
• Oversee the prioritization and management of incoming work ensuring adherence to SLAs and highimpact problem resolution
• Drive continuous improvement by identifying trends in support requests and implementing proactive solutions
• Implement and refine KPIs to measure operational success and team efficiency
• Develop and oversee comprehensive training programs for Sales and Customer Success teams to ensure operational fluency and selfsufficiency
• Lead the creation and maintenance of a centralized knowledge base ensuring documentation is accurate uptodate and widely adopted
• Champion the adoption of new features tools and data/metrics made available by the Sales & Customer Success Platform and Intelligence teams
• Build mentor and scale a highperforming team aligned with business objectives
• Establish career development paths for team members fostering a culture of continuous learning and professional growth
• Set and manage team OKRs tracking performance and making datadriven improvements
• Promote a collaborative customercentric culture within the operations 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

Skills and Qualifications:

• Bachelors degree
• 8 years of experience in sales or customer success operations business process improvement or related roles within a fastpaced environment
• 5 years of experience leading teams with a strong track record of driving operational excellence and scaling processes
• Expertise in CRM systems (e.g. Salesforce Catalyst) and sales/customer success automation tools
• Strong strategic thinking and problemsolving skills with the ability to influence executive stakeholders
• Exceptional analytical skills with the ability to translate complex data into actionable insights
• Proven experience driving change and leading process improvement initiatives
• Proficiency in project management methodologies and tools
• Ability to thrive in a dynamic environment and manage multiple priorities effectively
• 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: $165000$200000
• 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 4days/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.

#LIMS1