Deal Desk Coordinator

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 department 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.

The Deal Desk Coordinator plays a crucial role in ensuring accuracy compliance and efficiency within PitchBooks deal execution process. This position will be responsible for reviewing processing and validating sales orders and contract amendments to maintain data integrity financial accuracy and adherence to company policies. The coordinator will work closely with Sales Finance Legal and Revenue Operations teams to identify and resolve discrepancies streamline processes and provide proactive support to the sales organization. This is a midlevel role suited for candidates with strong analytical skills attention to detail and experience in order management revenue operations or sales administration.

Primary Job Responsibilities:

• Process and review sales orders and contract amendments to ensure accuracy and compliance with internal policies
• Collaborate with the Sales Finance and Legal teams to resolve order discrepancies and ensure accurate documentation
• Assist in analyzing order structures ensuring alignment with financial guidelines and billing procedures
• Maintain and update order audit dashboards to track discrepancies trends and process improvements
• Work within Salesforce and other CRM tools to validate contract terms pricing and billing details
• Support the contract activation process by ensuring accurate data entry and timely execution
• Provide guidance to the sales organization on order processing best practices and compliance requirements
• Assist in developing and maintaining process documentation and internal guidelines to improve operational efficiency
• Participate in crossfunctional initiatives to enhance order management processes and improve internal controls
• 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 finance business administration or a related field
• 1 years of experience in order management revenue operations sales administration or a related role; SaaS industry experience preferred
• Strong understanding of revenue recognition principles billing processes and financial compliance
• Proficiency in Salesforce and other CRM tools
• High attention to detail with excellent organizational and analytical skills
• Strong verbal and written communication skills with the ability to collaborate across departments
• Selfmotivated proactive and capable of managing multiple tasks in a fastpaced environment
• Ability to work effectively as part of a crossfunctional team and provide strategic recommendations to improve order processes

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: $70000$80000
• Target annual bonus percentage: 7.5%

*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 3 days/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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