Sales Engineer
Sales Engineer
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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:
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 youll 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 cant wait for you to join the team!
PitchBooks Sales Engineer provides support to our Sales and Customer Success teams as well as our clients related to our API and data feed solutions. Our Sales Engineer can easily navigate the technical aspects of our API and data feed products and effectively communicate how these products work to our clients or prospects. This role also provides ongoing technical support to clients related to our API and data feed products.
Primary Job Responsibilities:
- Provide pre- and post-sales technical expertise as well as ongoing consultation to PitchBook clients and prospects related to our customer-facing data feed and API solutions
- Partner with PitchBooks Sales and Customer Success teams to determine and implement technical solutions for clients and prospects
- Coordinate with Product Technology and IT teams to effectively communicate to clients and prospects how the PitchBook Platform features functionality processes and underlying technologies work
- Partner with remote development teams to build client solutions for PitchBooks data feed and API products
- Manage a queue of client or prospect requests for technical solutions and specs
- Provide support to clients with installing and troubleshooting our PitchBook Excel plug-in and PitchBook Apps for CRMs such as Salesforce Microsoft Dynamics etc. including editing page layouts and assigning correct permissions
- Work collaboratively with Product teams to share customer feedback and suggestions
- 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 required
- 2 years of experience in sales/solutions engineering customer success or technical sale
- Must have experience in at least two of the following areas: financial markets industry knowledge strong technical skills or sales/customer success expertise. This experience should enable effective collaboration with large-scale enterprise clients including major investment banks Big 4 consulting firms or Fortune 500 companies
- Ability to manage multiple stakeholders and work in cross-functional teams demonstrating strong project management and organizational skills
- Experience using CRM tools (e.g. Salesforce) and familiarity with the sales pipeline emphasizing the ability to help drive sales processes and track engagement
- Proficiency 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 systems
- Strong 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 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
- Company-wide 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: $100000
- Annual on target variable commission of fully ramped representative meeting expectations: $25500
- PitchBook currently has no cap on commission and commission is determined by individual performance
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 4-5 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 full-time 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 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. 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.
Employment Type
Full Time
