Channel Partnerships & Integration Director

At PitchBook a Morningstar company 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 Account Management & Customer Success team you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts you will be inspired to ask questions and challenge the status quo while remaining focused on our customers success. We value teamwork and collaboration and encourage our people to build strong trusting relationships with their teammates customers and partners. A contagious positivity insatiable curiosity and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you join us!

PitchBooks Channel Partnerships and Integrations team is responsible for supporting existing and developing new partnerships with software and workflow tool providers. Partnerships are designed to extend PitchBooks market reach enhance workflows with our market-leading data and meet our clients in the tools and systems where they want to this role you will be charged with evaluating partnership opportunities against the strategic objectives of the business and go to market frameworks approved by PitchBook leadership. Furthermore you will be responsible for regularly engaging channel partners to continuously optimize our integrations for the benefit of PitchBook and our customers. This role requires someone with strong customer-facing skills and a proactive approach to relationship management. They should also possess knowledge of private and public capital markets and be able to identify opportunities where PitchBooks data and content can create a compelling channel offering for customers. Finally the ideal candidate will have demonstrated experience tracking of partnership reporting metrics and an enthusiasm for building relationships within a cross-functional team environment.

Primary Job Responsibilities:

• Serve as the primary point of contact for inbound partnership inquiries and pursue initial diligence meetings
• Identify growth opportunities within the existing Channel Partnership/Redistribution portfolio to expand distribution of PitchBook content to clients
• Think strategically about each partner their end customer and competitive relationship to PitchBook to maximize the opportunity and minimize competitive riskwithin the existing partner portfolio
• Have an appreciation for the Private Equity/Venture Capital/Allocator marketplace and the ability to learn comprehend and demonstrate why and how each of our client types engages with our product and our data
• In collaboration with leadership create proposal documents outlining partnership licensing and terms for prospective channel partners and redistributors
• Ensure all partnership opportunities are tracked appropriately in internal systems
• Educate Sales Account Management and Customer Success on redistribution partners and solutions
• Respond to questions as they relate to PitchBook data access through partners
• Go above and beyond to ensure customer satisfaction with quarterly business reviews and periodic engagement with partners
• Work with Direct Data engineering team to ensure delivery and/or integration of optimal data set and collect partner feedback and trends to identify new data sets to meet partner needs
• Work with Marketing team to create sales enablement materials for Sales and Customer Success teams partner marketing materials and other partnership marketing support
• 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
• 3 years of Partnerships and Data Redistribution licensing experience
• 3 years of experience working with Investment Banking Private Equity Venture Capital and/or Limited Partner clients in a SaaS/data licensing function
• Familiarity with partnership/alliance licensing and go to market structures or eagerness to learn
• Excellent verbal and written communication skills with a keen eye for detail
• Experience with Salesforce or other CRMs
• Proficiency with the Microsoft Office suite including in-depth 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
• 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: $125000
• Annual on target variable commission of fully ramped representative meeting expectations: $85000
• PitchBook currently has no cap on commission and commission is determined by individual performance

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity strengthens our connections and drives the innovation that sets us apart. Our culture is built on spontaneous momentsthose hallway conversations whiteboard brainstorms and shared celebrations in each of our global officesthat simply cant be replicated remotely. This role is expected to be in the office 5 days a week.

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.

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