Sr. Sales Engineer

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 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!

Sr. Sales Engineers collaborate closely with the Sales and Customer Success teams to deliver impactful solutions to clients and prospects using PitchBooks API and data feed products. They apply advanced sales skills technical expertise and strategic insights to drive the pre-sales process and ensure value post-sale. With a strong understanding of the systems and tools where the companys solutions integrate Sr. Sales Engineers guide clients in leveraging data within their unique operating environments. They demonstrate intellectual curiosity and self-motivation staying ahead of industry trends emerging technologies and client tools to maximize the impact of these solutions.

Primary Job Responsibilities:

• Work closely with Sales teams to gather technical and business requirements from clients to deliver tailored API and Data Feed solutions
• Partner with Customer Success teams through proactive support and regular business reviews to provide clients with expert guidance anticipate challenges and troubleshoot issues
• Manage queue of client and prospect requests for technical support sample data and product feedback
• Collaborate with clients to design and develop efficient workflows using our Data Feed and API Solutions by educating them on PitchBooks data and leveraging data analysis tools such as SQL or R
• Build and maintain strong client relationships to foster trust identify upsell and cross-sell opportunities and ensure overall client satisfaction
• Coordinate with Product and Data Operations teams to share client insights and drive product enhancements that align with user needs and industry best practices
• Lead efforts to enhance team success by maintaining up-to-date technical documentation and driving process improvements
• Develop and maintain knowledge on financial industry trends technologies and client systems to provide expert guidance and improve solution impact
• 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
• 5 years of experience in sales/solutions engineering customer success or technical sales
• Experience collaborating with large-scale enterprise clients such as major investment banks Big 4 consulting firms or Fortune 500 companies
• Strong knowledge of database concepts including relational tables data types and ETL processes and tools
• Demonstrated proficiency in data manipulation and analysis. Experience in Excel and SQL required
• Foundational understanding of scripting such as Python or Shell scripting including using APIs to integrate data
• Proven ability to effectively convey complex technical concepts to both technical and non-technical audiences
• Experience conducting product demos delivering presentations and handling Q&A sessions with prospects or clients
• 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
• Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future

Benefits at PitchBook:

Physical Health

• Private medical insurance
• Dental scheme
• Additional medical wellness incentives
• Life cover

Emotional Health

• Paid sabbatical program after four years
• Paid parental leave
• Education subsidies
• Robust training programs on industry and soft skills
• Minimum 25 days annual leave and volunteer days

Social Health

• Employee resource groups
• Company-wide events
• Employee referral bonus program
• Quarterly team building events

Financial Health

• 10% Pension contribution
• Income protection
• Shared ownership employee stock program
• 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.

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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