Manager, Sales Intelligence

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:

Revenue Operations plays a critical role in ensuring financial success by improving the platforms operations and systems supporting our go-to-market teams. This team partners with Marketing Sales Customer Success and Finance to deliver scalable and efficient processes across the customer lifecycle from lead generation to revenue recognition. Revenue Operations is essential to achieving our companys revenue and operational goals.

The Revenue Operations department is responsible for creating maintaining and continually improving PitchBooks systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales Marketing Finance and IT to drive efficiency accuracy and revenue growth.

As the Manager of Sales Intelligence you will play a key role in delivering data-driven insights improving operational efficiency and supporting decision-making for the Commercial Organization. Partnering closely with Sales Customer Success and Revenue Operations leaders you will help define performance metrics build trusted reporting and surface insights that improve growth retention and customer experience.

Your primary focus will be on serving internal customersSales Customer Success and business stakeholdersby delivering accurate timely and actionable metrics dashboards and analysis. While strategic in nature this role is closer to execution and requires hands-on involvement in analytics delivery and team leadership.

You will adopt a product-oriented mindset treating dashboards reports and analytics as products. This includes understanding stakeholder needs defining clear requirements improving usability and tracking adoption and usage of analytics solutions. You will contribute to an analytics roadmap aligned to business priorities and support continuous improvement of reporting and insights.

Collaboration is critical to success. You will work closely with Sales & Customer Success Operations teams (including Platform and Automation partners) to understand system changes and their impact on data and with Enterprise Data Platform teams to ensure data is accessible reliable and governed. As a people manager you will help prioritize work support analyst development and ensure delivery meets stakeholder expectations.

Primary Job Responsibilities:

• Develop a strong understanding of the needs workflows and priorities of Sales and Customer Success teams
• Partner with stakeholders to translate business questions into clear analytics and reporting solutions
• Enable better decision-making by improving visibility into performance and trends
• Manage and develop a small team of analysts providing coaching feedback and growth opportunities
• Prioritize team work based on business impact urgency and capacity
• Foster a culture of accountability collaboration and high-quality analytics delivery
• Support the definition and execution of a data and reporting strategy for Sales and Customer Success
• Analyze sales pipeline and customer success data to identify trends risks and opportunities
• Deliver insights and recommendations that inform planning and operational decisions
• Define monitor and maintain key performance indicators (KPIs) for Sales and Customer Success
• Partner with Revenue Operations to support reporting on pipeline health forecast accuracy retention and customer success metrics (e.g. NPS)
• Ensure metric definitions and reporting logic are clearly documented and consistently applied
• Contribute to and maintain an Intelligence roadmap informed by stakeholder feedback and business needs
• Balance KTLO (core reporting) with incremental improvements and new analytics capabilities
• Apply product management principles to improve usability adoption and value of analytics assets
• Collaborate with cross-functional partners to align analytics priorities with business goals
• Communicate insights clearly to stakeholders at varying levels of data fluency
• Ensure alignment and consistency in how performance is measured and discussed
• 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 Business Analytics or a related field
• 5 years in Sales & Customer Success analytics or a similar role including experience defining and building operational metrics dashboards and reports in a fast-paced environment
• 2 years of people management experience including coaching and performance development
• Strong experience building operational dashboards reports and metrics in a fast-paced environment
• Strong proficiency in SQL including writing complex queries for reporting and analysis
• Proficiency in Salesforce and BI tools (e.g. Tableau Power BI) with experience in data modeling. Familiarity with tools like Catalyst or LeanData is a plus
• Strong analytical and problem-solving skills with a focus on actionable insights
• Demonstrated ability to drive cross-functional alignment and influence stakeholders at all levels
• Excellent communication skills and ability to translate data into clear narratives
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

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: $145000-$175000
• Target annual bonus percentage: 15%

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.

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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