Associate Analyst, GTM

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:

The Revenue Operations team sits at the center of PitchBooks go-to-market engine translating data into the insights that power strategic decisions across Sales Marketing Customer Success and Finance. We are a collaborative detail-oriented team that takes ownership of the full analytical lifecycle from raw data to executive dashboards and we hold ourselves to a high standard of rigor and clarity. If you care deeply about getting the numbers right and communicating them well you will fit right in.

The Associate Analyst GTM is the first point of contact for incoming requests to the Revenue Operations team clarifying scope and intent before routing work to the appropriate senior analyst. This role also owns a set of well-defined recurring reporting and data-support tasks that keep the teams core deliverables running smoothly. The ideal candidate is a strong collaborator and self-starter who is comfortable asking clarifying questions juggling competing priorities and building the foundational skills needed to grow into a broader analytics role. This role will be mentored by Senior Analysts and has a defined path toward analyst-level ownership. This is an excellent entry point into Revenue Operations for someone eager to learn Salesforce SQL and other GTM systems while working closely with a senior analyst team.

Primary Job Responsibilities:

• Assist with lightweight ad hoc data pulls and formatting requests from Sales Marketing Customer Success and Finance stakeholders
• Document recurring request types and processes to help the team build repeatable scalable workflows
• Build proficiency in core Revenue Operations systems including Salesforce SQL and BI/reporting tools with guidance from senior team members
• Create go-to-market analytics reports on pipeline pacing and funnel and lifecycle metrics
• Serve as the initial point of contact for inbound requests to the Revenue Operations Analytics team clarifying scope priority and requestor intent before work begins
• Demonstrate curiosity to understand inbound business requests and route to appropriate Sr Analysts. Escalate ambiguous/unclear requests to senior analysts for clarification and assistance
• Maintain the Revenue Operations request queue track status and turnaround times and develop performance dashboards that encompass key metrics for senior leadership review
• Support Weekly/Monthly/Quarterly Business Report preparation by assembling standard materials and data extracts for senior analysts to finalize
• Proactively identify data quality issues by performing root cause analysis to improve data quality
• 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:

Basic

• 1 years previous experience in with SQL and BI tools (Tableau Power BI Looker etc.) Excel and ; Basic familiarity with data and reporting concepts
• 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

Preferred

• Bachelors degree in Business Analytics Statistics Economics Finance or a related field
• Self-starter with strong organizational skills eagerness to how to prioritize and route competing requests appropriately
• Strong collaborator who works well across Sales Marketing Customer Success and Finance and is comfortable asking clarifying questions to scope ambiguous requests
• Desire to learn new systems and processes with willingness to build hands-on skills in Salesforce SQL and BI/reporting tools
• Clear detail-oriented communicator who can translate stakeholder requests into well-scoped asks for the analytics team
• 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

• This position is non-exempt and paid a salary of $65000-$81000
• Target annual bonus percentage: 7.5%

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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