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. We're 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 there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're 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 PitchBook's 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 Revenue Operations Analyst, Analytics & Insights, owns performance reporting, business review cadences, and funnel and lifecycle analytics across PitchBook's go-to-market organization. This role partners closely with Sales, Marketing, Customer Success, and Finance to translate data into meaningful insights that inform strategy and accelerate business growth. The ideal candidate is an intellectually curious, insights-driven analyst who enjoys asking questions, challenging assumptions, and uncovering opportunities within complex datasets. Bringing strong SQL skills, experience working with large datasets, and an enthusiasm for leveraging AI and automation to enhance analytics and decision-making.
Primary Job Responsibilities:
Own weekly and monthly sales performance reporting covering pipeline, attainment, and pacing; run and maintain the WBR/MBR/QBR process end-to-end, including narrative framing and exec-ready dashboards Build and maintain executive OKR and revenue dashboards across the full GTM funnel and post-sale lifecycle, ensuring consistent KPI definitions and reporting standards Conduct marketing funnel analytics, campaign ROI measurement, lead routing and distribution analysis, and territory design and capacity planning analytics across global offices Partner with Customer Success on customer lifecycle, retention, and expansion analytics; build and interpret reporting from Salesforce, Marketo, and Gong to surface clear, actionable insights Facilitate the forecasting process across Sales, Marketing, Customer Success, and Finance, owning cadence, inputs, scenario reviews, and translation into the business narrative Proactively generate insights indexed to business impact, surfacing what the business should be asking before it thinks to ask Validate hypotheses raised by operational, field, or finance leaders, delivering rigorous analysis that confirms, challenges, or reframes the original question Champion data quality, governance, and KPI consistency across revenue systems; identify opportunities for automation and advanced analytics in partnership with data science counterparts Collaborate cross-functionally with RevOps, GTM Operations, Marketing Ops, and business stakeholders to align analytics work to commercial priorities Support the vision and values of the company through role modeling and encouraging desired behaviors Participate in various company initiatives and projects as requested
Basic Qualifications:
Bachelor's degree in Business, Analytics, Statistics, Economics, or Finance 3+ years of experience in revenue operations, sales operations, marketing operations, or finance operations Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Preferred Qualifications:
Solid understanding of B2B GTM and revenue metrics including pipeline health, funnel conversion, retention, expansion, and forecasting; familiarity with Salesforce reporting required, experience with Marketo or Gong is a plus Demonstrated ability to build intuitive dashboards and compelling visualizations that help business leaders understand performance, identify opportunities, and make confident, data-driven decisions across a variety of analytics platforms Strong command of SQL and hands-on experience querying large datasets in modern data platforms (e.g., Snowflake, BigQuery); comfort navigating messy, high-volume data is essential Clear, confident communicator who can translate complex data into plain language for senior stakeholders, with strong cross-functional instincts and comfort working across Sales, Marketing, Customer Success, Finance, and technical teams Genuine curiosity about AI-assisted analytics and intelligent automation, and willingness to actively adopt emerging tools 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 reimbursementCFA 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 FSACompany-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: $115,000-$130,000 Target annual bonus percentage: 10%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 moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can't 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.#LI-MS1#LI-Onsite
