Sr. Product Marketing Manager, Funds

San Francisco, California, United States

At PitchBook, 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 Marketing team at PitchBook is critical to fueling the company’s growth by utilizing a variety of strategies to support our Sales and Customer Success departments grow and retain our client base. The Marketing department is responsible for all demand generation efforts by executing engaging campaigns, effective product marketing strategies, and attending client and trade-show events. The Marketing team is also responsible for promoting the PitchBook brand and managing internal communications. 

The Product Marketing Team at PitchBook is pivotal in executing go-to-market (GTM) strategies through impactful product launches that align with key business objectives. By leveraging deep knowledge on their product domain of coverage, core customer segments, and market, the Product Marketing Managers are tasked with driving product adoption and increasing engagement across the customer lifecycle in partnership with other Marketing teams through effective packaging, differentiated positioning, and value-based messaging. As a Product Marketing Manager for the Funds business, you will lead large-scale, multi-channel product launches and cross-functional initiatives to maximize market impact and showcase PitchBook’s value across the private and public capital markets. This role involves close collaboration across Marketing, Product, Research, Data Operations, and PitchBook’s commercial teams to develop clear, monetizable market positions and effective launch playbooks, ensuring alignment and execution across all channels.  

The ideal candidate will be a proactive, analytical, and data-driven technical product marketer with expertise in SaaS product marketing and experience in asset management. They should excel at collaboration, innovation, and using data to create compelling messaging that reaches their target audiences. 

 

Primary Job Responsibilities:

  • Package key features and functions of the PitchBook platform by understanding target personas’ use cases and workflows  
  • Develop persuasive messaging and positioning framework to support all channel activities, including internal enablement and customer-facing content 
  • Manage large-scale launch programs, collaborating with Marketing leads to ensure cohesive execution and alignment with broader brand campaigns 
  • Monitor and optimize launch performance while sharing actionable insights across the company
  • Identify opportunities to run relaunch activations  
  • Define compelling product positioning and messaging that resonates with target customers and differentiates PitchBook in the marketplace  
  • Leverage domain knowledge, customer feedback, internal expertise, and pipeline analytics to refine messaging frameworks, value propositions, use cases, and competitive plays 
  • Develop and maintain a comprehensive “bill of materials” to inform positioning, messaging, and competitive strategies across the company
  • Develop and execute GTM plans for new product launches and sales programs, identifying target customer segments, develop positioning strategies, and craft messaging frameworks 
  • Collaborate cross-functionally to align on product priorities and ensure consistency in messaging and positioning 
  • Partner with Marketing’s various functional and channel leads to best leverage the available channel mix and partner on decisions to achieve launch program objectives and KPIs 
  • Use customer insights and market research to inform go-to-market strategies and product roadmaps
  • Work with Enablement, New Sales, Customer Success, and Learning & Development to create educational content and trainings, effective sales plays, and sales collateral to support sales, renewal, and expansion activities 
  • Collaborate with New Sales and Customer Success leadership to achieve pipeline goals by refining messaging and driving differentiation
  • Conduct in-depth competitive analyses to understand the market landscape, identify opportunities, and mitigate potential threats 
  • Discover new opportunities for your domain and customer segments through market research, learnings from past launch programs, and promotion of new product and service features 
  • Monitor industry trends, competitors, and emerging technology relevant to your domain and customer segments 
  • 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:

  • Education: Bachelor’s degree 
  • Experience: 7+ years of B2B product marketing experience, preferably in SaaS. Financial services experience, particularly in asset management, is a plus 
  • Proven Success: Demonstrated ability to lead effective product launch and relaunch programs, contributing to improved market position and revenue growth 
  • Analytical Abilities: Strong analytical skills with the ability to extract data-driven insights and present them clearly to various internal audiences 
  • Cross-functional Collaboration: Skilled in managing stakeholders across departments to achieve shared goals 
  • Problem Solving: A critical thinker with strong problem-solving abilities who is comfortable working through ambiguity to find solutions 
  • Organizational Skills: Excellent attention to detail, organizational skills, and a strong sense of urgency to ensure timely follow-through 
  • Communication: Exceptional written and verbal communication skills 
  • Project Management: Ability to manage multiple projects simultaneously in a fast-paced environment, maintaining a high level of attention to detail 
  • Adaptability: A resourceful self-starter who is comfortable with ambiguity and adaptable to change 
  • Team Player: Collaborative, team-oriented, and able to thrive in a dynamic and evolving environment 
  • Technical Proficiency: Experience with marketing automation (preferably Marketo), CRM (preferably Salesforce), web analytics, and business intelligence tools (preferably Tableau) 
  • 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: $145,000-$165,000
  • Target annual bonus percentage: 10%

 

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location. 

 

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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. It’s 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 we’ve 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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