Sales Operations Specialist

New York, New York, United States

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:

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, you'll 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 can’t wait for you to join the team!

As a Sales Operations Specialist at PitchBook, you will serve as a trusted partner to our global Commercial teams (Sales, Customer Success, and Support). You will operate with increasing autonomy to diagnose issues, develop solutions, and ensure the smooth functioning of our operational ecosystem. 

This role requires strong analytical skills, an understanding of core business metrics, and the ability to balance technical and business considerations when making decisions. You will act as a first responder for technology tool inquiries, proactively identify process improvements, and influence the adoption of tools and workflows across the organization. 

You will also contribute to change management, enablement, internal documentation, and the onboarding of new team members. This role involves regular crossfunctional collaboration and requires the ability to manage expectations, communicate trade-offs, and tailor communication to a variety of audiences. 

As a member of this team, you will partner closely with the Sales Platform team to ensure global communications, change management, and enablement activities are executed for biweekly releases and larger initiatives. 

Primary Job Responsibilities:

  • Serve as a first responder to operational and tooling inquiries, independently diagnosing issues and identifying root causes
  • Resolve requests within established SLAs, minimizing disruptions to frontline teams
  • Evaluate and communicate trade-offs between technical constraints, business priorities, and stakeholder needs
  • Maintain accurate records of support tickets, resolutions, and recurring themes
  • Build trust with stakeholders across Sales, Customer Success, Support, Marketing, Data, Finance, and Platform teams
  • Actively listen to business needs, translate challenges into actionable solutions, and connect processes to broader business goals
  • Manage expectations by providing clear updates, timelines, and trade-offs
  • Influence positive cross-team collaboration and contribute to a supportive, solutions-oriented culture
  • Analyze existing workflows to identify bottlenecks and opportunities for efficiency, accuracy, or user experience improvements
  • Propose and implement small-scale optimizations with minimal guidance
  • Take initiative to advance team goals beyond assigned tasks, including identifying systemic issues and recommending enhancements
  • Contribute to the development and maintenance of SOPs, knowledge bases, and process documentation
  • Demonstrate fluency in core Commercial metrics (e.g., pipeline coverage, conversion rates, lead velocity)
  • Use data to identify trends, anomalies, and root causes
  • Clearly communicate insights, implications, and recommended actions to stakeholders with varied levels of data fluency
  • Support and optimize usage of key operational tools, including Salesforce and other sales tech platforms
  • Identify opportunities for automation and improved tool configuration to enhance productivity
  • Conduct UAT for platform updates, new functionality, and biweekly release items
  • Partner with the Sales Platform team to ensure successful change management, communication, and adoption
  • Facilitate 1:1s and small group training sessions to support adoption of tools and processes
  • Provide actionable feedback to improve training and enablement materials
  • Tailor messaging and workflows to different audiences (Sales, CS, Marketing, Data teams) and regions
  • Help onboard and mentor new team members, sharing best practices and contributing to team morale
  • 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:

  • 5+ years of experience in Sales Operations, Customer Operations, or a Sales/CS/Support role (SDR, AE, AM, CSM, etc.)
  • Strong analytical thinking, with the ability to leverage data to evaluate problems and propose solutions
  • Demonstrated ability to independently troubleshoot and design solutions that balance technical and business considerations
  • Excellent written and verbal communication skills, with the ability to tailor messaging to diverse teams and levels
  • Experience facilitating training sessions and contributing to enablement materials
  • Strong collaboration skills with the ability to build trust and manage expectations
  • Proficiency with CRM systems (e.g., Salesforce) and common sales tech tools
  • Comfortable operating in a fast-paced environment with evolving priorities
  • Demonstrated initiative and ability to support broader team goals beyond assigned tasks
  • 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: $90,000-$115,000
  • 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 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-AD2

#LI-Onsite

Create a Job Alert

Interested in building your career at PitchBook Data? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in PitchBook Data’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.