Product Manager II, Sales & CS Platform

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 company's revenue and operational goals.

As the Product Manager II, Sales & Customer Success (CS) Platform, you will focus on managing the Sales Platform as a product. You will work closely with key stakeholders to understand internal customer needs, prioritize features, and ensure the delivery of innovative solutions. Using your deep understanding of business processes, enterprise tools, automation, and integrated systems (e.g., Salesforce CPQ, Gong, LeanData, Outreach, etc.), you will create and maintain a roadmap of enhancements that drive measurable business outcomes. Collaborating with business analysts, tool administrators, and engineers, you will ensure platform changes meet business objectives while adhering to compliance requirements.

Primary Job Responsibilities:

• Deeply understand the needs, pain points, and workflows of internal customers to drive operational efficiency and improved business outcomes
• Own and prioritize the roadmap for the Sales & Customer Success Platform team, ensuring it delivers value and aligns with compliance
• Develop detailed functional specifications for tool, code/low code, workflow, and data changes to the Sales & Customer Success Platform team
• Write and maintain clear, concise, and detailed product requirement documentation (PRD) to guide development and ensure alignment with business objectives and user needs
• Identify opportunities for process improvements and implement best practices for scalability and efficiency
• Track and analyze KPIs, engagement, and usage metrics to measure the platform's impact and guide decision-making
• Evaluate and recommend tools and technologies to meet Sales & Customer Success needs
• Stay current with finance technologies, digital trends, and best practices to enhance the platform's capabilities
• 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:

• Bachelor's degree in preferably in Computer Science, Math, Statistics, Finance, Accounting, or related field
• 3+ years of experience in product management, business process improvement, or a related field
• Familiarity with Salesforce, Outreach, Gong, and other sales tools
• Strong experience with product management tools like JIRA and Confluence
• Proven analytical and problem-solving skills with a focus on delivering measurable outcomes
• Experience applying product management methodology and deliverables, including leading customer conversations, establishing customer-centric requirements, and writing functional design specification documents to satisfy the requirements
• Proficiency in data integration and management, with a solid understanding of database structures, APIs, and data governance principles
• Ability to collaborate with cross-functional teams to deliver innovative solutions
• 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: $140,000-$155,000
• 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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