Sr. Product Manager, GTM Systems

<div class="content-intro"><p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.&nbsp;</span></p> <p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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. </span></p> <p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.&nbsp;</span></p></div><p><span style="font-size: 14pt;"><strong><span style="font-family: arial, helvetica, sans-serif;">About the Role:</span></strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Revenue Operations plays a critical role in ensuring PitchBook’s financial success by improving the platforms, operations, and intelligence that support our go-to-market teams. This team partners with Marketing, Sales, Customer Success, and Finance to deliver scalable and efficient processes across the entire customer lifecycle — from lead generation through revenue recognition and renewal. Revenue Operations is essential to achieving the company’s revenue and operational goals.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">The GTM Systems Product team within Revenue Operations owns the internal product management function for all GTM platforms, functioning as product managers for the systems our commercial teams rely on every day. The team works in close partnership with GTM System Administration, Data &amp; Analytics, and Engineering to drive meaningful, measurable platform improvements.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">As the Sr. Product Manager, GTM Systems, you will serve as a strategic product owner across PitchBook’s full go-to-market technology stack — spanning Sales, Customer Success, and Marketing platforms. You will own the product vision, roadmap, and delivery for the GTM Systems portfolio, ensuring that our CRM, sales engagement, marketing automation, customer success tooling, and supporting integrations continuously evolve to meet the needs of our revenue-generating teams.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">You will work directly with stakeholders across Sales, CS, Marketing, Finance, and Revenue Operations leadership — including executives — to assess business needs, shape platform strategy, and drive execution. Drawing on deep expertise in GTM business processes, enterprise platforms, automation, and integrated systems (e.g., Salesforce, Gong, Marketo, Qualified, and Inflection), you will collaborate with business analysts, tool administrators, and engineering teams to deliver solutions that are scalable, compliant, and impactful.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">This is a senior, high-visibility role that requires the ability to think strategically, operate autonomously, influence without authority, and deliver across multiple concurrent workstreams in a fast-paced environment.&nbsp;</span></p> <p><span style="font-size: 14pt;"><strong><span style="font-family: arial, helvetica, sans-serif;">Primary Job Responsibilities:</span></strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Own and drive the GTM Systems product roadmap across Sales, CS, and Marketing platforms, ensuring alignment with business objectives, compliance requirements, and stakeholder priorities</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Develop and maintain a comprehensive GTM platform strategy spanning Salesforce CRM, sales engagement tools (Gong), marketing automation platforms (Marketo), and buyer engagement tools (Qualified, Inflection), along with adjacent integrations</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Lead quarterly and annual planning processes for GTM Systems product investments, translating business strategy into prioritized platform initiatives&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Balance short-term operational improvements with long-term strategic investments, making clear tradeoff decisions when necessary</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Deeply understand the needs, pain points, and day-to-day workflows of internal customers — including Sales, CS, Marketing, and Finance teams — to drive operational efficiency and improved business outcomes</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Serve as a trusted thought partner to senior business stakeholders and executives, translating ambiguous needs into clear product direction and actionable requirements</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Conduct regular discovery sessions, stakeholder interviews, and process reviews to surface opportunities and validate platform initiatives</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Act as the primary liaison between Revenue Operations, Sales, CS, Marketing, Finance, IT, and Engineering — ensuring alignment and clear communication across all workstreams</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Develop detailed functional specifications for tool, code/low-code, workflow, and data changes across the GTM platform portfolio&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Write and maintain clear, concise product requirement documentation (PRDs) to guide development teams and ensure alignment with business objectives and user needs</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Partner with engineering and system administrators to manage sprint execution, resolve blockers, and ensure high-quality platform releases</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Evaluate and recommend new tools and technologies to address evolving GTM needs, including CRM, marketing automation (Marketo), sales engagement, and analytics platforms&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Identify opportunities for process improvements across GTM systems and implement best practices for scalability, efficiency, and compliance&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Define, track, and report on KPIs, platform adoption metrics, and usage data to measure impact and guide decision-making</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Partner with Data &amp; Analytics teams to ensure GTM platforms are instrumented and that data flows accurately across systems</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Stay current with enterprise GTM technologies, SaaS trends, and industry best practices to continuously enhance platform capabilities</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Model and actively reinforce PitchBook’s values and desired behaviors, fostering a culture of collaboration, accountability, and continuous improvement</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Mentor and support junior product managers on the GTM Systems team, helping them develop their craft and grow their impact&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Support the vision and values of the company through role modeling and encouraging desired behaviors&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Participate in various company initiatives and projects as requested&nbsp;</span></li> </ul> <p><span style="font-size: 14pt;"><strong><span style="font-family: arial, helvetica, sans-serif;">Skills and Qualifications:</span></strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">5+ years of experience in product management, system development, or a closely related field, with a demonstrated track record of delivering impactful platform improvements&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">7+ years of experience in GTM systems, business process, Revenue Operations, or other related experience&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Extensive hands-on experience with GTM enterprise platforms, including Salesforce CRM, Gong, and marketing automation platforms (e.g., Marketo)</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong understanding of end-to-end GTM business processes across Sales, CS, and Marketing — including lead management, pipeline management, sales engagement, and campaign execution</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Proven experience writing detailed functional specifications, PRDs, and user stories to drive complex platform development&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong analytical and problem-solving skills with a focus on delivering measurable, data-driven outcomes</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Excellent communication and presentation skills, with the ability to convey complex platform concepts to both technical and non-technical audiences, including senior executives&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Proven ability to influence stakeholders at all levels without direct authority&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience with data integration, APIs, and enterprise systems architecture&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Proficiency in product management tools including JIRA and Confluence</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Proficiency with the Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Bachelor’s degree in Business, Computer Science, Finance, or a related field&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience managing a broad GTM platform portfolio spanning both Sales/CS and Marketing systems simultaneously</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Familiarity with conversational marketing or buyer engagement platforms (e.g., Qualified, Inflection) and/or sales intelligence tools (e.g., ZoomInfo, 6sense)</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience with revenue operations platforms or data tools that support pipeline visibility, forecasting, or go-to-market analytics&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Background in financial data, analytics, or B2B SaaS environments</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">MBA or equivalent advanced degree or experience</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Must be authorized to work in the United States without the need for visa sponsorship now or in the future</span></li> </ul> <p><span style="font-size: 14pt;"><strong><span style="font-family: arial, helvetica, sans-serif;">Benefits + Compensation at PitchBook:</span></strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Physical Health&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Comprehensive health benefits</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Additional medical wellness incentives&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">STD, LTD, AD&amp;D, and life insurance</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Emotional Health&nbsp;</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid sabbatical program after four years</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid family and paternity leave&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Annual educational stipend</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to apply for tuition reimbursement</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">CFA exam stipend&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Robust training programs on industry and soft skills&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee assistance program</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Generous allotment of vacation days, sick days, and volunteer days</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Social Health&nbsp;</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Matching gifts program</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee resource groups</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Subsidized emergency childcare&nbsp;&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Dependent Care FSA</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Company-wide events</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee referral bonus program&nbsp;&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Quarterly team building events</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Financial Health&nbsp;</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">401k match</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Shared ownership employee stock program&nbsp;</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Monthly transportation stipend</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">*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.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Compensation</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Annual base salary: $150,000-$175,000</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Target annual bonus percentage: 10%</span></li> </ul> <p><span style="font-size: 14pt;"><strong><span style="font-family: arial, helvetica, sans-serif;">Working Conditions:</span></strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">#LI-MS1</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">#LI-Onsite</span></p>