At PitchBook we work to provide global professionals with comprehensive data on the entire venture capital, private equity and M&A landscape so they can discover and execute opportunities with confidence. We credit our success and rapid growth to our cutting-edge products, customer centered attitude and ability to embrace and drive change.
In just over a decade, PitchBook has reached over 1,300 global employees with offices worldwide, and we're not slowing down! Consistently recognized as a Best Place to Work, our culture is at the heart of our success and is driven by excellence, inclusion and fun. At PitchBook we're committed to fostering an open and collaborative work environment.
About the Role:
PitchBook's Revenue Operations Manager for Morningstar Institutional Equity Research Strategy (MIERS) is responsible for supporting the operation and roadmap of the CRM platform for the Buy-Side Equity Research business. This role requires someone who is process and data-savvy with a strong background in measurement, managing CRM tools such as Salesforce and building relationships in a cross-functional team environment.
PitchBook's MIERS team specializes in selling and servicing institutional clients in public and private markets by providing fundamental valuations, ratings and analysis on more than 1,500 companies, using a consistent and proprietary approach to analyzing companies by focusing on their long term sustainable competitive advantages. In addition to company reports that provide an extensive analysis of business strategy, economic moat drivers, scenario analysis, and stewardship, subscribers to Morningstar's institutional equity research are able to explore actionable investment ideas across multiple content categories.
Primary Job Responsibilities:

• Ensure the Customer Relationship Management (CRM) system effectively tracks research readership and interactions and surfaces contacts and ownership data
• Understand all aspects of sales, CS and analyst workflows in the CRM
• Understand all stakeholder reporting requirements and translate those requirements into dashboards and reports to be generated from the CRM and/or Salesforce
• Identify product and/or data gaps and shortcomings that block CRM capabilities
• Partner with broader deployment and Sales Operations team to inform decision making, and to identify and build CRM process and technology improvements
• Leverage reporting, business intelligence (BI) and technology team, financial/business analysts, business intelligence data experts, operations teams to identify and analyze drivers of performance
• Maintain the global CRM roadmap, including sequencing and timing of capabilities and features
• Audit all contracts post-close to ensure compliant revenue reporting
• Build relationships with operational leaders across the business, including sales, campaign marketing, and finance, to develop an intimate understanding of needs, priorities, strategies and plans. Ensure compliance, business intelligence and technology requirements are fully considered in all plans
• Triage all incoming requests related to CRM to ensure strategic relevance
• Manage vendor relationships for CRM and contacts and ownership data and keep up to date with new features and functionalities
• 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 or equivalent experience
• 3-5 years of CRM/sales operations experience
• Experience with marketing and tracking financial services/investment products and research
• Ability to help direct, plan, and deliver on multiple projects in a timely manner
• Experience in CRM and data tools including Salesforce, Power BI, Tableau and Task and Project management tools like Asana and JIRA
• Proficiency with the MS Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

If you are ready to start the conversation about how you might contribute to all the happenings at PitchBook, submit your resume today! PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.

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