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PitchBook

Product Manager II, Sales & CS Platform

Sorry, this job was removed Sorry, this job was removed at 08:06 p.m. (PST) on Wednesday, May 21, 2025
In-Office
Seattle, WA
In-Office
Seattle, WA

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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:

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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HQ

PitchBook Seattle, Washington, USA Office

Located just blocks away from Pike Place Market and historic Pioneer Square, our headquarters boast stunning mountain views

What you need to know about the Seattle Tech Scene

Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.

Key Facts About Seattle Tech

  • Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Amazon, Microsoft, Meta, Google
  • Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Madrona, Fuse, Tola, Maveron
  • Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
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