Manager, Sales Intelligence
PitchBook Data
Seattle, WA
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JOB DETAILS
SALARY
$145,000–$175,000 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Analysis Skills, Automation, Business Intelligence Software, Coaching, Communication Skills, Continuous Improvement, Cross-Functional, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Customer/Client Research, Data Modeling, Decision Support, Diversity, Employee Assistance Plan, Establish Priorities, Finance, Flexible Spending Accounts, Forecasting, Inside Sales, Lead Generation, Marketing, Mentoring, Metrics, Needs Assessment, Operational Improvement, Operational Strategy, Operational Support, Operations Planning, Partner Sales, People Management, Performance Management, Performance Metrics, Power BI, Problem Solving Skills, Process Improvement, Product Management, Reporting Dashboards, Requirements Management, Revenue Growth, Revenue Recognition, Revenue/Sales Reporting, Risk Analysis, SQL (Structured Query Language), Sales, Sales Analysis, Sales Closing Skills, Sales Pipeline, Sales Strategy, Salesforce.com, Systems Administration/Management, Tableau, Team Lead/Manager, Team Player, Time Management, Training Program, Trend Analysis, Tuition Reimbursement, Usability Engineering, Usage Analysis, Vehicle Driving
LOCATION
Seattle, WA
POSTED
30+ days ago
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.
The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook's systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth.
As the Manager of Sales Intelligence, you will play a key role in delivering data-driven insights, improving operational efficiency, and supporting decision-making for the Commercial Organization. Partnering closely with Sales, Customer Success, and Revenue Operations leaders, you will help define performance metrics, build trusted reporting, and surface insights that improve growth, retention, and customer experience.
Your primary focus will be on serving internal customers-Sales, Customer Success, and business stakeholders-by delivering accurate, timely, and actionable metrics, dashboards, and analysis. While strategic in nature, this role is closer to execution and requires hands-on involvement in analytics delivery and team leadership.
You will adopt a product-oriented mindset, treating dashboards, reports, and analytics as products. This includes understanding stakeholder needs, defining clear requirements, improving usability, and tracking adoption and usage of analytics solutions. You will contribute to an analytics roadmap aligned to business priorities and support continuous improvement of reporting and insights.
Collaboration is critical to success. You will work closely with Sales & Customer Success Operations teams (including Platform and Automation partners) to understand system changes and their impact on data and with Enterprise Data Platform teams to ensure data is accessible, reliable, and governed. As a people manager, you will help prioritize work, support analyst development, and ensure delivery meets stakeholder expectations.
Primary Job Responsibilities:
Develop a strong understanding of the needs, workflows, and priorities of Sales and Customer Success teams
Partner with stakeholders to translate business questions into clear analytics and reporting solutions
Enable better decision-making by improving visibility into performance and trends
Manage and develop a small team of analysts, providing coaching, feedback, and growth opportunities
Prioritize team work based on business impact, urgency, and capacity
Foster a culture of accountability, collaboration, and high-quality analytics delivery
Support the definition and execution of a data and reporting strategy for Sales and Customer Success
Analyze sales, pipeline, and customer success data to identify trends, risks, and opportunities
Deliver insights and recommendations that inform planning and operational decisions
Define, monitor, and maintain key performance indicators (KPIs) for Sales and Customer Success
Partner with Revenue Operations to support reporting on pipeline health, forecast accuracy, retention, and customer success metrics (e.g., NPS)
Ensure metric definitions and reporting logic are clearly documented and consistently applied
Contribute to and maintain an Intelligence roadmap informed by stakeholder feedback and business needs
Balance KTLO (core reporting) with incremental improvements and new analytics capabilities
Apply product management principles to improve usability, adoption, and value of analytics assets
Collaborate with cross-functional partners to align analytics priorities with business goals
Communicate insights clearly to stakeholders at varying levels of data fluency
Ensure alignment and consistency in how performance is measured and discussed
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 Business, Analytics, or a related field
5+ years in Sales & Customer Success analytics or a similar role, including experience defining and building operational metrics, dashboards, and reports in a fast-paced environment
2+ years of people management experience, including coaching and performance development
Strong experience building operational dashboards, reports, and metrics in a fast-paced environment
Strong proficiency in SQL, including writing complex queries for reporting and analysis
Proficiency in Salesforce and BI tools (e.g., Tableau, Power BI), with experience in data modeling. Familiarity with tools like Catalyst or LeanData is a plus
Strong analytical and problem-solving skills with a focus on actionable insights
Demonstrated ability to drive cross-functional alignment and influence stakeholders at all levels
Excellent communication skills and ability to translate data into clear narratives
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: $145,000-$175,000
Target annual bonus percentage: 15%
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.
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PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.
About the Company
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