Sr. Sales Engineer

About the Role:

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

Senior Sales Engineers collaborate closely with the Sales and Customer Success teams to deliver impactful solutions to clients and prospects using PitchBook’s API and data feed products. They apply advanced sales skills, technical expertise, and strategic insights to drive the pre-sales process and ensure value post-sale. With a strong understanding of the systems and tools where the company’s solutions integrate, Senior Sales Engineers guide clients in leveraging data within their unique operating environments. They demonstrate intellectual curiosity and self-motivation, staying ahead of industry trends, emerging technologies, and client tools to maximize the impact of these solutions.

Primary Job Responsibilities:

• Work closely with Sales teams to gather technical and business requirements from clients to deliver tailored API and Data Feed solutions
• Partner with Customer Success teams through proactive support and regular business reviews to provide clients with expert guidance, anticipate challenges, and troubleshoot issues
• Manage queue of client and prospect requests for technical support, sample data, and product feedback
• Collaborate with clients to design and develop efficient workflows using our Data Feed and API Solutions by educating them on PitchBook’s data and leveraging data analysis tools such as SQL or R
• Build and maintain strong client relationships to foster trust, identify upsell and cross-sell opportunities, and ensure overall client satisfaction
• Coordinate with Product and Data Operations teams to share client insights and drive product enhancements that align with user needs and industry best practices
• Lead efforts to enhance team success by maintaining up-to-date technical documentation and driving process improvements
• Develop and maintain knowledge on financial industry trends, technologies, and client systems to provide expert guidance and improve solution impact
• 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
• 3+ years of experience in sales/solutions engineering, customer success, or technical sales
• Must have experience in at least two of the following areas: financial markets industry knowledge, strong technical skills, or sales/customer success expertise. This experience should enable effective collaboration with large-scale enterprise clients, including major investment banks, Big 4 consulting firms, or Fortune 500 companies
• Proven ability to effectively convey complex technical concepts to both technical and non-technical audiences
• Knowledge of database concepts, including relational tables, data types, and ETL processes and tools is a plus
• Demonstrated proficiency in data manipulation and analysis. Experience in Excel and SQL is beneficial
• Foundational understanding of scripting, such as Python or Shell scripting, including using APIs to integrate data is highly desirable
• Ability to manage multiple stakeholders and work in cross-functional teams, demonstrating strong project management and organizational skills
• Experience using CRM tools (e.g., Salesforce) and familiarity with the sales pipeline, emphasizing the ability to help drive sales processes and track engagement
• Proficiency with the Microsoft Office suite and project management and collaboration tools (e.g., Jira, Confluence), with a demonstrated ability to quickly learn new software and systems
• Strong desire and ability to learn more about the private equity, venture capital, private credit, and M&A marketplaces and understand how each of our diverse client types engages with our product and data

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: $110,000
• Annual on target variable commission of fully ramped representative meeting expectations: $30,500
• PitchBook currently has no cap on commission and commission is determined by individual performance

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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