Sales Engineer

Customers are King! Each and every day the Customer Success Team works to ensure that our clients are maximizing the value they receive from PitchBook. Onboarding, training, support, business development and renewals are handled by the Customer Success team. Customer Success does whatever it takes to ensure our customers achieve their goals and continue to grow their engagement with the PitchBook Platform.

PitchBook’s Sales Engineer provides support to our Sales and Customer Success teams as well as our clients related to our API and data feed solutions. Our Sales Engineer can easily navigate the technical aspects of our API and data feed products and effectively communicate how these products work to our clients or prospects. This role also provides ongoing technical support to clients related to our API and data feed products.

Primary Job Responsibilities:

Provide pre- and post-sales technical expertise as well as ongoing consultation to PitchBook clients and prospects related to our customer-facing data feed and API solutions

Partner with PitchBook’s Sales and Customer Success teams to determine and implement technical solutions for clients and prospects

Coordinate with Product, Technology, and IT teams to effectively communicate to clients and prospects how the PitchBook Platform features, functionality, processes, and underlying technologies work

Partner with remote development teams to build client solutions for PitchBook’s data feed and API products

Manage a queue of client or prospect requests for technical solutions and specs

Work collaboratively with Product teams to share customer feedback and suggestions

Support the vision and values of the company through role modeling and encouraging desired behaviors

Participate in various company initiatives and projects as requested

Basic Qualifications:

3+ years of experience in sales/solutions engineering, customer success, or technical sales

Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications:

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

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-$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:

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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