Product Owner, Revenue Operations

At PitchBook, a Morningstar company, 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:

The Revenue Operations team 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, IT to drive efficiency, accuracy, and revenue growth.

As a Product Owner within the Revenue Operations team at PitchBook, you'll play a crucial role in translating automation, workflow, and integration requirements into actionable work for our engineering team members. Your primary responsibility will be to bridge the gap between business requirements and code development, ensuring that all aspects of the requirements are meticulously covered in the proposed solution. You'll serve as the Product Owner for the team, taking ownership of the backlog, creating user stories, and ensuring that acceptance criteria for each work item are met. This role demands strong analytical skills, a deep understanding of finance technologies, and the ability to communicate effectively across different teams. 

Primary Job Responsibilities:

• Collaborate with the manager to understand automation, workflow, and integration requirements. Work closely with technical resources to decompose requirements into features and tasks, ensuring alignment with the team's objectives

• Translate business requirements into detailed user stories, acceptance criteria, and technical specifications

• Serve as the Product Owner for the team, owning and managing the backlog, prioritizing features, and ensuring timely delivery 

• Participate in sprint planning, grooming sessions, demos, and retrospectives to refine the backlog and improve team efficiency

• Act as a liaison between business stakeholders and technical teams, ensuring clear communication and understanding of requirements 

• Conduct thorough analysis of existing finance technologies and processes to identify areas for improvement and optimization

• Collaborate with cross-functional teams to implement finance technology solutions that drive business growth and efficiency

• Provide sprint reporting to the Product Manager and Technical Program Managers to understand delivery and team velocity 

• Stay updated on industry trends and best practices in finance technology, bringing innovative ideas to the team 

• 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 preferred

• 3+ years of experience as a Business Analyst, Product Owner or similar role, preferably in finance or sales technology or software development. 

• Strong understanding of CRM systems (e.g., Salesforce, CPQ) and ERP systems (Oracle) 

• Excellent analytical and problem-solving skills, with a keen attention to detail

• Proficiency in Agile methodologies, with experience in managing backlogs and sprint planning

• Experience with Jira and Confluence including writing JQL and writing documentation

• Hands-on experience in all stages of the product lifecycle

• Ability to communicate effectively with technical and non-technical stakeholders 

• Experience with project management tools such as Asana 

• Proven experience in conducting SWAG-estimation and Guesstimation with a cross-functional team as a part of the transition from Ideation to Refinement stage 

• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively 

• Advanced experience in Google or Microsoft 365 Suite, Aha! 

• Familiarity with SQL, APIs, and data integration concepts is a plus 

• 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: $120,000-$150,000

• Target annual bonus percentage: 10%

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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