Sr. Data Analyst, Commercial Intelligence

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 designing, maintaining, and continuously improving the systems, data, and insights that power PitchBook’s go-to-market engine. Operating at the intersection of Sales, Marketing, Customer Success, Finance, Product, and IT, this team drives efficiency, visibility, and revenue impact across the full customer lifecycle.

We are seeking a Senior RevOps Data Analyst to help shape how the business measures performance, identifies growth opportunities, and makes data-driven decisions. This is more than an analytics role, it is a strategic partnership role for someone who combines strong business acumen with advanced analytical skills and a systems-level view of revenue.

In this role, you will serve as a trusted advisor to senior business leaders, translating complex data into clear insights that guide strategy, execution, and optimization across pipeline, revenue, and customer engagement. You will help build scalable analytics solutions, define success metrics, and elevate how teams use data to make decisions.

Primary Job Responsibilities:

• Partner with senior GTM and Revenue leaders to define success metrics, identify growth opportunities, and influence strategic decisions through data-backed insights

• Leverage Salesforce (SFDC) reporting expertise to build and interpret reports and dashboards, translating complex data from systems like Marketo and Gong into clear, actionable insights. Provide visibility into pipeline health, customer lifecycle, and revenue performance while ensuring data integrity, consistent KPIs, and scalable reporting.

• Design and maintain advanced reporting frameworks, dashboards, and models that surface insights across funnel performance, forecasting, retention, and expansion

• Act as a trusted analytical advisor across Sales, Marketing, Customer Success, and Finance, providing a holistic view of revenue performance and operational efficiency

• Ensure data quality, governance, and consistency across revenue systems and platforms, championing best practices and scalable processes

• Identify opportunities for automation, advanced analytics, and predictive insights to improve efficiency, accuracy, and decision-making

• Mentor analysts and business partners by promoting analytical rigor, a data-driven mindset, and adoption of best-in-class tools and practices

• Collaborate closely with Product, Finance, IT, and GTM Operations teams to align insights with broader company objectives

• Support company values through role modeling and strong cross-functional partnership

• Participate in key company initiatives and projects as needed

Skills and Qualifications:

• Bachelor’s degree in Business, Analytics, Statistics, Economics, or a related field (Master’s preferred)

• 5+ years of experience in revenue operations, business analytics, marketing operations, sales operations, or a related analytical role

• Strong understanding of B2B revenue and GTM metrics, including funnel performance, pipeline health, conversion rates, retention, and forecasting

• Advanced SQL skills and experience with modern data platforms (e.g., Snowflake, BigQuery); working proficiency in Python, R, or similar languages preferred

• Experience building executive-ready dashboards and reporting using BI tools such as Tableau, Power BI, or Looker

• Proven ability to synthesize complex data into actionable insights and communicate clearly with senior stakeholders

• Strong cross-functional collaboration skills in matrixed environments

• Genuine interest in AI-driven analytics, intelligent automation, and emerging data tools

• 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: $100,000-$132,200

• 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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