Product Owner, Revenue Operations

PitchBook Data•Seattle, WA

5d•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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

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