Sales Engineer
About The Position
PitchBook, a Morningstar company, fosters a culture of innovation, collaboration, and continuous learning. We are looking for a Sales Engineer to support our Sales and Customer Success teams, as well as our clients, with our API and data feed solutions. This role involves understanding the technical aspects of our API and data feed products, effectively communicating them to clients, and providing ongoing technical support. The ideal candidate will be adept at navigating technical details and translating them into client-understandable terms, ensuring clients maximize the value they receive from PitchBook's offerings.
Requirements
- 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
Nice To Haves
- 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
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
Benefits
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
- 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
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
