Sr. Product Manager, Direct Data

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. Were 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 theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were 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:

As a member of the Product and Engineering team at PitchBook you will be part of a team of big thinkers innovators and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy which remains our focus when creating excellent customer experiences through product innovation.

We know that greatness is achieved through collaboration and diverse points of view so we work closely with partners around the globe. As a team we assume positive intent in each others words and actions value constructive discussions and foster a respectful working environment built on integrity growth and business value. We invest heavily in our people who are eager to learn and constantly improve. Join our team and grow with us!

The Product Management team within PitchBooks Product organization works to strategically align PitchBooks product initiatives with core customer needs and ruthlessly prioritize development efforts to drive both increased user engagement and increased win rates vs competitors.

Are you an exceptional Senior Product Manager passionate about making high-quality data universally accessible and seamlessly integrated into customer workflows PitchBook is seeking a visionary leader to own the strategy roadmap and execution of our Direct Data business which includes data feeds APIs and CRM integrations.

This role sits at the heart of PitchBooks data distribution strategyensuring our customers can access integrate and operationalize PitchBook data wherever they work. You will define and execute a strategy that lowers barriers to entry expands the reach and relevance of our data and makes PitchBook indispensable across customer systems and workflows.

Youll collaborate closely with product engineering and commercial teams to deliver world-class data products that power client decisions and innovation. From expanding our data sets and delivery methods to optimizing sell-through and packaging youll play a critical role in shaping how PitchBook data fuels the global financial ecosystem.

Primary Job Responsibilities:

• Own the vision and strategy for PitchBooks Direct Data businessencompassing data feeds APIs and CRM integrationsto increase accessibility and adoption across customer segments
• Define and drive initiatives that make PitchBook data universally available through industry-standard tools and platforms (e.g. developer portal)
• Expand the breadth and utility of our data offerings ensuring they deliver impact across core customer use cases and verticals through data expansion and service enrichment
• Standardize and productize data delivery assets to enable faster more frictionless selling and streamlined customer onboarding
• Deepen CRM integrations by connecting PitchBook and customer CRM datasets expanding CRM data visibility within PitchBook and associated plugins
• Collaborate with cross-functional teamsincluding Engineering Design and Salesto ensure alignment between product strategy technical execution and go-to-market priorities
• Partner with commercial teams to support packaging pricing and positioning of direct data products across multiple customer channels ensuring scalable and sustainable growth
• Champion customer empathy developing a deep understanding of customer data consumption patterns and integration needs to shape differentiated value-driven experiences
• Measure success and impact through adoption engagement and retention metricscontinually iterating toward product-market fit and long-term client value
• Mentor and collaborate within the Product organization modeling a culture of curiosity collaboration and data-driven decision-making
• 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:

• Bachelors degree in Computer Science Finance or a related field; MBA or equivalent experience preferred
• 5 years of product management experience ideally in data infrastructure enterprise integrations or B2B SaaS
• Proven success building and scaling data products or APIs particularly in contexts involving large-scale data ingestion normalization and delivery
• Strong understanding of data architecture schema design and developer experience including REST APIs data feeds and SDKs
• Experience with CRM ecosystems (e.g. Salesforce HubSpot Microsoft Dynamics) and integrating first- and third-party datasets
• Demonstrated ability to drive cross-functional alignment and execute complex multi-stakeholder initiatives
• Strong technical acumen with familiarity in SQL API specifications and data warehouse technologies such as BigQuery Databricks or Snowflake
• Track record of influencing executive stakeholders through data-driven insights and customer advocacy
• Excellent written and verbal communication skills with the ability to distill complex concepts into clear actionable narratives
• Self-directed and entrepreneurial with a bias for action and passion for operational excellence
• 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: $165000-$200000
• 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 momentsthose hallway conversations whiteboard brainstorms and shared celebrations in each of our global officesthat simply cant 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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