Sales Engineer

Sales EngineerAt 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:Customers are King! Each and every day the Customer Success Team works to ensure that our clients are maximizing the value they receive from PitchBook. Onboarding, training, support, business development and renewals are handled by the Customer Success team. Customer Success does whatever it takes to ensure our customers achieve their goals and continue to grow their engagement with the PitchBook Platform.PitchBook's Sales Engineer provides support to our Sales and Customer Success teams as well as our clients related to our API and data feed solutions. Our Sales Engineer can easily navigate the technical aspects of our API and data feed products and effectively communicate how these products work to our clients or prospects. This role also provides ongoing technical support to clients related to our API and data feed products.Primary Job 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 solutionsPartner with PitchBook's Sales and Customer Success teams to determine and implement technical solutions for clients and prospectsCoordinate with Product, Technology, and IT teams to effectively communicate to clients and prospects how the PitchBook Platform features, functionality, processes, and underlying technologies workPartner with remote development teams to build client solutions for PitchBook's data feed and API productsManage a queue of client or prospect requests for technical solutions and specsWork collaboratively with Product teams to share customer feedback and suggestionsSupport the vision and values of the company through role modeling and encouraging desired behaviorsParticipate in various company initiatives and projects as requestedBasic Qualifications:3+ years of experience in sales/solutions engineering, customer success, or technical salesMust be authorized to work in the United States without the need for visa sponsorship now or in the futurePreferred Qualifications: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 companiesAbility to manage multiple stakeholders and work in cross-functional teams, demonstrating strong project management and organizational skillsExperience using CRM tools (e.g., Salesforce) and familiarity with the sales pipeline, emphasizing the ability to help drive sales processes and track engagementProficiency 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 systemsStrong 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 dataBenefits + Compensation at PitchBook:Physical HealthComprehensive health benefitsAdditional medical wellness incentivesSTD, LTD, AD&D, and life insuranceEmotional HealthPaid sabbatical program after four yearsPaid family and paternity leaveAnnual educational stipendAbility to apply for tuition reimbursementCFA exam stipendRobust training programs on industry and soft skillsEmployee assistance programGenerous allotment of vacation days, sick days, and volunteer daysSocial HealthMatching gifts programEmployee resource groupsSubsidized emergency childcareDependent Care FSACompany-wide eventsEmployee referral bonus programQuarterly team building eventsFinancial Health401k matchShared ownership employee stock programMonthly 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.CompensationAnnual base salary: $110,000-$110,000Annual on target variable commission of fully ramped representative meeting expectations: $30,500PitchBook currently has no cap on commission and commission is determined by individual performanceWorking 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.