Sr. Product Manager, GTM Systems

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: Revenue Operations plays a critical role in ensuring PitchBook’s financial success by improving the platforms, operations, and intelligence that support our go-to-market teams. This team partners with Marketing, Sales, Customer Success, and Finance to deliver scalable and efficient processes across the entire customer lifecycle — from lead generation through revenue recognition and renewal. Revenue Operations is essential to achieving the company’s revenue and operational goals. The GTM Systems Product team within Revenue Operations owns the internal product management function for all GTM platforms, functioning as product managers for the systems our commercial teams rely on every day. The team works in close partnership with GTM System Administration, Data & Analytics, and Engineering to drive meaningful, measurable platform improvements. As the Sr. Product Manager, GTM Systems, you will serve as a strategic product owner across PitchBook’s full go-to-market technology stack — spanning Sales, Customer Success, and Marketing platforms. You will own the product vision, roadmap, and delivery for the GTM Systems portfolio, ensuring that our CRM, sales engagement, marketing automation, customer success tooling, and supporting integrations continuously evolve to meet the needs of our revenue-generating teams. You will work directly with stakeholders across Sales, CS, Marketing, Finance, and Revenue Operations leadership — including executives — to assess business needs, shape platform strategy, and drive execution. Drawing on deep expertise in GTM business processes, enterprise platforms, automation, and integrated systems (e.g., Salesforce, Gong, Marketo, Qualified, and Inflection), you will collaborate with business analysts, tool administrators, and engineering teams to deliver solutions that are scalable, compliant, and impactful. This is a senior, high-visibility role that requires the ability to think strategically, operate autonomously, influence without authority, and deliver across multiple concurrent workstreams in a fast-paced environment. Primary Job Responsibilities: Own and drive the GTM Systems product roadmap across Sales, CS, and Marketing platforms, ensuring alignment with business objectives, compliance requirements, and stakeholder priorities Develop and maintain a comprehensive GTM platform strategy spanning Salesforce CRM, sales engagement tools (Gong), marketing automation platforms (Marketo), and buyer engagement tools (Qualified, Inflection), along with adjacent integrations Lead quarterly and annual planning processes for GTM Systems product investments, translating business strategy into prioritized platform initiatives Balance short-term operational improvements with long-term strategic investments, making clear tradeoff decisions when necessary Deeply understand the needs, pain points, and day-to-day workflows of internal customers — including Sales, CS, Marketing, and Finance teams — to drive operational efficiency and improved business outcomes Serve as a trusted thought partner to senior business stakeholders and executives, translating ambiguous needs into clear product direction and actionable requirements Conduct regular discovery sessions, stakeholder interviews, and process reviews to surface opportunities and validate platform initiatives Act as the primary liaison between Revenue Operations, Sales, CS, Marketing, Finance, IT, and Engineering — ensuring alignment and clear communication across all workstreams Develop detailed functional specifications for tool, code/low-code, workflow, and data changes across the GTM platform portfolio Write and maintain clear, concise product requirement documentation (PRDs) to guide development teams and ensure alignment with business objectives and user needs Partner with engineering and system administrators to manage sprint execution, resolve blockers, and ensure high-quality platform releases Evaluate and recommend new tools and technologies to address evolving GTM needs, including CRM, marketing automation (Marketo), sales engagement, and analytics platforms Identify opportunities for process improvements across GTM systems and implement best practices for scalability, efficiency, and compliance Define, track, and report on KPIs, platform adoption metrics, and usage data to measure impact and guide decision-making Partner with Data & Analytics teams to ensure GTM platforms are instrumented and that data flows accurately across systems Stay current with enterprise GTM technologies, SaaS trends, and industry best practices to continuously enhance platform capabilities Model and actively reinforce PitchBook’s values and desired behaviors, fostering a culture of collaboration, accountability, and continuous improvement Mentor and support junior product managers on the GTM Systems team, helping them develop their craft and grow their impact 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: 5+ years of experience in product management, system development, or a closely related field, with a demonstrated track record of delivering impactful platform improvements 7+ years of experience in GTM systems, business process, Revenue Operations, or other related experience Extensive hands-on experience with GTM enterprise platforms, including Salesforce CRM, Gong, and marketing automation platforms (e.g., Marketo) Strong understanding of end-to-end GTM business processes across Sales, CS, and Marketing — including lead management, pipeline management, sales engagement, and campaign execution Proven experience writing detailed functional specifications, PRDs, and user stories to drive complex platform development Strong analytical and problem-solving skills with a focus on delivering measurable, data-driven outcomes Excellent communication and presentation skills, with the ability to convey complex platform concepts to both technical and non-technical audiences, including senior executives Proven ability to influence stakeholders at all levels without direct authority Experience with data integration, APIs, and enterprise systems architecture Proficiency in product management tools including JIRA and Confluence Proficiency with the Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint Bachelor’s degree in Business, Computer Science, Finance, or a related field Experience managing a broad GTM platform portfolio spanning both Sales/CS and Marketing systems simultaneously Familiarity with conversational marketing or buyer engagement platforms (e.g., Qualified, Inflection) and/or sales intelligence tools (e.g., ZoomInfo, 6sense) Experience with revenue operations platforms or data tools that support pipeline visibility, forecasting, or go-to-market analytics Background in financial data, analytics, or B2B SaaS environments MBA or equivalent advanced degree or experience 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: $150,000-$175,000 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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