Sales Engineer
Required skills
- API
- data feed solutions
- Sales Engineer
- technical sales
- customer success
- sales
Nice to have
- financial markets
- investment banks
- Big 4 consulting
- Fortune 500
- Salesforce
- CRM
Role summary
PitchBook is seeking a Sales Engineer to support their Sales and Customer Success teams, as well as clients, with their API and data feed solutions. This role involves providing pre- and post-sales technical expertise, ongoing consultation, and technical support related to the PitchBook Platform's API and data feed products. The Sales Engineer will partner with internal teams (Sales, Customer Success, Product, Technology, IT, and remote development) to implement technical solutions, manage client requests, and communicate product functionality. The position requires 3+ years of experience in sales/solutions engineering, customer success, or technical sales, with preferred experience in financial markets, strong technical skills, or sales/customer success expertise, and proficiency with CRM and project management tools.
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:
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:
Basic Qualifications:
Preferred Qualifications:
Benefits + Compensation at PitchBook:
Physical Health
Emotional Health
Social Health
Financial Health
*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
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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