Associate Analyst, GTM New Seattle, Washington, United States

PitchBook Data, Inc; Seattle (WA); On-site; USD 65,000 - 81,000; Full time

Benefits offered by this job

Medical wellness incentives

Paid sabbatical program

Paid family and paternity leave

Annual educational stipend

Tuition reimbursement

CFA exam stipend

Employee stock program

Monthly transportation stipend

Job summary

PitchBook Data, Inc., a Morningstar company, is hiring an Associate Analyst, GTM in Seattle to support the Revenue Operations team with data pulls, recurring reports, and data quality checks while learning Salesforce, SQL, and BI tools under senior analysts.

You will collaborate with Sales, Marketing, Customer Success, and Finance, own defined data tasks, and help prepare the Weekly/Monthly/Quarterly Business Reports, contributing to accurate metrics and informed decisions.

Qualifications

• 1+ years experience with SQL and BI tools (Tableau, Power BI, Looker, etc.), Excel, and Salesforce.com; Basic familiarity with data and reporting concepts
• Proficiency with the Microsoft Office suite including Outlook, Word and Excel with the ability to pick up new systems and software easily
• Bachelor’s degree in Business, Analytics, Statistics, Economics, Finance, or a related field
• Self-starter with strong organizational skills, eagerness to prioritize and route competing requests appropriately
• Strong collaborator across Sales, Marketing, Customer Success, and Finance, asking clarifying questions to scope ambiguous requests
• Desire to learn new systems and processes, with willingness to build hands-on skills in Salesforce, SQL, and BI/reporting tools
• Clear, detail-oriented communicator who can translate stakeholder requests into well-scoped asks for the analytics team
• Must be authorized to work in the United States without visa sponsorship now or in the future

Responsibilities

• Assist with lightweight ad hoc data pulls and formatting requests from Sales, Marketing, Customer Success, and Finance stakeholders
• Document recurring request types and processes to help the team build repeatable, scalable workflows
• Build proficiency in core Revenue Operations systems, including Salesforce, SQL, and BI/reporting tools, with guidance from senior team members
• Create go-to-market analytics reports on pipeline, pacing, and funnel and lifecycle metrics
• Serve as the initial point of contact for inbound requests to the Revenue Operations Analytics team, clarifying scope and priority before work begins
• Demonstrate curiosity to understand inbound business requests and route to appropriate Sr Analysts; escalate ambiguous requests for clarification
• Maintain the Revenue Operations request queue, track status and turnaround times and develop performance dashboards
• Support Weekly/Monthly/Quarterly Business Report preparation by assembling standard materials and data extracts
• Proactively identify data quality issues by performing root cause analysis

Skills

SQL/BI tools

Excel

Salesforce

Microsoft Office

Education

Bachelor's degree in Business/Analytics/Statistics/Economics/Finance

Tools

Tableau

Power BI

Looker

Job description

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:

The Revenue Operations team sits at the center of PitchBook's go-to-market engine, translating data into the insights that power strategic decisions across Sales, Marketing, Customer Success, and Finance. We are a collaborative, detail-oriented team that takes ownership of the full analytical lifecycle, from raw data to executive dashboards, and we hold ourselves to a high standard of rigor and clarity. If you care deeply about getting the numbers right and communicating them well, you will fit right in .

The Associate Analyst , GTM is the first point of contact for incoming requests to the Revenue Operations team, clarifying scope and intent before routing work to the appropriate senior analyst. This role also owns a set of well-defined, recurring reporting and data-support tasks that keep the team's core deliverables running smoothly. The ideal candidate is a strong collaborator and self-starter who is comfortable asking clarifying questions, juggling competing priorities, and building the foundational skills needed to grow into a broader analytics role. This role will be mentored by Senior Analysts and has a defined path toward analyst-level ownership. This is an excellent entry point into Revenue Operations for someone eager to learn Salesforce, SQL, and other GTM systems while working closely with a senior analyst team.

Primary Job Responsibilities:

• Assist with lightweight ad hoc data pulls and formatting requests from Sales, Marketing, Customer Success, and Finance stakeholders
• Document recurring request types and processes to help the team build repeatable, scalable workflows
• Build proficiency in core Revenue Operations systems, including Salesforce, SQL, and BI/reporting tools, with guidance from senior team members
• Create go-to-market analytics reports on pipeline, pacing, and funnel and lifecycle metrics
• Serve as the initial point of contact for inbound requests to the Revenue Operations Analytics team, clarifying scope, priority, and requestor intent before work begins
• Demonstrate curiosity to understand inbound business requests and route to appropriate Sr Analysts. Escalate ambiguous/unclear requests to senior analysts for clarification and assistanceMaintain the Revenue Operations request queue, track status and turnaround times and develop performance dashboards that encompass key metrics for senior leadership review
• Support Weekly/Monthly/Quarterly Business Report preparation by assembling standard materials and data extracts for senior analysts to finalize
• Proactively identify data quality issues by performing root cause analysis to improve data quality
• 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:

Basic

• 1+ years previous experience in with SQL and BI tools (Tableau, Power BI, Looker, etc.), Excel, and Salesforce.com; Basic familiarity with data and reporting concepts
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word and Excel with the ability to pick up new systems and software easily

Preferred

• Bachelor’s degree in Business, Analytics, Statistics, Economics, Finance, or a related field
• Self-starter with strong organizational skills, eagerness to how to prioritize and route competing requests appropriately
• Strong collaborator who works well across Sales, Marketing, Customer Success, and Finance, and is comfortable asking clarifying questions to scope ambiguous requests
• Desire to learn new systems and processes, with willingness to build hands‑on skills in Salesforce, SQL, and BI/reporting tools
• Clear, detail-oriented communicator who can translate stakeholder requests into well-scoped asks for the analytics team
• 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

• 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
• Dependent Care FSA
• Employee referral bonus program
• Quarterly team building events
• 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

• This position is non-exempt and paid a salary of $65,000-$81,000
• Target annual bonus percentage: 7.5%

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in PitchBook Data's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.