Product Owner, Quote to Cash

Pitchbook; Seattle (WA); On-site; USD 110,000 - 140,000; Full time

Job summary

PitchBook seeks a Product Owner for the Quote to Cash team in Seattle. This role involves translating automation and integration requirements for the engineering team while collaborating cross-functionally to improve finance technology solutions. Ideal candidates should have a strong background in analytical skills and experience in finance tech, ensuring alignment with strategic business objectives.

Benefits

Comprehensive health benefits

Paid sabbatical program after four years

Annual educational stipend

401k match

Employee resource groups

Qualifications

• 3+ years of experience as a Business Analyst or Product Owner, preferably in finance or sales technology.
• Proficiency in Agile methodologies and experience managing backlogs.
• Strong understanding of CRM systems like Salesforce and ERP systems like Oracle.

Responsibilities

• Collaborate to understand automation and integration requirements.
• Translate business requirements into user stories and specifications.
• Serve as the Product Owner, managing backlog and sprints.

Skills

Analytical skills

Problem-solving skills

Communication

Agile methodologies

Education

Bachelor's degree

Tools

Jira

Confluence

Asana

Job description

At PitchBook, 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 is responsible for creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth.

As a Product Owner within the Quote to Cash team at PitchBook, you'll play a crucial role in translating automation, workflow, and integration requirements into actionable work for our engineering team members. Your primary responsibility will be to bridge the gap between business requirements and code development, ensuring that all aspects of the requirements are meticulously covered in the proposed solution. You'll serve as the Product Owner for the team, taking ownership of the backlog, creating user stories, and ensuring that acceptance criteria for each work item are met. This role demands strong analytical skills, a deep understanding of finance technologies, and the ability to communicate effectively across different teams.

Primary Job Responsibilities:

• Collaborate with the Manager, Finance Platform to understand automation, workflow, and integration requirements. Work closely with technical resources to decompose requirements into features and tasks, ensuring alignment with the team's objectives
• Translate business requirements into detailed user stories, acceptance criteria, and technical specifications
• Serve as the Product Owner for the team, owning and managing the backlog, prioritizing features, and ensuring timely delivery
• Participate in sprint planning, grooming sessions, demos, and retrospectives to refine the backlog and improve team efficiency
• Act as a liaison between business stakeholders and technical teams, ensuring clear communication and understanding of requirements
• Conduct thorough analysis of existing finance technologies and processes to identify areas for improvement and optimization
• Collaborate with cross-functional teams to implement finance technology solutions that drive business growth and efficiency
• Provide sprint reporting to the Product Manager and Technical Program Managers to understand delivery and team velocity
• Stay updated on industry trends and best practices in finance technology, bringing innovative ideas to the team
• 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:

• Bachelor’s degree
• 3+ years of experience as a Business Analyst, Product Owner, or similar role, preferably in finance, sales technology, or software development
• Strong understanding of CRM systems (e.g., Salesforce, CPQ) and ERP systems (Oracle)
• Excellent analytical and problem-solving skills, with a keen attention to detail
• Proficiency in Agile methodologies, with experience in managing backlogs and sprint planning
• Experience with Jira and Confluence including writing JQL and writing documentation
• Hands-on experience in all stages of the product lifecycle
• Ability to communicate effectively with technical and non-technical stakeholders
• Experience with project management tools such as Asana
• Proven experience in conducting SWAG-estimation with a cross-functional team as a part of the transition from Ideation to Refinement stage
• Ability to thrive in a fast-paced and dynamic environment and manage multiple priorities effectively
• Advanced experience in Google, Microsoft 365 Suite, or Aha!
• Familiarity with SQL, APIs, and data integration concepts is a plus

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: $110,000-$140,000
• Target annual bonus percentage: 10%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location.

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

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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