Sales Engineer

pitchbookdata; New York (NY); On-site; USD 99,000 - 121,000; Full time

Benefits offered by this job

Health benefits

Paid sabbatical

Tuition reimbursement

401k match

Employee stock program

Job summary

PitchBook, a Morningstar company, seeks a Sales Engineer to support Sales and Customer Success teams and work with clients on API and data feed solutions. You will translate technical concepts to non-technical stakeholders and drive multi-team collaboration.

The role emphasizes cross-functional collaboration, understanding product features, and delivering technical solutions that align with client goals. Competitive compensation and extensive benefits accompany this position.

Qualifications

• 3+ years of experience in sales/solutions engineering, customer success, or technical sales.
• Experience using CRM tools (e.g., Salesforce) and familiarity with the sales pipeline.

Responsibilities

• Provide pre- and post-sales technical expertise and ongoing consultation to PitchBook clients and prospects.
• Coordinate with Product, Technology, and IT teams to communicate platform features and underlying technologies.
• Partner with remote development teams to build client solutions for data feed and API products.
• Manage a queue of client or prospect requests for technical solutions and specs.
• Support the vision and values of the company through role modelling and encouraging desired behaviours.

Skills

Sales engineering

Customer success

Technical sales

Tools

Salesforce

Jira

Confluence

Microsoft Office

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

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 solutions
• Partner with PitchBook's Sales and Customer Success teams to determine and implement technical solutions for clients and prospects
• Coordinate with Product, Technology, and IT teams to effectively communicate to clients and prospects how the PitchBook Platform features, functionality, processes, and underlying technologies work
• Partner with remote development teams to build client solutions for PitchBook's data feed and API products
• Manage a queue of client or prospect requests for technical solutions and specs
• Work collaboratively with Product teams to share customer feedback and suggestions
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Basic Qualifications

• 3+ years of experience in sales/solutions engineering, customer success, or technical sales
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred 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 companies
• Ability to manage multiple stakeholders and work in cross-functional teams, demonstrating strong project management and organizational skills
• Experience using CRM tools (e.g., Salesforce) and familiarity with the sales pipeline, emphasizing the ability to help drive sales processes and track engagement
• Proficiency 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 systems
• Strong 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 data

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-$110,000
• Annual on targ