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CRM Manager

| Seattle

In just a little over a decade, PitchBook has grown into a global organization with offices in Seattle, San Francisco, New York, London and Mumbai. With consistent high double-digit growth since 2009, the company has become the industry's leading source of private market data, serving more than 4,000 clients around the world.
As a five-time winner of the Best Workplaces in Washington award, PitchBook is committed to fostering an open, collaborative work environment driven by excellence, inclusion and fun. Our culture is at the heart of our success, and it's something we work on every day.
Our primary home for the last decade, PitchBook's Seattle office is located just blocks away from Pike Place Market and historic Pioneer Square. Our headquarters boast stunning mountain views, open collaboration spaces and a startup culture that emphasizes hard work and camaraderie. Working in our Seattle office means growing your career alongside smart, dedicated people in the city where it all began. 
About the Role:

The PitchBook Business Intelligence and Sales Operations team supports rigorous insights and data-driven process across the enterprise. As the scope and sophistication of data applications and platforms continue to grow, so do the needs for leadership and support of emerging programs and strategic business initiatives. The BI team is looking for a seasoned manager to support the operation and roadmap of the CRM platform for the Buy-Side Equity Research business. Competitive candidates are process and data savvy with a strong background in measurement, managing CRM tools such as Salesforce and building relationships in a cross-functional team environment.

Primary Job Responsibilities:

  • Ensure the CRM system provides an effective sales funnel
  • Manage role(s) that support basic administration and maintenance of the CRM system
  • Translate CRM marketing needs/requests/goals into robust technical requirements and user stories
  • Partner with multiple stakeholder teams to develop documentation and solutions that meet all CRM needs
  • Identify product and/or data gaps and shortcomings that block CRM capabilities
  • Partner with broader deployment and CRM operations team to inform decision making, and to identify and build CRM process and technology improvements
  • Leverage reporting, BI/technology team, financial/business analysts, BI data experts, operations teams to identify and analyze drivers of performance
  • Maintain the global CRM roadmap, including sequencing and timing of capabilities and features
  • Build relationships with operational leaders across the business, including sales, brand and regional marketing, partnerships, and customer operations, to develop an intimate understanding of needs, priorities, strategies and plans. Ensure compliance, BI and technology requirements are fully considered in all plans
  • Triage all incoming requests to ensure strategic relevance
  • Manage vendor relationships and keep up to date with new features and functionalities

Skills and Qualifications:

  • 3-5 years of CRM/sales operations experience with a bachelor's degree
  • Experience with marketing and tracking financial services/investment products and research
  • Ability to help direct, plan, and deliver on multiple projects in a timely manner
  • Experience in CRM and data tools including Salesforce, Power BI, Tableau and Task and Project management tools like Asana and JIRA
  • Track record of successful team and role development with direct people management responsibilities

Company Overview:

At PitchBook, we provide transparency into the capital markets by organizing the world's meaningful business information and making it useful to our customers. We work tirelessly to arm global professionals with comprehensive data on the entire venture capital, private equity and M&A landscape-including companies, investors, funds, investments, exits and people-so they can discover and execute opportunities with confidence. Our data and analysis are available through our award-winning flagship product, the PitchBook Platform, as well as our powerful suite of integrated tools, industry news and in-depth reports.
If you are ready to start the conversation about how you might contribute to all the happenings at PitchBook, submit your resume today! PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • SpringFrameworks
    • CassandraDatabases
    • Maria DBDatabases
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • SQLiteDatabases
    • RedshiftDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • heapAnalytics
    • AxureDesign
    • InVisionDesign
    • SketchDesign
    • zeplinDesign
    • principleDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • SmartsheetManagement
    • TrelloManagement
    • WistiaCMS
    • CerosCMS
    • UnbounceCMS
    • SalesforceCRM
    • HighspotCRM
    • BizableCRM
    • OutreachEmail
    • MarketoLead Gen
    • Sprout SocialLead Gen
    • Chili PiperLead Gen

Location

901 5th Ave, Seattle, WA 98164

An Insider's view of PitchBook

What are some social events your company does?

As the (unofficial) social chair of the outside sales team, I’ve gotten to plan a ton of awesome events, from group pedicures to rooftop happy hours to rock climbing. We also do incentive trips. My favorite was rafting down the Colorado River through the Moab Desert in Utah.

Cindy

Sr. Business Development Manager

What does your typical day look like?

As a UX Designer, I constantly discover user needs that enlighten a feature experience I'm creating. For a tool like PitchBook, there are a lot of different users to deeply understand. I wield the power of pen & paper, research and testing, design software, awesome collaborators, cups of coffee, and conversation to empathize and build with users.

Marissa

User Experience Designer

How does the company support your career growth?

PitchBook made it a priority to support my growth by understanding my aspirations and aligning a plan to get me there. My vision was to be in a leadership position and PitchBook motivated me to achieve this by providing me with tremendous resources, guidance, and opportunities to push myself and succeed.

Nitin

Manager, West Coast Customer Success Development

How do your team's ideas influence the company's direction?

One of PitchBook’s core values is to embrace and drive change, which in turn promotes a scrappy, entrepreneurial working style and allows individual contributions to influence the direction of the company. We see examples of this every day from launching a weekend version of our newsletter to optimizing customer onboarding processes.

Amy

VP of HR

How do you collaborate with other teams in the company?

I work on the accounts receivable team at PitchBook, which involves extensive collaboration with other teams to obtain and update client billing information, reconcile expenses and complete compliance forms. My role requires me to work closest with customer success and outside sales to improve processes for invoicing and error prevention.

Lewis

Accounts Receivable Specialist

What are PitchBook Perks + Benefits

PitchBook Benefits Overview

Health and wellness: We offer health and life insurance, generous time off and paid parental leave, retirement plans with a substantial company contribution, transportation assistance and more.

Career development: We offer VC, PE and M&A industry training, tuition reimbursement programs, annual education stipend, and more.

Good vibes: We offer an open work environment, team-building and company-wide events, sponsored volunteer opportunities, referral bonuses and more.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Some Meals Provided
Happy Hours
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Customized development tracks
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