PitchBook · 12 hours ago
Sales Operations Specialist
New York, NY
Full-time
Onsite
Mid, Senior Level
$82K/yr - $87K/yr
5+ years expPitchBook, a Morningstar company, is dedicated to innovation and collaboration, fostering a culture of curiosity and excellence. The Sales Operations Specialist will serve as a trusted partner to global Commercial teams, focusing on diagnosing issues, developing solutions, and ensuring operational efficiency.
AnalyticsFinanceVenture Capital
No H1B
Responsibilities
Serve as a first responder to operational and tooling inquiries, independently diagnosing issues and identifying root causes
Resolve requests within established SLAs, minimizing disruptions to frontline teams
Evaluate and communicate trade-offs between technical constraints, business priorities, and stakeholder needs
Maintain accurate records of support tickets, resolutions, and recurring themes
Build trust with stakeholders across Sales, CS, Support, Marketing, Data, Finance, and Platform teams
Actively listen to business needs, translate challenges into actionable solutions, and connect processes to broader business goals
Manage expectations by providing clear updates, timelines, and trade-offs
Influence positive cross-team collaboration and contribute to a supportive, solutions-oriented culture
Analyze existing workflows to identify bottlenecks and opportunities for efficiency, accuracy, or user experience improvements
Propose and implement small-scale optimizations with minimal guidance
Take initiative to advance team goals beyond assigned tasks, including identifying systemic issues and recommending enhancements
Contribute to the development and maintenance of SOPs, knowledge bases, and process documentation
Demonstrate fluency in core Commercial metrics (e.g., pipeline coverage, conversion rates, lead velocity)
Use data to identify trends, anomalies, and root causes
Clearly communicate insights, implications, and recommended actions to stakeholders with varied levels of data fluency
Support and optimize usage of key operational tools, including Salesforce and other sales tech platforms
Identify opportunities for automation and improved tool configuration to enhance productivity
Conduct UAT for platform updates, new functionality, and biweekly release items
Partner with the Sales Platform team to ensure successful change management, communication, and adoption
Facilitate 1:1 and smallgroup training sessions to support adoption of tools and processes
Provide actionable feedback to improve training and enablement materials
Tailor messaging and workflows to different audiences (Sales, CS, Marketing, Data teams) and regions
Help onboard and mentor new team members, sharing best practices and contributing to team morale
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Qualification
Required
5+ years of experience in Sales Operations, Customer Operations, or a Sales/CS/Support role (SDR, AE, AM, CSM, etc.)
Strong analytical thinking, with the ability to leverage data to evaluate problems and propose solutions
Demonstrated ability to independently troubleshoot and design solutions that balance technical and business considerations
Excellent written and verbal communication skills, with the ability to tailor messaging to diverse teams and levels
Experience facilitating training sessions and contributing to enablement materials
Strong collaboration skills with the ability to build trust and manage expectations
Proficiency with CRM systems (e.g., Salesforce) and common sales tech tools
Comfortable operating in a fast-paced environment with evolving priorities
Demonstrated initiative and ability to support broader team goals beyond assigned tasks
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
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
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
401k match
Shared ownership employee stock program
Monthly transportation stipend
Company
PitchBook
PitchBook offers financial data and tools on companies, deals, investors, and markets to support sales and business development.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$13.8MKey Investors
Morningstar
2016-10-14Acquired
2016-01-27Series B· $10M
2009-09-25Series A· $3.8M
Leadership Team
Mary Catherine Wolfe
Global Head of Talent Acquisition
Paul Stoddart
Chief Marketing Officer
Recent News
2026-01-17
2025-12-19
Company data provided by crunchbase