Sales Operations Specialist

PitchBook Data(11 days ago)

New York, NY, United StatesOnsiteFull TimeMedior$82,000 - $87,000Sales Operations

About this role

PitchBook, a Morningstar company, is seeking a Sales Operations Specialist to serve as a trusted partner in streamlining sales, customer success, and support processes. The role involves diagnosing issues, implementing solutions, and collaborating across functional teams to optimize operations and enablement.

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Required Skills

CRM
Salesforce
Analysis
Troubleshooting
Training
Workflow
Automation
Data Analysis
Communication
Support

About PitchBook Data

pitchbook.com

PitchBook is a financial data and software company that provides comprehensive information and research on private capital markets, including venture capital, private equity, M&A, and public companies. Its subscription platform, APIs, Excel plugin and research reports deliver deal, fund, company, investor and valuation data along with analytics and market intelligence for investors, advisors, and corporate development teams. Trusted by GPs, LPs, investment banks and corporate strategists, PitchBook aggregates primary-sourced filings, news and proprietary research to support deal sourcing, due diligence, benchmarking and fundraising. The firm is part of Morningstar and focuses on integrating global coverage with tools for workflow integration and data export.

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