Sr. Sales Engineer

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:

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

Senior Sales Engineers collaborate closely with the Sales and Customer Success teams to deliver impactful solutions to clients and prospects using PitchBook’s API and data feed products. They apply advanced sales skills, technical expertise, and strategic insights to drive the pre-sales process and ensure value post-sale. With a strong understanding of the systems and tools where the company’s solutions integrate, Senior Sales Engineers guide clients in leveraging data within their unique operating environments. They demonstrate intellectual curiosity and self-motivation, staying ahead of industry trends, emerging technologies, and client tools to maximize the impact of these solutions.

Primary Job Responsibilities:

• Work closely with Sales teams to gather technical and business requirements from clients to deliver tailored API and Data Feed solutions
• Partner with Customer Success teams through proactive support and regular business reviews to provide clients with expert guidance, anticipate challenges, and troubleshoot issues
• Manage queue of client and prospect requests for technical support, sample data, and product feedback
• Collaborate with clients to design and develop efficient workflows using our Data Feed and API Solutions by educating them on PitchBook’s data and leveraging data analysis tools such as SQL or R
• Build and maintain strong client relationships to foster trust, identify upsell and cross-sell opportunities, and ensure overall client satisfaction
• Coordinate with Product and Data Operations teams to share client insights and drive product enhancements that align with user needs and industry best practices
• Lead efforts to enhance team success by maintaining up-to-date technical documentation and driving process improvements
• Develop and maintain knowledge on financial industry trends, technologies, and client systems to provide expert guidance and improve solution impact
• 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
• 5+ years of experience in sales/solutions engineering, customer success, or technical sales
• Experience collaborating with large-scale enterprise clients, such as major investment banks, Big 4 consulting firms, or Fortune 500 companies
• Strong knowledge of database concepts, including relational tables, data types, and ETL processes and tools
• Demonstrated proficiency in data manipulation and analysis. Experience in Excel and SQL required
• Foundational understanding of scripting, such as Python or Shell scripting, including using APIs to integrate data
• Proven ability to effectively convey complex technical concepts to both technical and non-technical audiences