Sr. Operations Specialist - Revenue Operations

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:

The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth. 

As a Senior Finance Operations Specialist at PitchBook, you will play a critical role in driving the performance, scalability, and strategic impact of our finance and sales support operations. Acting as a trusted advisor and subject-matter expert, you’ll guide internal stakeholders through complex operational tools and processes, resolve high-impact challenges, and enable productivity through proactive support and strategic enablement.  

A key focus of this role is leading training and enablement initiatives that empower employees—from new hires to senior leaders—to effectively navigate systems and adopt best-in-class processes. You’ll bring a customer-centric mindset, deep process expertise, and a collaborative approach to continuously elevate the employee experience. Additionally, you’ll mentor junior team members and lead initiatives that strengthen team capabilities, standardize processes, and promote operational excellence. 

Primary Job Responsibilities:

• Serve as a senior liaison to internal stakeholders by providing expert-level support and strategic guidance on finance and sales operations. Contribute to strategic planning and decision-making by delivering actionable operational insights and recommendations to management
• Lead the resolution of complex support issues, act as the final escalation point, and ensure high-quality service within defined SLAs
• Identify inefficiencies in operational workflows, recommend targeted improvements, and lead initiatives to enhance effectiveness and scalability. Champion change management by guiding teams through process transitions and system upgrades with minimal disruption
• Design, deliver, and continuously improve training programs and enablement resources that increase system proficiency and operational understanding across the business
• Partner with cross-functional teams—including Finance Platform and Intelligence—to support system-related requests and ensure tools evolve with business needs. Lead enablement initiatives that align Finance, Sales, and Technology functions to drive operational growth
• Leverage data from finance operations to uncover trends, monitor performance, and provide actionable insights to stakeholders
• Mentor junior team members and contribute to a culture of continuous learning and operational excellence through knowledge transfer and coaching
• Maintain clear and consistent documentation of support processes, resolutions, and standard operating procedures to ensure transparency and audit readiness

Skills and Qualifications:

• Bachelor’s degree in Business Administration, Finance, Operations, or related field. MBA or advanced certification is a plus
• 4+ years of experience in finance operations, sales operations, or customer support role, preferably within a technology or SaaS company
• Strong understanding of operational processes and tools commonly used in finance enablement functions
• Excellent communication skills, both verbal and written, with the ability to effectively interact with internal customers at all levels
• Ability to prioritize tasks and manage time efficiently in a fast-paced environment
• Analytical mindset with a problem-solving orientation to effectively troubleshoot issues and propose solutions
• Attention to detail and commitment