What are the responsibilities and job description for the Sr. Data Analyst, Sales Intelligence position at PitchBook?
At PitchBook, a Morningstar company, 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.
We are seeking a Senior Data Analyst to join our Sales Intelligence team at PitchBook. This is not just an analytics role; it’s a leadership opportunity for someone who brings both deep Sales/Customer Success expertise and advanced analytical skills to shape how we measure, optimize, and grow. You will serve as a strategic partner to business leaders, driving insights that influence campaigns, pipeline generation, customer engagement, and overall go-to-market strategy.
With your ability to connect marketing strategy to data, you’ll provide a clear point of view on performance, guide stakeholders with actionable recommendations, and mentor the team to build scalable, innovative analytics solutions. You will lead with a marketing-first mindset, ensuring data is leveraged not only to measure outcomes but also to inform decisions and shape strategy across the organization.
Primary Job Responsibilities
Physical Health
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
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.
We are seeking a Senior Data Analyst to join our Sales Intelligence team at PitchBook. This is not just an analytics role; it’s a leadership opportunity for someone who brings both deep Sales/Customer Success expertise and advanced analytical skills to shape how we measure, optimize, and grow. You will serve as a strategic partner to business leaders, driving insights that influence campaigns, pipeline generation, customer engagement, and overall go-to-market strategy.
With your ability to connect marketing strategy to data, you’ll provide a clear point of view on performance, guide stakeholders with actionable recommendations, and mentor the team to build scalable, innovative analytics solutions. You will lead with a marketing-first mindset, ensuring data is leveraged not only to measure outcomes but also to inform decisions and shape strategy across the organization.
Primary Job Responsibilities
- Partner with senior Sales/Customer Success leaders to define success metrics, uncover growth opportunities, and influence decision-making with data-backed insights
- Translate complex datasets into clear narratives that drive strategic marketing actions — from campaign performance and channel optimization to customer lifecycle analysis
- Build advanced models, reporting frameworks, and dashboards that highlight marketing’s impact across pipeline and revenue. Push the boundaries of automation, attribution, and predictive insights
- Act as a trusted advisor across Marketing, Sales, and Customer Success, bringing a strong perspective on how data can enable smarter marketing decisions and better customer experiences
- Ensure data quality, governance, and consistency across platforms, advocating for best practices and scalable processes
- Guide analysts and business team members to grow their analytical acumen, develop a data-driven mindset, and adopt best-in-class tools and practices
- Collaborate with stakeholders in Product, Finance, and GTM teams to ensure marketing insights connect seamlessly with broader business objectives
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
- Bachelor’s degree in Business, Marketing, Statistics, Analytics, or related field (Master’s preferred)
- 5 years in analytics, marketing operations, or a related field, with proven ability to shape marketing strategy through data
- Strong knowledge of B2B KPIs (funnel metrics, campaign ROI, attribution models, customer journey analytics)
- Expertise in SQL and data platforms (Snowflake, BigQuery, etc.), with working proficiency in Python, R, or similar
- Experience with BI and visualization tools (Tableau, Power BI, Looker) to create executive-ready reporting
- Strong communication skills
- Genuine interest and enthusiasm in AI and intelligent automation tools — both current and upcoming releases
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Physical Health
- 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
- Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
- Annual base salary: $100,000-$132,200
- Target annual bonus percentage: 10%
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
Salary : $100,000 - $132,200