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: Revenue Operations plays a critical role in ensuring financial success by improving the platforms, operations, and systems supporting our go-to-market teams. This team partners with Marketing, Sales, Customer Success, and Finance to deliver scalable and efficient processes across the customer lifecycle, from lead generation to revenue recognition. Revenue Operations is essential to achieving our company's revenue and operational goals. As the Manager of Sales & CS Platforms, you will lead a team dedicated to shaping the vision, strategy, and optimization of our Sales and Customer Success operations tools and systems. Overseeing a cross-functional team - including a product manager, product owner, and administrators - you will drive the development of a best-in-class platform that supports efficient and scalable Sales operations. Collaborating closely with internal partners such as Finance, Sales, Customer Success, and Marketing, you will define strategic objectives, cultivate a culture of collaboration and innovation, and ensure alignment with Revenue Operations' goals. Your leadership will be instrumental in maintaining the Sales Platform as a key driver of business success. Primary Job Responsibilities: Develop and communicate a clear vision for the Sales & CS Platform team, aligning objectives with broader business goals Lead and mentor a team that consists of a product manager, product owner, and administrators, fostering a collaborative environment Partner with Revenue Operations, Sales, Customer Success, Marketing, and Enterprise Technology teams to ensure alignment and integration Promote a culture of accountability, innovation, and continuous improvement across the team and organization Define success metrics for the team and monitor progress toward achieving key objectives Represent the team in broader company initiatives and projects, ensuring alignment with organizational priorities Act as a thought leader in finance technology and operational strategy, driving competitive advantage through innovation 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 in Business Administration, Operations Management, or a related field 5+ years of experience in Sales operations, business process improvement, or related roles within a fast-paced environment 5+ years with Salesforce and other Sales automation platforms 3+ years experience with Salesforce CPQ 5+ years of experience managing a team, with a track record of fostering a collaborative and high-performance culture Strong leadership and communication skills to drive alignment and inspire teams Proficiency in finance operations and business process optimization Certification in CRM platforms and familiarity with compliance requirements like SOX and ITGC Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick u