Job Information
PitchBook Data Sales Operations Specialist in Seattle, Washington
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 team 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. The Sales Operations Specialist at PitchBook ensures the smooth functioning of our sales teams. This role is the primary point of contact for our internal customers, the business users, providing swift and effective responses to their requests and support tickets. Your focus will be on resolving issues promptly, either through personal resolution or by routing them to the appropriate internal teams. Additionally, you will be responsible for addressing inquiries regarding operational processes and guiding internal customers on how to effectively utilize operational tools through basic training sessions. Primary Job Responsibilities: Respond to new requests and support tickets from internal customers (business users) within specified service level agreements Resolve issues whenever possible, ensuring minimal disruption to PitchBook's Sales teams Route requests to Revenue Operations leaders or other internal teams when greater expertise or intervention is required Provide guidance and basic training to end users on operational processes and tools to enhance their productivity Collaborate with cross-functional teams to improve operational efficiency and effectiveness Maintain accurate records of support tickets, resolutions, and any necessary follow-up actions Proactively identify areas for process improvements and recommend solutions to enhance the overall sales enablement function 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 similar field 1+ years of experience in a Sales Operations or Customer Support role, preferably within a technology or SaaS company Strong understanding of operational processes and tools commonly used in sales 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 a commitment to delivering high-quality support services Proficiency in using CRM systems (e.g. Salesforce) and other operational tools Willingness to adapt to evolving processes and technologies to meet the changing needs of the organization Benefits + Compensation at PitchBook: Physical Health Comprehensive health benefits Additional medical wellness incentives STD, LTD, AD&D, and life insurance Emotional Health Paid sabbatica