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 team sits at the center of PitchBook’s go-to-market (GTM) engine, translating data into the insights that power strategic decisions across Sales, Marketing, Customer Success, and Finance. We are a collaborative, detail-oriented team that takes ownership of the full analytical lifecycle, from raw data to executive dashboards, and we hold ourselves to a high standard of rigor and clarity. If you care deeply about getting the numbers right and communicating them well, you will fit right in.

The Revenue Operations Analyst, Analytics & Insights, owns performance reporting, business review cadences, and funnel and lifecycle analytics across PitchBook's go-to-market organization. This role partners closely with Sales, Marketing, Customer Success, and Finance to translate data into meaningful insights that inform strategy and accelerate business growth. The ideal candidate is an intellectually curious, insights-driven analyst who enjoys asking questions, challenging assumptions, and uncovering opportunities within complex datasets. This role brings strong SQL skills, experience working with large datasets, and an enthusiasm for leveraging AI and automation to enhance analytics and decision-making.

Primary Job Responsibilities:

Significant experience writing SQL queries to connect and clean large datasets, define KPIs, and provide leadership with accurate data to make informed decisions
Own weekly and monthly sales performance reporting covering pipeline, attainment, and pacing; run and maintain the WBR/MBR/QBR process end-to-end, including narrative framing and exec-ready dashboards
Build and maintain executive OKR and revenue dashboards across the full GTM funnel and post-sale lifecycle, ensuring consistent KPI definitions and reporting standards
Conduct marketing funnel analytics, campaign ROI measurement, lead routing and distribution analysis, and territory design and capacity planning analytics across global offices
Partner with Customer Success on customer lifecycle, retention, and expansion analytics; build and interpret reporting from Salesforce, Marketo, and Gong to surface clear, actionable insights
Facilitate the forecasting process across Sales, Marketing, Customer Success, and Finance, owning cadence, inputs, scenario reviews, and translation into the business narrative
Proactively generate insights indexed to business impact, surfacing what the business should be asking before it thinks to ask
Validate hypotheses raised by operational, field, or finance leaders, delivering rigorous analysis that confirms, challenges, or reframes the original question
Champion data quality, governance, and KPI consistency across revenue systems; identify opportunities for automation and advanced analytics in partnership with data science counterparts
Collaborate cross-functionally with RevOps, GTM Operations, Marketing Ops, and business stakeholders to align analytics work to commercial priorities
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested

Basic Qualifications:

3+ years of experience in revenue operations, sales operations, marketing operations, or finance operations