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. Bringing 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
2+ years of hands-on experience writing SQL to query and analyze large datasets (Snowflake, BigQuery, or similar)
1+ year of hands-on experience building dashboards and data visualizations in Tableau/PowerBI/Looker
Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications:

Knowledge of Python (e.g., pandas) for data analysis, automation, or advanced analytics
Solid understanding of B2B GTM and revenue metrics, including pipeline health, funnel conversion, retention, expansion, and forecasting; familiarity with Salesforce reporting required, experience with Marketo or Gong is a plus
Demonstrated ability to build intuitive dashboards and compelling visualizations that help business leaders understand performance, identify opportunities, and make confident, data-driven decisions across a variety of analytics platforms
Strong command of SQL and hands-on experience querying large datasets in modern data platforms (e.g., Snowflake, BigQuery); comfort navigating messy, high-volume data is essential
Clear, confident communicator who can translate complex data into plain language for senior stakeholders, with strong cross-functional instincts and comfort working across Sales, Marketing, Customer Success, Finance, and technical teams
Familiarity with Salesforce
Genuine curiosity about AI-assisted analytics and intelligent automation, and willingness to actively adopt emerging tools

Benefits + Compensation at PitchBook:

Physical Health

Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance

Emotional Health

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

Social Health

Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events

Financial Health

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.

Compensation

Annual base salary: $115,000-$130,000
Target annual bonus percentage: 10%

Working Conditions:

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.

#LI-MS1

#LI-Onsite

About the company

PitchBook provides private market data through its PitchBook Platform, offering access to information on venture capital, private equity, and M&A. Subscribers gain tiered access to details on companies, deals, investors, funds, and market players to support due diligence and trend analysis. Revenue comes from subscriptions, advertising, and partnerships around industry reports, news, and blogs. The goal is to help investment professionals, executives, and advisors in Europe and North America stay informed about industry trends and make strategic investment decisions.

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

$13.8M

Headquarters

Seattle, Washington

Founded

2007

Get referred to PitchBook

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Simplify's Take

What believers are saying

May 2026 to September 2026 brought Harvey, Microsoft Copilot, Farsight, and Samaya integrations.
PitchBook said in May 2026 it won business from big-tech layoffs.
StepStone launched in June 2026, creating fresh standalone revenue and expansion opportunities.

What critics are saying

Grata, Sourcescrub, and AI-native workspaces attack PitchBook's sourcing and workflow budget.
Late 2025 commercial restructuring and AI-driven role cuts signal margin pressure and churn.
If customers buy data through copilots, PitchBook becomes a commoditized backend service.

What makes PitchBook unique

PitchBook owns the deepest structured private-capital dataset, now embedded across AI workflows.
May 2026 StepStone partnership adds deal-level benchmarking inside PitchBook's core platform.
August 2026 Google Gemini and September 2026 ChatGPT integrations widen distribution fast.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Flexible work program
Generous PTO
Paid sick days
Company-wide days off
Learning & development opportunities
401k & company matching
Medical, dental and vision insurance
HSA+FSA Accounts
Paid parental leave
Transportation stipend
Team building & company-wide events

Growth & Insights and Company News

Headcount

6 month growth

10%

1 year growth

10%

2 year growth

10%

Associated Press

Oct 14th, 2026

PitchBook launches AI agents and data MCP as Premium Connector usage jumps nearly 2,000%

PitchBook, a Morningstar company, announced two AI tools at TechCrunch Disrupt in San Francisco on October 14, 2026. They are new agentic features in PitchBook AI and PitchBook Data MCP, which feeds its data into investors' own systems and AI agents. PitchBook AI can turn a plain-language request into a shareable report with source citations. Users can also set up agents that run on a schedule, such as a daily news briefing on a watch list. The features go live in the fourth quarter. PitchBook Data MCP gives firms secure access to a subset of its company, deal, investor, and fund data inside their own tools. It is available to customers on request. PitchBook said usage of its Premium Connector has risen nearly 2,000% this year.

PitchBook

Oct 14th, 2026

PitchBook launches an agentic platform assistant and new PitchBook Data MCP to meet investors' rapidly evolving workflow needs.

PitchBook launches an agentic platform assistant and new PitchBook Data MCP to meet investors' rapidly evolving workflow needs. PitchBook AI automates and schedules repeatable workflows within PitchBook, while PitchBook Data MCP brings PitchBook's proprietary intelligence natively into investors' own systems SAN FRANCISCO - October 14, 2026 - PitchBook, a leading private capital market intelligence provider, today announced two new capabilities at TechCrunch Disrupt that improve how investors access and act on its data: new skills and agentic functionality within PitchBook AI, and PitchBook Data MCP, a new way to bring PitchBook's intelligence data natively into the systems investors already use, including the AI agents they build themselves. The announcements mark the next phase of innovations from PitchBook, designed to address how investors are now sourcing, evaluating and acting on private market data. Together, they extend PitchBook's grounded intelligence data further into investors' workflows, from the deliverables they produce inside PitchBook to the proprietary systems and models they build for themselves. Why Now AI-powered workflows are compressing deal sourcing, diligence, and execution from days to hours, putting a premium on speed and the grounded, validated data needed to act with confidence. According to recent survey analysis from J.P. Morgan, the top use cases for implementing AI cited by top business leaders include, process automation (62%), predictive analytics (44%) and market intelligence (42%). PitchBook is seeing the same shift firsthand: usage of the PitchBook Premium Connector has accelerated nearly 2000% YTD, with tool calls up 267% in the last six months alone, concentrated among the venture capital and private equity firms executing deals. PitchBook AI and PitchBook Data MCP are built to address this workflow evolution, delivering its proprietary data, insights and analytics investors trust in the AI-powered systems and workflows they're actively building. PitchBook AI: New Skills and Agents Turn Answers into Finished Work Product With new agentic capabilities, PitchBook AI turns a natural language request into a complete, shareable work product, and automates the recurring work investment teams run every week. These new agentic capabilities allow users to create governed, repeatable workflows that run on PitchBook's intelligence data, automatically and on schedule. These capabilities come in two forms: Skills and Agents. PitchBook provides several pre-defined Skills for Market Intelligence workflows, helping GPs and deal teams quickly understand market sizing, trends, competitive positioning, and key financing activity. These Skills can be fully customized and refined conversationally within PitchBook, based on unique customer needs. Over the course of 2027, PitchBook AI will expand its Skills to support Deal Sourcing, Deal Execution, Credit Research, and Funds Analysis workflows. Results render directly within the product and download as a PDF, with source citations and PitchBook attribution built in. Users can also save a preferred output as a repeatable Skill of their own. PitchBook Agents take it a step further by automating the tasks and analysis investment teams run repeatedly. Customers configure an agent with specific instructions, choose which Skills it uses, connect it to a Saved List they already manage in PitchBook, and set a schedule so it runs on its own. When an agent finishes a run, the customer receives a summary with links back into PitchBook AI to review the work, ask follow-up questions, or refine the output. For example, a Daily News Agent can surface relevant coverage on a customer's watch list each morning. Or, a Quarterly Earnings Agent can compile and summarize the latest results across a tracked list of public companies as soon as they post. The new capabilities of PitchBook AI support workflows across the investment lifecycle, including: * Automated monitoring and briefings: Configure a PitchBook Agent to run on a schedule and deliver finished analysis directly to an inbox, starting with a Daily News Briefing on watch-list activity, plus a summary the moment a new earnings report posts, or tear sheets on top companies ready before a Monday pipeline review. * Investment committee prep: Generate a complete company brief in seconds, covering financials, ownership, and competitive positioning, ready to bring into IC materials. * Market Intelligence: Quickly get smart on a market, understanding growth, identifying segments, and spotlighting key players, even when the data needed isn't isolated to the specific niche being evaluated. * Earnings Report Digest: Resolve a set of questions and gather key insight across one or several public companies being tracked in a single pass, pairing naturally with an Agent that keeps the digest current automatically. * Board and client deliverables: Produce shareable, citable documents formatted for the audience, without leaving PitchBook. * Corporate development workflows: Generate market maps, competitor briefs, and diligence summaries for corporate development and strategic finance teams evaluating M&A and partnership opportunities. These capabilities will be live in PitchBook in Q4. "We've learned a lot about where AI fits into our customers' daily work, and how the right experience changes the way they operate," said Paul Jaeschke, Chief Product Officer at PitchBook. "PitchBook AI ties our data, research, analytics, and workflows together in a single experience, built to keep pace with how fast the market is changing. Our customers can now answer questions faster, automate the tasks they run routinely, and act on our proprietary insights without having to go looking for them." PitchBook Data MCP: PitchBook Intelligence, Natively in Investors' Own Systems Alongside PitchBook AI's enhancements, PitchBook Data MCP puts its trusted data into the systems investors have already built. PitchBook Data MCP gives investment teams native, secure access to a subset of PitchBook's dataset, including company, deal, investor, and fund data, directly inside their own proprietary tools and models. PitchBook already powers connected experiences with ChatGPT, Claude, Gemini, Copilot, Perplexity, Rogo, Samaya AI and ModelML; PitchBook Data MCP extends that same grounded access to any AI tool a firm uses internally, with no separate integration to maintain. PitchBook Data MCP gives investment teams: * Native access to a subset of PitchBook's platform: Company, deal, investor, and fund data available directly inside the tools and models investors already use. * Nothing new to build or maintain: The same grounded dataset, without a separate integration project. * The same trust they rely on inside PitchBook: Grounding and accuracy consistent with the platform investors already know. The PitchBook Data MCP is currently live and available to customers upon request. One Grounded Dataset Powering How Investors Work PitchBook AI and PitchBook Data MCP build on a series of releases PitchBook is launching this year to match the speed AI has brought to private markets with the grounded intelligence needed to act on it. These enhancements build on PitchBook's broader AI and ML strategy, which includes building AI experiences directly within its platform, expanding integrations with leading LLM and AI powered platforms through its partner programs and PitchBook Data MCP, and building AI-first workflow specific products. That strategy rests on nearly two decades of grounded, verified private market data, the foundation AI needs to be trusted in this asset class. About PitchBook, a Morningstar company As the pulse of private capital markets, PitchBook delivers trusted, real-time data, research, and technology to help investors, dealmakers, and innovators make decisions with confidence. Its products provide comprehensive information on companies, investors, funds, deals, and people, along with tools that help professionals analyze market activity and make informed decisions. Founded in 2007, PitchBook today serves more than 100,000 clients worldwide and is recognized as the leading source of private capital market intelligence. PitchBook has grown to over 3,000 employees across offices in Seattle, San Francisco, New York, London, Singapore, Mumbai, and other global locations. Since 2016, PitchBook has operated as a subsidiary of Morningstar, Inc. October 14, 2026

Trending Topics

Oct 6th, 2026

Comparables.ai raises $6 million to find M&A deals with A.I.

Comparables.ai raises $6 million to find M&A deals with A.I. Anyone looking to buy a company usually sees only a fraction of the possible targets, and the Finnish start-up Comparables.ai wants to close that gap with A.I. The Helsinki-based platform, which gives dealmakers access to data on more than 370 million companies worldwide, has just closed a $6 million (about 5.1 million euros) seed round. Pragmatech and Araya Ventures lead the round. The round is led by Pragmatech Venture Capital and Araya Ventures, joined by Purple Ventures, Gorilla Capital, hi5 Ventures, Somersault Ventures and other investors. Comparables.ai plans to use the money to expand into more markets and strengthen its A.I. engine. According to the company, the platform is already used by more than 50,000 professionals in over 30 countries. One of the Big Four advisory firms is currently extending its deployment to more than 10 countries. Twice a week for free - never miss a story! "What gave us conviction was the combination of a strong customer base, including Big Fours, consistent evidence that the product delivers real value in customers' day-to-day work, and a team with deep M&A expertise," said Artem Yaremchuk, general partner at Pragmatech. In his view, the market is still dominated by legacy, filter-based tools. A market map in minutes instead of months. Comparables.ai targets corporate development teams, private equity firms, M&A advisors and investment banks, with a focus on the mid-market. The platform combines private company financials, group structures, valuations, past transactions and verified contacts. Instead of stitching together company registries, databases and spreadsheets, users describe the market they are looking for in their own words, and the software returns matching companies along with their financials, ownership structures and decision makers. A private equity fund, for example, could screen add-on candidates across a dozen countries at once, while an M&A advisory firm could build a complete list of potential buyers without relying only on its own network. "Mid-market M&A has always been a visibility problem," said co-founder Martin Kangasniemi. "If you cannot see the whole field, you cannot run the best process." Comparables.ai aims to give any deal team the information advantage of a global bank. Four founders from M&A and research. Comparables.ai was founded by four people. Niko Nalli, Markus Vesala and Martin Kangasniemi bring experience in M&A advisory and financial markets. The chief technology officer, Muhammad Ammad-ud-din, earned a Ph.D. in computer science at Aalto University and did postdoctoral research at the University of Helsinki on machine-learning methods that combine data from many sources. That is exactly what the platform needs to turn patchy company data from different countries and jurisdictions into a single, unified database. Competition from data giants and A.I. Start-Ups. Comparables.ai is up against established data providers such as PitchBook, S&P Capital IQ and Moody's with its Orbis database, which have long been standard tools at banks and funds. The field of A.I. start-ups is crowded, too: The U.S. company Grata, which specializes in finding mid-market companies, is now part of the data room provider Datasite. And Inven, which also hails from Helsinki, raised $12.75 million last year for its A.I. platform for private market deal sourcing. Aus Datenschutz-Gründen ist dieser Inhalt ausgeblendet. Die Einbettung von externen Inhalten kann in den Datenschutz-Einstellungen aktiviert werden:

Talking Biz News

Oct 1st, 2026

Pitchbook senior editor Kokalitcheva departs.

Pitchbook senior editor Kokalitcheva departs. October 1, 2026. Posted by chris roush. Kia Kokalitcheva, Pitchbook senior editor of venture capital, has left the news organization. She had been there since January 2025. She had been covering venture capital and tech deals at Axios. She previously was a tech reporter at Fortune before joining Axios in January 2017. Kokalitcheva had covering technology and Silicon Valley with a focus on the "on-demand economy" at Fortune. Before that, she worked at VentureBeat for six months covering early-stage startups and funding. Kokalitcheva is a 2012 graduate of Cal Berkeley with a degree in political economy.

MarketScreener

Sep 18th, 2026

PitchBook named to 2026 Top 100 Inspiring Place to Work lists for global and North America, marking consecutive-year recognition.

PitchBook named to 2026 Top 100 Inspiring Place to Work lists for global and North America, marking consecutive-year recognition. Published on 09/18/2026 at 09:01 am EDT Business Wire PitchBook, the leading private capital market intelligence platform, today announced it has been named a 2026 Top 100 Global Inspiring Place to Work by Inspiring Workplaces Group (IW) for the second consecutive year. The company was also named a 2026 Top 100 Inspiring Place to Work in North America for the third consecutive year, ranking 41st on the list. The Global Top 100 list recognizes the highest-scoring organizations across all IW regions, including Africa, Asia, Australasia, Europe, Latin America, Middle East, North America, and the UK. The awards honor companies that build trust and purpose to create environments where people can thrive. It evaluates organizations across six pillars: culture and purpose, leadership, wellbeing, employee voice, employee experience, and inclusion and belonging. This year, judges recognized PitchBook's wellbeing, inclusion and belonging as strengths. "PitchBook demonstrates a strong, values-driven people strategy supported by robust programs and high engagement," IW judges said. "Culture at PitchBook is intentional, and it's foundational to how we operate," said Rod Diefendorf, President and COO at PitchBook. "That starts with how we hire, and continues through how we invest in people's growth and wellbeing. Things aren't always easy and we face challenges like any organization does, but it's our people and our culture that carry us through those moments. We're proud of what we've built and the teams who put our values into practice every day." Being recognized globally as well as in North America reflects the strength of PitchBook's culture, values, and people, and the company's commitment to helping its teams adapt, learn, and grow alongside the markets they serve. That commitment matters as private capital markets move faster than ever before - enabling PitchBook to support its clientele with the most comprehensive and timely intelligence to drive better decision-making in an evolving landscape. About PitchBook, a Morningstar company As the pulse of private capital markets, PitchBook delivers trusted, real-time data, research, and technology to help investors, dealmakers, and innovators make decisions with confidence. Its products provide comprehensive information on companies, investors, funds, deals, and people, along with tools that help professionals analyze market activity and make informed decisions. Founded in 2007, PitchBook today serves more than 100,000 clients worldwide and is recognized as the leading source of private capital market intelligence. PitchBook has grown to over 3,000 employees across offices in Seattle, San Francisco, New York, London, Singapore, Mumbai, and other global locations. Since 2016, PitchBook has operated as a subsidiary of Morningstar, Inc. About Inspiring Workplaces Group The Inspiring Workplaces Group is a global organization dedicated to recognizing and advancing PeopleFirst culture. Through its two flagship programs: Certified PeopleFirst(TM) and the Inspiring Workplaces Awards. The organization celebrates and certifies workplaces where people and performance thrive together. Operating across North America, UK & Ireland, Europe, Asia-Pacific, Middle East & Africa and beyond, Inspiring Workplaces has recognized thousands of organizations and continues its mission to change the world through the world of work. View source version on businesswire.com: https://www.businesswire.com/news/home/20260918352424/en/ (C) Business Wire - 2026