About the Role:

Revenue Operations is responsible for driving financial success through creating, maintaining, and continually improving the operations, platforms and intelligence that support our go-to-market teams. This team works cross-functionally with Marketing, Sales, Customer Success, and Finance, ensuring efficiency and accuracy throughout the customer journey, from lead generation to revenue recognition. Revenue Operations is a pivotal  partner in helping our go-to-market teams achieve their revenue goals.

As the Director of Finance Operations at PitchBook, you will play a pivotal role in driving the efficiency, effectiveness, and scalability of our finance efforts. Treating people and teams within the Finance department as your primary customers, and treating our finance systems as your products, you will lead a team with the goal of optimizing and automating finance operational processes with tools, data, and analytics to efficiently and effectively drive PitchBook’s overarching business goals.

In this role, you will define and drive the vision, mission, strategy, and roadmap for Finance Operations (Finance Ops), with the goal of aligning your people, processes, and tools to empower, enable, support, and drive operational efficiency for our Finance department.  In doing so, you will treat Finance and all users of the tools, systems, and analytics built within Finance Operations as your internal customers, overseeing teams with three primary capabilities:

• Operations that enable & empower your internal customers with timely and exceptional support for, configuration and administration of, and training on the tools that drive their day-to-day work (e.g. Salesforce CPQ, Salesforce Billing).
• Finance Platform that identifies, delivers, automates, integrates, optimizes, and maintains all tools, code / low-code, and systems that improve operational efficiency for your internal customers.
• Finance Intelligence that utilizes data generated by our operational systems to deliver analytics, dashboards, and reports offering data-driven insights guiding tactical decisions and informing strategic direction.

Reporting to the Senior Director, Revenue Operations and working closely with the Chief Finance Officer (CFO) and our Finance leadership, you will identify finance needs. Blending your knowledge of finance practices and outcomes with your deep knowledge of the wide array of tools and technologies available to meet those needs, you will work with Enterprise Technology leaders to devise sustainable technical solutions to complex finance and business problems, collaborating closely with cross-functional teams and other Revenue Operations leaders to optimize campaign performance, drive lead generation, and enhance the overall customer experience.

Primary Job Responsibilities:

• Strategic Vision & Strategy: Own the vision and strategy for our Finance Operations while collaborating closely with other Revenue Operations groups toward that vision
• Strategic Roadmap & Initiatives: Own and drive our Finance Operations roadmap, using well-aligned strategic initiatives to increase the efficiency, productivity, and scalability of Finance teams
• Customer-Centric & Product-Oriented Revenue Operations: Foster a customer-centric, product-oriented culture in Finance Operations. Employ Product Management methodology in our Finance tools and systems, building teams that think strategically and devise intuitive enterprise experiences that delight our internal users in the Finance department
• Business Operations Support & Enablement: Establish responsive and support-oriented Operations teams that improve business operational processes and enable business teams with training, support, configuration, and administration of Finance enterprise systems
• Finance Platform as a Product: Oversee the our Finance Platform as a product, ensuring your group establishes the roadmap, priorities, and requirements necessary to deliver value for your internal customers via configuration, automation, and integration for finance enterprise systems (e.g. Salesforce, Oracle, Sidetrade etc.), ensuring efforts are aligned across Finance Operations and other Revenue Operations systems while meeting compliance requirements (SOX, ITGC)
• Finance Operational Intelligence: Identify, prioritize, and manage our roadmap of dashboards, metrics, and KPIs that enable data-driven insights, and data-oriented management and tracking of Finance operations
• Customer Understanding: Deeply understand your internal customers’ (primarily, PitchBook finance teams’ and team members’) needs and ensure our Finance Operations roadmap is focused on driving the most critical and impactful work for those teams
• Process Optimization: Continuously assess and refine finance processes to improve efficiency, scalability, and effectiveness
• Team Leadership: Lead and build the Finance Operations team, providing direction, mentorship, and support to ensure operational excellence and alignment with business objectives
• Cross-functional Collaboration: Collaborate effectively with Sales, Marketing, Customer Success, Customer Support, Program Management, Finance, and Enterprise Technology leaders and teams to deliver business value
• Industry Trends and Innovation: Stay abreast of industry trends, emerging technologies, and best practices in revenue operations and revenue management to drive innovation and competitive advantage
• Culture Building: Support the vision and values of the company through role-modeling and encouraging desired behaviors. Foster a culture of collaboration, accountability, and continuous improvement within the Revenue Operations team and across the organization
• Company Initiatives: Participate in various company initiatives and projects as requested

Skills and Qualifications:

• Bachelor’s degree in Finance, Business Administration, or related field; MBA preferred
• 5+ years of experience being accountable for company-wide vision, strategy, and roadmap in Finance Operations
• 12+ years of experience in Finance Operations, including experience owning systems implementation and automation
• Strong leadership and management skills with 8+ years experience leading and developing high-performing teams in a fast-paced and dynamic environment
• Strong understanding of product management methodology and experience applying it in practice to understand customers, gather requirements, build and maintain a roadmap, and manage enterprise systems
• Extensive experience with ERP platforms (e.g., Oracle), CRM systems (e.g., Salesforce), data platforms (e.g. Snowflake), and analytics tools (e.g., Tableau)
• Extensive experience working with program management for cross functional initiatives and leading/sponsoring programs
• Excellent analytical and problem-solving skills, with the ability to translate data into actionable insights and recommendations
• Exceptional communication, collaboration, and influencing skills, with the ability to build relationships and drive alignment across cross-functional teams
• Highly organized and detail-oriented, with the ability to manage multiple initiatives, projects, and priorities simultaneously
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

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: $175,000-$225,000
•  Target annual bonus percentage: 20%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location. 

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 4+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

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.

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