Director, Sales & CS Operations

Director Of Sales & Customer Success Operations

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

As the Director Of Sales & Customer Success (CS) Operations at PitchBook, you will play a pivotal role in driving the efficiency, effectiveness, and scalability of our sales and customer success efforts. Treating people and teams within the Sales & CS departments as your primary customers, and treating our systems as your products, you will lead a team with the goal of optimizing and automating sales and customer success 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 Sales & CS Operations ("Sales Ops"), with the goal of aligning your people, processes, and technologies to empower, enable, support, and drive operational efficiency and scale for our Sales and CS departments. In doing so, you will treat Sales, Customer Success, and all users of the tools, systems, and analytics built within Sales Ops as your internal customers, overseeing teams with three primary capabilities:

• Sales 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.com, etc.).
• Sales Platform that identifies, delivers, automates, integrates, optimizes, and maintains all tools, code / low-code, and systems that improve operational efficiency for your internal customers.
• Sales 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 Sales Officer (CSO), Chief Customer Officer (CCO), and our Sales & CS leadership, you will identify Sales & CS needs. Blending your knowledge of sales & customer success 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 sales, customer success, and business problems while collaborating closely with cross-functional teams and other Revenue Operations leaders.

Primary Job Responsibilities

Own the vision and strategy for Sales Operations and collaborate closely with other Revenue Operations groups to achieve that vision. Own and drive our Sales Operations roadmap, using well-aligned strategic initiatives to increase the efficiency, productivity, and scalability of Sales & CS teams. Foster a customer-centric, product-oriented culture in Sales & CS Operations. Employ Product Management methodology in our Sales & CS tools and systems, build teams that think strategically and devise intuitive enterprise experiences that delight our internal users in the Sales & CS departments. Establish responsive and support-oriented Operations teams that improve business operational processes.