PitchBook Data
Overview
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
PitchBook’s Marketing team is a world-class B2B growth engine, fueling the company’s momentum as the pulse of private capital markets. Operating at the pace of our complex and opportunity-rich industry, we deliver impactful marketing that adapts to shifting market dynamics while bringing clarity, precision, and creativity to every stage of the customer lifecycle. Through an agile blend of Brand, Creative, Content, Go-to-Market, Channel, and Operations strategies, we ensure our work doesn’t just inform, it shapes. United by purpose and leveraging a data-driven approach, our team empowers PitchBook to meet the speed of private capital and help customers move forward with conviction. At PitchBook, our customers are at the heart of everything we do. The Customer Intelligence Manager will play a critical role in ensuring we understand their evolving needs and keep a pulse on their experiences. This role is responsible for capturing feedback across multiple channels, transforming it into actionable insights, and influencing strategies across the organization to enhance customer satisfaction and drive growth. The ideal candidate is proactive, self-motivated, and thrives in a fast-paced, collaborative environment, bringing strong B2B or SaaS marketing experience and a drive to grow their expertise in customer insights.
Primary Job Responsibilities
Design and manage a comprehensive customer feedback program spanning surveys, interviews, advisory boards, and other channels Oversee the full lifecycle of PitchBook’s customer surveys—annual, transactional, and ad hoc—ensuring they are strategically designed, yield actionable insights, and remain fresh/relevant Build and maintain a robust library of customer insights that highlight impact and successes (including case studies, quotes, logo sheets, one-pagers, etc) to aid in new business and renewal conversations Develop and scale programs that connect satisfied customers with prospects and internal teams, leveraging customer advocacy to drive retention, expansion, and new business Curate and regularly refresh a central repository of customer feedback, case studies, logos and testimonials to ensure teams across PitchBook have easy access to the most up-to-date insights Synthesize feedback into clear, compelling insights that inform executive-level decisions and highlight the voice of the customer throughout the organization Monitor trends and emerging best practices in customer research, advocating for new methods and tools to elevate PitchBook’s customer insights programs Partner with Marketing, Sales and Customer Success to keep content current, aligned to business needs, to engage prospects and customers alike Collaborate with Customer Success, Product, Marketing, and Sales to surface the most relevant customer insights and influence strategies for product roadmaps, go-to-market planning, and engagement initiatives Establish and monitor key metrics to measure the effectiveness and impact of customer insights programs (e.g., engagement with collateral, influenced revenue, survey response rates, reference/referral program ROI) Regularly report results to stakeholders across the business and use data to guide continuous improvement Provide feedback to the Sr. Manager of Insights to refine program strategy and execution 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
3–5 years of experience in B2B SaaS marketing, with experience in customer insights/customer advocacy Experience with survey tools such as GetFeedback, User Evidence, AskNicely, Delighted, and Qualtrics Strong project management and organizational skills with the ability to manage multiple programs simultaneously Excellent communication and relationship-building skills for internal stakeholders and customer-facing collaboration Experience with creative briefs and integrated marketing workflows Strong preference for knowledge of/experience with design programs, such as Adobe InDesign, Adobe InCopy, Figma, and Canva Data-driven mindset with familiarity in tracking, reporting, and ROI analysis (using tools like Salesforce and Tableau) Proactive, collaborative, and eager to learn Execution, monitoring and reporting of surveys in market Source, publish and distribute at least 12 new case studies per year Refresh and refine the customer evidence library each quarter in Highspot Revenue Influence: create and track insights used in closing new business and CS conversations Content Engagement: Downloads, views, and usage of all customer insights collateral Internal Alignment: Positive feedback from CS, Sales, Product and Marketing leadership Must be authorized to work in the United States without the need for visa sponsorship now or in the future Benefits + Compensation at PitchBook
Compensation Annual base salary: $80,000-$100,000 Target annual bonus percentage: 10% Working Conditions
At the heart of our company is a belief in the power of in-person collaboration. We expect the role to be in the office 5 days a week. The job conditions are in a standard office setting. Employees in this position use PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. 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. #LI-MS1 #LI-Onsite Create a Job Alert Interested in building your career at PitchBook Data? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Education School Select... Degree Select... Preferred first name * Are you currently authorized to work in the United States? (I.e. Are you one of the following: a United States citizen; a Lawful Permanent Resident ("green card" holder); a Conditional Permanent Resident; a Temporary Permanent Resident; a Refugee; or an Asylee?) * Will you now or in the future require sponsorship for employment visa status (e.g., H-1B, H-4, L-1, L-2, TN, etc.) with PitchBook in the United States? * Do you now, or have you in the past, worked for PitchBook or our parent company, Morningstar? * What is your desired total compensation: Base, bonus, commissions, etc.? * How did you hear about us? * After receiving an offer, what would be your availability to start a new position? * LinkedIn Profile * Website If you are not located in the listed metropolitan area on this post, are you comfortable relocating without financial assistance? * Is any current Morningstar or PitchBook employee either your family member or romantic partner? * If yes, please include the employee's name. PitchBook is an office-first environment. Most roles are expected to be onsite full-time. Are you able to comply with onsite expectations? * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in PitchBook Data’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select… Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
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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
PitchBook’s Marketing team is a world-class B2B growth engine, fueling the company’s momentum as the pulse of private capital markets. Operating at the pace of our complex and opportunity-rich industry, we deliver impactful marketing that adapts to shifting market dynamics while bringing clarity, precision, and creativity to every stage of the customer lifecycle. Through an agile blend of Brand, Creative, Content, Go-to-Market, Channel, and Operations strategies, we ensure our work doesn’t just inform, it shapes. United by purpose and leveraging a data-driven approach, our team empowers PitchBook to meet the speed of private capital and help customers move forward with conviction. At PitchBook, our customers are at the heart of everything we do. The Customer Intelligence Manager will play a critical role in ensuring we understand their evolving needs and keep a pulse on their experiences. This role is responsible for capturing feedback across multiple channels, transforming it into actionable insights, and influencing strategies across the organization to enhance customer satisfaction and drive growth. The ideal candidate is proactive, self-motivated, and thrives in a fast-paced, collaborative environment, bringing strong B2B or SaaS marketing experience and a drive to grow their expertise in customer insights.
Primary Job Responsibilities
Design and manage a comprehensive customer feedback program spanning surveys, interviews, advisory boards, and other channels Oversee the full lifecycle of PitchBook’s customer surveys—annual, transactional, and ad hoc—ensuring they are strategically designed, yield actionable insights, and remain fresh/relevant Build and maintain a robust library of customer insights that highlight impact and successes (including case studies, quotes, logo sheets, one-pagers, etc) to aid in new business and renewal conversations Develop and scale programs that connect satisfied customers with prospects and internal teams, leveraging customer advocacy to drive retention, expansion, and new business Curate and regularly refresh a central repository of customer feedback, case studies, logos and testimonials to ensure teams across PitchBook have easy access to the most up-to-date insights Synthesize feedback into clear, compelling insights that inform executive-level decisions and highlight the voice of the customer throughout the organization Monitor trends and emerging best practices in customer research, advocating for new methods and tools to elevate PitchBook’s customer insights programs Partner with Marketing, Sales and Customer Success to keep content current, aligned to business needs, to engage prospects and customers alike Collaborate with Customer Success, Product, Marketing, and Sales to surface the most relevant customer insights and influence strategies for product roadmaps, go-to-market planning, and engagement initiatives Establish and monitor key metrics to measure the effectiveness and impact of customer insights programs (e.g., engagement with collateral, influenced revenue, survey response rates, reference/referral program ROI) Regularly report results to stakeholders across the business and use data to guide continuous improvement Provide feedback to the Sr. Manager of Insights to refine program strategy and execution 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
3–5 years of experience in B2B SaaS marketing, with experience in customer insights/customer advocacy Experience with survey tools such as GetFeedback, User Evidence, AskNicely, Delighted, and Qualtrics Strong project management and organizational skills with the ability to manage multiple programs simultaneously Excellent communication and relationship-building skills for internal stakeholders and customer-facing collaboration Experience with creative briefs and integrated marketing workflows Strong preference for knowledge of/experience with design programs, such as Adobe InDesign, Adobe InCopy, Figma, and Canva Data-driven mindset with familiarity in tracking, reporting, and ROI analysis (using tools like Salesforce and Tableau) Proactive, collaborative, and eager to learn Execution, monitoring and reporting of surveys in market Source, publish and distribute at least 12 new case studies per year Refresh and refine the customer evidence library each quarter in Highspot Revenue Influence: create and track insights used in closing new business and CS conversations Content Engagement: Downloads, views, and usage of all customer insights collateral Internal Alignment: Positive feedback from CS, Sales, Product and Marketing leadership Must be authorized to work in the United States without the need for visa sponsorship now or in the future Benefits + Compensation at PitchBook
Compensation Annual base salary: $80,000-$100,000 Target annual bonus percentage: 10% Working Conditions
At the heart of our company is a belief in the power of in-person collaboration. We expect the role to be in the office 5 days a week. The job conditions are in a standard office setting. Employees in this position use PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. 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. #LI-MS1 #LI-Onsite Create a Job Alert Interested in building your career at PitchBook Data? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Education School Select... Degree Select... Preferred first name * Are you currently authorized to work in the United States? (I.e. Are you one of the following: a United States citizen; a Lawful Permanent Resident ("green card" holder); a Conditional Permanent Resident; a Temporary Permanent Resident; a Refugee; or an Asylee?) * Will you now or in the future require sponsorship for employment visa status (e.g., H-1B, H-4, L-1, L-2, TN, etc.) with PitchBook in the United States? * Do you now, or have you in the past, worked for PitchBook or our parent company, Morningstar? * What is your desired total compensation: Base, bonus, commissions, etc.? * How did you hear about us? * After receiving an offer, what would be your availability to start a new position? * LinkedIn Profile * Website If you are not located in the listed metropolitan area on this post, are you comfortable relocating without financial assistance? * Is any current Morningstar or PitchBook employee either your family member or romantic partner? * If yes, please include the employee's name. PitchBook is an office-first environment. Most roles are expected to be onsite full-time. Are you able to comply with onsite expectations? * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in PitchBook Data’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select… Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status * Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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