Revenue Operations Analyst

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 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:

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:

Bachelor’s degree in Business, Analytics, Statistics, Economics or Finance

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

Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred qualifications

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

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

Department: Revenue Operations.

ATS provider: Greenhouse.

Salary: Compensation Annual base salary: $115,000-$130,000 Target annual bonus percentage: 10% Working Conditions: At the heart of our com.