Sr. Sales Engineer

At Pitch Book, 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, Pitch Book is the place for you.

As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at Pitch Book! With our customers’ success comes our success, and we are dedicated to providing them with the highest level of service and expertise.

At the core of our business is our commitment to understanding our clients' needs, challenges, and opportunities. As a member of our team, you'll be at the forefront of emerging trends and technologies by working closely with clients to position our products and services in a way that helps them achieve their goals. You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals.

We are committed to helping you achieve your personal and professional goals, and we can’t wait for you to join the team!

Pitch Book’s Sales Engineer provides support to our Sales and Customer Success teams as well as our clients related to our API and data feed solutions. Our Sales Engineer can easily navigate the technical aspects of our API and data feed products and effectively communicate how these products work to our clients or prospects. This role also provides ongoing technical support to clients related to our API and data feed products.

• Provide pre- and post-sales technical expertise as well as ongoing consultation to Pitch Book clients and prospects related to our customer-facing data feed and API solutions
• Partner with Pitch Book’s Sales and Customer Success teams to determine and implement technical solutions for clients and prospects
• Coordinate with Product, Technology, and IT teams to effectively communicate to clients and prospects how the Pitch Book Platform features, functionality, processes, and underlying technologies work
• Partner with remote development teams to build client solutions for Pitch Book’s data feed and API products
• Manage a queue of client or prospect requests for technical solutions and specs
• Provide support to clients with installing and troubleshooting our Pitch Book Excel plug‑in and Pitch Book Apps for CRMs such as Salesforce, Microsoft Dynamics, etc., including editing page layouts and assigning correct permissions
• Work collaboratively with Product teams to share customer feedback and suggestions
• Support the vision and values of the company through role modeling and encouraging desired behaviors.
• Participate in various company initiatives and projects as requested

• Bachelor’s degree required
• 2+ years of experience in sales / solutions engineering, customer success, or technical sales
• Must have experience in at least two of the following areas : financial markets industry knowledge, strong technical skills, or sales / customer success expertise. This experience should enable effective collaboration with large‑scale enterprise clients, including major investment banks, Big 4 consulting firms, or Fortune 500 companies
• Ability to manage multiple stakeholders and work in cross‑functional teams, demonstrating strong project management and organizational skills
• Experience using CRM tools (, Salesforce) and familiarity with the sales pipeline, emphasizing the ability to help drive sales processes and track engagement
• Proficiency with the…