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 Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and Pitch Book are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success.

We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people‑first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

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

• 3+ 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 (e.g., Salesforce) and familiarity with the sales pipeline, emphasizing the ability to help drive sales processes and track engagement
• Proficiency with the Microsoft Office suite and project management and collaboration tools (e.g., Jira, Confluence), with a demonstrated ability to quickly learn new software and systems
• Strong…