Sales Operations Specialist

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.

About the Role:

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!

As a Sales Operations Specialist at Pitch Book, you will serve as a trusted partner to our global Commercial teams (Sales, Customer Success, Support). You will operate with increasing autonomy to diagnose issues, develop solutions, and ensure the smooth functioning of our operational ecosystem.

This role requires strong analytical skills, an understanding of core business metrics, and the ability to balance technical and business considerations when making decisions. You will act as a first responder for technology tool inquiries, proactively identify process improvements, and influence the adoption of tools and workflows across the organization.

You will also contribute to change management, enablement, internal documentation, and the onboarding of new team members. This role involves regular cross functional collaboration and requires the ability to manage expectations, communicate trade-offs, and tailor communication to a variety of audiences.

As a member of this team, you will partner closely with the Sales Platform team to ensure global communications, change management, and enablement activities are executed for biweekly releases and larger initiatives.

Primary

Job Responsibilities:

* Serve as a first responder to operational and tooling inquiries, independently diagnosing issues and identifying root causes

* Resolve requests within established SLAs, minimizing disruptions to frontline teams

* Evaluate and communicate trade-offs between technical constraints, business priorities, and stakeholder needs

* Maintain accurate records of support tickets, resolutions, and recurring themes

* Build trust with stakeholders across Sales, CS, Support, Marketing, Data, Finance, and Platform teams

* Actively listen to business needs, translate challenges into actionable solutions, and connect processes to broader business goals

* Manage expectations by providing clear updates, timelines, and trade-offs

* Influence positive cross-team collaboration and contribute to a supportive, solutions-oriented culture

* Analyze existing workflows to identify bottlenecks and opportunities for efficiency, accuracy, or user experience improvements

* Propose and implement small-scale optimizations with minimal guidance

* Take initiative to advance team goals beyond assigned tasks, including identifying systemic issues and recommending enhancements

* Contribute to the development and maintenance of SOPs, knowledge bases, and process documentation

* Demonstrate fluency in core Commercial metrics (e.g., pipeline coverage, conversion rates, lead velocity)

* Use data to identify trends, anomalies, and root causes

* Clearly communicate insights, implications, and recommended actions to stakeholders with varied levels of data fluency

* Support and optimize usage of key operational tools, including Salesforce and other sales tech platforms

* Identify opportunities for automation and improved tool configuration to enhance productivity

* Conduct UAT for platform updates, new functionality, and biweekly release items

* Partner with the Sales Platform team to ensure successful change management, communication, and adoption

* Facilitate 1:1 and small group training sessions to support adoption of tools and processes

* Provide actionable feedback to improve training and…