Global Segment Leader

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

The Segments and Solutions team plays a critical coordination role across the organization—aligning Sales, Customer Success, Product, Marketing, Solutions, Partnerships, PIRG, Data Operations, and Rev Ops around unified goals. By driving focus, enabling cross‑functional execution, and translating strategy into measurable impact, the team ensures that each segment receives a cohesive, intentional, and high‑performing experience from Pitch Book. In short, they are accountable for accelerating growth, strengthening market position, and ensuring we consistently deliver value to the clients within their vertical.

The Global Segment Leader (GSL) is accountable for defining and driving Pitch Book’s strategy and outcomes within a specific customer vertical (Al locators, Banks, GPs, CSPO). Acting as the strategic lead and external face of Pitch Book for their vertical, the GSL owns the segment perspective, identifies capability opportunities, sets growth targets, and ensures organizational alignment to deliver results. This role works cross‑functionally across Sales, Customer Success, Product, Marketing, Solutions, Partnerships, PIRG, Data Operations, and Revenue Operations to translate strategy into measurable impact.

Primary

Job Responsibilities

• Identify product capability gaps that would enable deeper penetration and growth within the client segment

• Conduct market and client analysis to uncover unmet needs, emerging trends, and competitive threats

• Represent Pitch Book in client meetings, industry events, and strategic partnerships to strengthen market positioning

• Establish structured channels for capturing and synthesizing the voice of the customer at the segment level

• Advocate for segment needs in strategic planning and product design forums

• Collaborate with Sales leadership to align go‑to‑market strategies with segment‑specific objectives

• Set revenue growth and client penetration targets in partnership with Sales and Finance

• Define pricing strategies and product packaging approaches in collaboration with Marketing, Finance, and Sales leadership

• Ensure segment‑specific vision, priorities, and customer needs are documented, communicated, and regularly updated

• Provide recommendations for investments, partnerships, or acquisitions to close capability gaps

• Monitor and synthesize competitor activity and segment‑specific win/loss dynamics

• Partner with Rev Ops and Sales/CS leadership to shape actual cash value and churn targets, ensuring alignment with market realities

• Collaborate with Rev Ops and regional leaders to define and refine target account lists

• Coordinate SME resource allocation with leaders in Solutions, PIRG, Product, and Data Operations to support segment priorities

• Represent the segment in company‑wide investment and resource allocation decisions alongside the VP of Segment Leadership and CSO

• Participate in high‑impact client engagements to reinforce Pitch Book’s strategic point of view

• 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

• 10+ years in commercial leadership, go‑to‑market strategy, or industry‑specific roles within SaaS, data, or financial services

• Deep understanding of private…