Sr. Finance Operations Specialist

About the Role:

The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook's systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth.

As a Senior Finance Operations Specialist at PitchBook, you will play a critical role in driving the performance, scalability, and strategic impact of our finance and sales support operations. Acting as a trusted advisor and subject-matter expert, you'll guide internal stakeholders through complex operational tools and processes, resolve high-impact challenges, and enable productivity through proactive support and strategic enablement.

A key focus of this role is leading training and enablement initiatives that empower employees-from new hires to senior leaders-to effectively navigate systems and adopt best-in-class processes. You'll bring a customer-centric mindset, deep process expertise, and a collaborative approach to continuously elevate the employee experience. Additionally, you'll mentor junior team members and lead initiatives that strengthen team capabilities, standardize processes, and promote operational excellence.

Primary Job Responsibilities:

• Operational Support Leadership: Serve as a senior liaison to internal stakeholders by providing expert-level support and strategic guidance on finance and sales operations. Contribute to strategic planning and decision-making by delivering actionable operational insights and recommendations to management
• Issue Resolution & Escalation Management: Lead the resolution of complex support issues, act as the final escalation point, and ensure high-quality service within defined SLAs
• Process Optimization: Identify inefficiencies in operational workflows, recommend targeted improvements, and lead initiatives to enhance effectiveness and scalability. Champion change management by guiding teams through process transitions and system upgrades with minimal disruption
• Training & Enablement: Design, deliver, and continuously improve training programs and enablement resources that increase system proficiency and operational understanding across the business
• Systems Collaboration: Partner with cross-functional teams-including Finance Platform and Intelligence-to support system-related requests and ensure tools evolve with business needs. Lead enablement initiatives that align Finance, Sales, and Technology functions to drive operational growth
• Data Analysis & Insights: Leverage data from finance operations to uncover trends, monitor performance, and provide actionable insights to stakeholders
• Mentorship & Knowledge Sharing: Mentor junior team members and contribute to a culture of continuous learning and operational excellence through knowledge transfer and coaching
• Documentation & Compliance: Maintain clear and consistent documentation of support processes, resolutions, and standard operating procedures to ensure transparency and audit readiness

Skills and Qualifications:

• Bachelor's degree in Business Administration, Finance, Operations, or related field. MBA or advanced certification is a plus
• 4+ years of experience in finance operations, sales operations or customer support role, preferably within a technology or SaaS company
• Strong understanding of operational processes and tools commonly used in finance enablement functions
• Excellent communication skills, both verbal and written, with the ability to effectively interact with internal customers at all levels
• Ability to prioritize tasks and manage time efficiently in a fast-paced environment
• Analytical mindset with a problem-solving orientation to effectively troubleshoot issues and propose solutions
• Attention to detail and commitment to delivering high-quality support services
• Proficiency in using CRM systems (e.g., Salesforce, CPQ) and other operational tools
• A willingness to adapt to evolving processes and technologies to meet the changing needs of the organization is essential

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: $78,000-$95,000
• Target annual bonus percentage: 7.5%

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It's our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we've heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

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.

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