About this role
<div class="content-intro"><p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">At PitchBook, 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. </span></p>
<p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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. </span></p>
<p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. </span></p></div><p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>About the Role:</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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 RevOps 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 PitchBook. In short, they are accountable for accelerating growth, strengthening market position, and ensuring we consistently deliver value to the clients within their vertical.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">The Global Segment Leader (GSL) is accountable for defining and driving PitchBook’s strategy and outcomes within a specific customer Vertical (Allocators, Banks, GPs, CSPO). Acting as the strategic lead and external face of PitchBook 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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Primary Job Responsibilities:</strong></span></p>
<ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Identify product capability gaps that would enable deeper penetration and growth within the client segment</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Conduct market and client analysis to uncover unmet needs, emerging trends, and competitive threats</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Represent PitchBook in client meetings, industry events, and strategic partnerships to strengthen market positioning</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Establish structured channels for capturing and synthesizing the voice of the customer at the segment level</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Advocate for segment needs in strategic planning and product design forums</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Collaborate with Sales leadership to align go-to-market strategies with segment-specific objectives</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Set revenue growth and client penetration targets in partnership with Sales and Finance</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Define pricing strategies and product packaging approaches in collaboration with Marketing, Finance, and Sales leadership</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Ensure segment-specific vision, priorities, and customer needs are documented, communicated, and regularly updated</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Provide recommendations for investments, partnerships, or acquisitions to close capability gaps</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Monitor and synthesize competitor activity and segment-specific win/loss dynamics</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Partner with RevOps and Sales/CS leadership to shape actual cash value and churn targets, ensuring alignment with market realities</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Collaborate with RevOps and regional leaders to define and refine target account lists</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Coordinate SME resource allocation with leaders in Solutions, PIRG, Product, and Data Operations to support segment priorities</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Represent the segment in company-wide investment and resource allocation decisions alongside the VP of Segment Leadership and CSO</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Participate in high-impact client engagements to reinforce PitchBook’s strategic point of view</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Support the vision and values of the company through role modeling and encouraging desired behaviors </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Participate in various company initiatives and projects as requested </span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Skills and Qualifications:</strong></span></p>
<ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">10+ years in commercial leadership, go-to-market strategy, or industry-specific roles within SaaS, data, or financial services</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Deep understanding of private markets; direct experience in the target segment strongly preferred</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Proven success in defining and executing segment or vertical strategies with measurable business impact</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong executive presence; credible with C-suite clients and internal stakeholders</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Analytical rigor with the ability to synthesize data, market insights, and customer feedback into actionable strategies</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Skilled at influencing across functions without direct authority; highly collaborative operator</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Effective at driving cross-functional alignment around strategic initiatives and priorities</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Must be authorized to work in the United States without the need for visa sponsorship now or in the future</span></li>
</ul>
<p></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Benefits at PitchBook:</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Physical Health </span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Private medical insurance</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Dental scheme</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Additional medical wellness incentives </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Life cover</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Emotional Health </span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid sabbatical program after four years</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid parental leave </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Education subsidies</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Robust training programs on industry and soft skills </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;" data-stringify-indent="0" data-stringify-border="0"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Minimum 25 days annual leave and volunteer days</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Social Health </span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee resource groups</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Company-wide events</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee referral bonus program </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Quarterly team building events</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Financial Health </span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;" data-stringify-indent="0" data-stringify-border="0"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">10% Pension contribution</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Income protection</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Shared ownership employee stock program </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Transportation stipend</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><em>*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.</em></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Working Conditions:</strong></span></p>
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">#LI-AD2</span></p>
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