Sales Engineer
Confirmed on the employer's own hiring board on Oct 28, 2026. First seen by Alion on Aug 17, 2026.
Join PitchBook, a leading financial data and software company, as a Sales Engineer. In this role, you will provide technical expertise and support to our Sales and Customer Success teams, as well as our clients, related to our API and data feed solutions. You will collaborate with various teams, manage client requests, and contribute to company initiatives. The ideal candidate has 3+ years of experience in sales/solutions engineering, customer success, or technical sales, and a strong desire to learn about the private equity, venture capital, private credit, and M&A marketplaces.
Missions
- Provide pre- and post-sales technical expertise as well as ongoing consultation to PitchBook clients and prospects related to our customer-facing data feed and API solutions.
- Partner with PitchBook’s Sales and Customer Success teams to determine and implement technical solutions for clients and prospects.
- Manage a queue of client or prospect requests for technical solutions and specs, and work collaboratively with Product teams to share customer feedback and suggestions.
Profil recherché
- 3+ years of experience in sales/solutions engineering, customer success, or technical sales- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
- 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 desire and ability to learn more about the private equity, venture capital, private credit, and M&A marketplaces and understand how each of our diverse client types engages with our product and data