Product Manager I

About the role

At PitchBook, we are committed to fostering a culture of growth, innovation, and collaboration. Our team values diverse perspectives and encourages creative problem-solving to deliver exceptional products and services to our clients. As a Product Manager I, you will be an integral part of our Product and Engineering team, working closely with cross-functional partners to develop and enhance our platform offerings. Your role will focus on supporting product development initiatives, ensuring seamless onboarding of new partners, and contributing to the continuous improvement of our products. We seek individuals who are proactive, detail-oriented, and eager to contribute to a fast-paced environment that values teamwork and excellence. This position offers an exciting opportunity to work on impactful projects that directly influence our company's growth and customer satisfaction.

Key facts

What you'll do

• Develop detailed functional specifications and assist in creating comprehensive product requirement documents for new products, features, and enhancements to existing offerings.
• Collaborate with the AI Partnerships team to support quarterly planning sessions, facilitate sprint activities, and participate in refinement meetings to ensure alignment on priorities and deliverables.
• Support the onboarding process for new Premium Connector partners by managing the submission of callback URLs, coordinating with engineering teams to troubleshoot and resolve launch issues, and ensuring a smooth integration experience.
• Maintain and update partner-facing documentation, including technical guides, server configuration instructions, and onboarding materials to ensure accuracy and clarity.
• Work closely with marketing and Help Center teams by providing product insights, creating demo materials, and developing messaging strategies for new partner launches to ensure consistent communication and positioning.
• Conduct post-launch evaluations by tracking usage metrics, analyzing customer feedback, conducting interviews, and synthesizing insights to inform future product roadmaps and improvements.
• Respond promptly to partner and customer inquiries related to product features, integrations, or technical issues, escalating complex problems to engineering teams when necessary, and ensuring high levels of customer satisfaction.
• Promote the company's vision and core values through role modeling, encouraging desired behaviors, and fostering a collaborative team environment.
• Participate in various company initiatives, cross-functional projects, and strategic planning activities as needed to support organizational goals.
• Assist in the continuous improvement of internal processes, tools, and workflows to enhance team efficiency and product quality.
• Stay informed about industry trends, emerging technologies, and competitive landscape to contribute innovative ideas and maintain PitchBook's leadership position in the market.

Requirements

• A bachelor's degree in Computer Science, Finance, Business, or a related field.
• A minimum of 2 years of relevant professional experience in product management, technical program management, solutions consulting, or product operations, particularly within a B2B SaaS environment.
• Authorization to work in the United States without requiring visa sponsorship now or in the future.
• Strong written and verbal communication skills, with the ability to clearly articulate technical concepts to non-technical stakeholders.
• Proven ability to manage multiple projects simultaneously, prioritize tasks effectively, and meet deadlines in a fast-paced environment.
• Experience working collaboratively with cross-functional teams, including engineering, marketing, and customer support.
• Familiarity with product development lifecycle, Agile methodologies, and tools such as Jira or Confluence.
• Analytical mindset with high attention to detail, capable of synthesizing complex data and customer feedback into actionable insights.
• Self-motivated, proactive, and comfortable navigating ambiguity while maintaining focus on deliverables.
• Strong organizational skills and the ability to adapt quickly to changing priorities.

Nice to have

• An advanced degree such as a master's in a related field.
• Experience working with APIs, data integrations, or developer-focused products.
• Familiarity with technical concepts related to data analytics, SQL, or data visualization tools.
• Prior experience in onboarding or managing external partners and integrations.
• Knowledge of the financial services or investment research industry.
• Experience working in a startup or rapidly evolving environment, demonstrating flexibility and resilience.

Skills & tools

• Excellent written and verbal communication skills, with the ability to engage effectively with internal teams and external partners.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Ability to quickly learn and adapt to new tools such as Jira, Confluence, Mixpanel, and Smartsheet.
• Strong organizational and multitasking skills, with a focus on detail and accuracy.
• Analytical skills, with the ability to interpret data and generate insights.
• Customer-focused mindset with a proactive approach to problem-solving.

Practical notes

PitchBook offers a comprehensive benefits package, including health insurance, paid time off, and opportunities for professional development. We are committed to creating an inclusive environment where all employees can thrive and grow. We encourage applications from individuals who are eager to contribute to our mission, bring innovative ideas, and develop their careers within our organization. This role provides a unique chance to work on impactful projects that influence our platform and customer success, all within a dynamic and supportive team environment.