Product Manager II, Sales & CS Platform

The Product Manager II, Sales & Customer Success Platform at PitchBook will deeply understand the needs and workflows of internal customers, prioritize the product roadmap, and deliver innovative solutions. Key responsibilities include developing functional specifications for tool and workflow changes, tracking KPIs to gauge the platform's success, and implementing best practices to drive efficiency.

To excel as a Product Manager II at PitchBook, candidates should possess a Bachelor's degree in a relevant field, with at least 3 years of product management experience. Familiarity with sales tools such as Salesforce and experience with product management methodologies are also important for this role.

The role of Product Manager II at PitchBook requires proficiency in product management tools like JIRA and Confluence, along with a solid understanding of data integration and management. Familiarity with Salesforce, Gong, and other sales tools is essential for success in this position.

The Product Manager II plays a crucial role in revenue operations at PitchBook by optimizing sales processes and enhancing platform functionalities. By ensuring that the Sales & Customer Success Platform meets business objectives and compliance standards, this role directly contributes to the company's financial success.

The work environment for the Product Manager II at PitchBook is collaborative and vibrant. Employees typically work in the office 3 days a week, fostering teamwork and innovation. The office culture is recognized for its focus on inclusion, creativity, and professional development.

When prioritizing features for the Sales & Customer Success Platform, I focus on understanding internal customer needs and aligning those with business objectives. I use a combination of stakeholder input, data analysis, and feedback to create a roadmap that addresses key pain points and drives measurable outcomes.

A successful project I led involved implementing a new CRM tool. By gathering input from sales and customer success teams, I created a functional requirements document that guided our engineers. The project resulted in a 30% increase in team efficiency, demonstrating the importance of collaboration in product management.

I embrace ambiguity by establishing a clear vision and breaking down complex tasks into manageable parts. Communicating often with stakeholders helps to clarify objectives and align on priorities, allowing us to navigate uncertainty while maintaining progress.

I utilize a variety of methods to gather customer feedback, including surveys, one-on-one interviews, and behavior analytics. Additionally, I encourage regular interaction with users through focus groups to gain diverse insights that inform product decisions.

To ensure compliance, I collaborate closely with legal and compliance teams during the product development process. I stay updated on regulations and best practices, integrating compliance checks into our product milestones to mitigate risks effectively.

I have extensive experience using JIRA for task management, sprint planning, and backlog prioritization. It helps me track progress, assign tasks to team members, and ensure that all features align with the overall product strategy.

When evaluating tools and technologies for sales needs, I conduct a market analysis, comparing features, scalability, and integration capabilities. Gathering feedback from end-users also plays a critical role in my decision-making process.

I measure success through established KPIs such as user engagement, conversion rates, and customer feedback. Post-launch analytics are essential to understanding overall product impact and guiding future enhancements.

Collaboration with cross-functional teams is central to my role. I facilitate regular meetings, maintain open lines of communication, and establish clear goals, ensuring all team members are aligned and contributing effectively to product outcomes.

My passion for being a Product Manager stems from my love for solving problems and creating meaningful solutions. I enjoy the challenge of translating customer needs into features that enhance user experience, driving both satisfaction and business success.