Principal Product Manager, Deal Sourcing

Seattle, Washington, United States

As a member of the Product and Engineering team at Pitch Book, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. You will champion client needs, advocate for innovative solutions, and identify new opportunities to elevate Pitch Book's capabilities.

Additionally, you will mentor team members within the Product organization and help foster a culture of growth and excellence.

• Define the AI product vision, strategy, and roadmap to increase adoption and engagement of Pitch Book products among users.
• Identify opportunities for product innovation and differentiation by working backwards from the customer journey.
• Manage the product lifecycle from ideation to launch to end-of-life.
• Collaborate with design, engineering, data science, and adjacent product teams.
• Actively define product roadmap prioritization and create business cases for new opportunities.
• Define and own measurable business and customer outcomes for your product area; set success metrics, monitor performance, and ensure product work drives demonstrable impact.
• Collaborate with engineering to understand system architecture and dependencies; evaluate technical feasibility and make informed trade‑offs between complexity, scalability, and timeline.
• Partner with design to evaluate solutions against UX principles, identify experience gaps, and advocate for intuitive, accessible product experiences.
• Establish and maintain structured customer feedback loops, synthesizing insights from user interviews, support tickets, customer success, and analytics to ensure real customer needs drive product decisions.
• Support the vision and values of the company through role modeling and encouraging desired behaviors.
• Participate in various company initiatives and projects as requested.

• Bachelor’s degree in Computer Science, Finance, or related field. Post‑graduate degrees or certifications are preferred.
• 8+ years of experience as a product manager or in a role with similar impact.
• 8+ years of customer‑driven product management experience creating product strategy, roadmaps, aligning stakeholders, and setting product vision.
• Experience influencing senior and executive leadership through data‑driven insights.
• Experience in data products, analytics platforms, or B2B SaaS , CAIA, or financial‑industry experience is preferred.
• Ability to communicate complex ideas with clarity and conviction; crafts compelling narratives tailored to diverse audiences, from engineers to executives.
• Proven ability to collaborate with clients and cross‑functional teams to drive user‑centric product innovation.
• Self‑directed: sets and meets deadlines, multi‑tasks, and prioritizes in a fast‑paced environment.
• Strong bias for action and a proactive mindset toward problem‑solving.
• Track record of mentoring product managers and contributing to team growth and PM craft.
• Ability to leverage tools (SQL, Tableau, financial modeling tools, Mix Panel, Full Story) to analyze data and drive informed product decisions.
• Solid understanding of the convergence of private and public markets and a passion for staying ahead of industry trends.
• Familiarity with system architecture concepts, data pipelines, and the ability to partner effectively with engineering on technical trade‑offs.
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future.

Physical Health

• 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
• Dependent Care FSA
• Employee referral bonus program
• Quarterly team building events
• Shared ownership employee stock program
• Monthly transportation stipend

Compensation

• Annual base salary: $175,076–$237,475
• Target annual bonus percentage: 15%

At the heart of our company is a belief in the power of in‑person collaboration. This role is expected to be in the office five days a week.

The job conditions for this position are standard office setting. Employees use PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Pitch Book is an equal‑opportunity employer. We do not discriminate on the basis of protected class status under any applicable law.