Sr. Partnerships Manager

At Pitch Book, 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.

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.

If you have a good attitude and are willing to roll up your sleeves to get things done, Pitch Book is the place for you.

Strategic Partnerships support Pitch Book strategic priorities through establishing third party relationships and delivering revenue, exposure, improved market penetration, and/or content to Pitch Book. The team works closely with Pitch Book’s Segments & Solutions, Direct Data, Product, Data Operations, Commercial, Marketing and Research , Rev Ops , Legal, and/or Finance teams to execute on partnership opportunities to maximize the growth of the Pitch Book business.

Partnerships are designed to extend Pitch Book’s reach, establish relationships to improve the workflows of our clients, enrich Pitch Book’s original data and research with differentiated content, and identify strategic investment opportunities. The Senior Partnerships Manager is responsible for the lifecycle of partnership management including the day-to-day management of a portfolio of existing partnerships which may include key channel partners, proactive outreach to prospective partners, and evaluating inbound partnership opportunities.

This role works closely with Strategic Partnerships leadership to contribute to strategic objectives as they relate to partnership opportunities, and with stakeholders across all other departments to define market landscape, assess competitive position, and identify potential partners. This role requires someone with a proactive approach to relationship management, ability to weigh partner interests against Pitch Book strategy, and an expertise in building relationships externally and internally within a cross-functional team environment.

• Lead partner sourcing efforts by identifying and evaluating new data, research, and capability providers aligned with business needs
• Manage ongoing relationships with key partners, ensuring service quality and contract compliance, and proactively identify new potential partnership expansion opportunities
• Oversee contract negotiations, renewals, and amendments in collaboration with Legal and Finance
• Monitor partner performance and usage metrics to inform renewal decisions and identify optimization opportunities
• Suggest partnership marketing programs to expand key partnership opportunities and collaborate with Marketing and GTM teams to support partner-related campaigns and communications
• Maintain a robust pipeline of potential partners and track industry trends to inform partner strategy
• Coordinate quarterly payment cycles and budget tracking for partner contracts
• Provide input into partner-related budgeting and forecasting processes
• 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 or equivalent experience preferred
• 7+ years of account management and/or business development experience
• 7+ years of experience working with financial services clients; experience with Investment Banking, PE, VC, Limited Partner clients a benefit
• Domain expertise in at least one of Pitch Book’s core capabilities (e.g. Funds & Benchmarking, Credit, Equity Research, etc.)
• Prior experience with partnership/alliance licensing and go to market structures strongly preferred
• Exceptional customer-facing skills and experience with key account relationships required
• Ability to gather and…