Sr. Product Manager, GTM Systems

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.

Revenue Operations plays a critical role in ensuring Pitch Book’s financial success by improving the platforms, operations, and intelligence that support our go-to-market teams. This team partners with Marketing, Sales, Customer Success, and Finance to deliver scalable and efficient processes across the entire customer lifecycle — from lead generation through revenue recognition and renewal. Revenue Operations is essential to achieving the company’s revenue and operational goals.

The GTM Systems Product team within Revenue Operations owns the internal product management function for all GTM platforms, functioning as product managers for the systems our commercial teams rely on every day. The team works in close partnership with GTM System Administration, Data & Analytics, and Engineering to drive meaningful, measurable platform improvements.

• Own and drive the GTM Systems product roadmap across Sales, CS, and Marketing platforms, ensuring alignment with business objectives, compliance requirements, and stakeholder priorities
• Develop and maintain a comprehensive GTM platform strategy spanning Salesforce CRM, sales engagement tools (Gong), marketing automation platforms (Marketo), and buyer engagement tools (Qualified, Inflection), along with adjacent integrations
• Lead quarterly and annual planning processes for GTM Systems product investments, translating business strategy into prioritized platform initiatives
• Balance short-term operational improvements with long-term strategic investments, making clear tradeoff decisions when necessary
• Deeply understand the needs, pain points, and day-to-day workflows of internal customers — including Sales, CS, Marketing, and Finance teams — to drive operational efficiency and improved business outcomes
• Serve as a trusted thought partner to senior business stakeholders and executives, translating ambiguous needs into clear product direction and actionable requirements
• Conduct regular discovery sessions, stakeholder interviews, and process reviews to surface opportunities and validate platform initiatives
• Act as the primary liaison between Revenue Operations, Sales, CS, Marketing, Finance, IT, and Engineering — ensuring alignment and clear communication across all work streams
• Develop detailed functional specifications for tool, code/low-code, workflow, and data changes across the GTM platform portfolio
• Write and maintain clear, concise product requirement documentation (PRDs) to guide development teams and ensure alignment with business objectives and user needs
• Partner with engineering and system administrators to manage sprint execution, resolve blockers, and ensure high-quality platform releases
• Evaluate and recommend new tools and technologies to address evolving GTM needs, including CRM, marketing automation (Marketo), sales engagement, and analytics platforms
• Identify opportunities for process improvements across GTM systems and implement best practices for scalability, efficiency, and compliance
• Define, track, and report on KPIs, platform adoption metrics, and usage data to measure impact and guide decision‑making
• Partner with Data & Analytics teams to ensure GTM platforms are instrumented and that data flows accurately across systems
• Stay current with enterprise GTM technologies, SaaS trends, and industry…