Director, Technology Business Operations

• Company-wide events

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.

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. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation.

We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other’s words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth, and business value. We invest heavily in our people, who are eager to learn and constantly improve.

Join our team and grow with us!

• Serve as a thought partner to the EVP, shaping priorities, sequencing big bets, and maintaining a transparent risk & decision log
• Translate strategy into OKRs, KPIs, and investment theses; ensure capacity/headcount plans and budgets align to those bets
• Lead annual and quarterly planning (OKRs, capacity, headcount) and ensure roadmaps across Technology & Engineering functions
• Run the technical RFC process and technology review cadence; drive crisp design‑doc hygiene and decision records
• Partner with platform/data/ML/security leaders to ensure alignment across cloud strategy, data platforms (e.g., Snowflake), AI initiatives, and engineering metrics; elevate trade‑offs to the EVP when needed
• Lead build‑vs‑buy with TCO/ROI, risk, and vendor diligence (with Security/Legal); oversee platform migrations and critical technical partnerships
• Champion engineering health metrics (SLIs/SLOs, DORA, SPACE) and ensure telemetry informs resourcing and priority calls
• Build and run the cadence: weekly staff, technical deep dives, QBRs, leadership offsites; ensure agendas, narratives, and pre‑reads produce decisions
• Improve mechanisms that increase visibility, predictability, and accountability (dashboards, scorecards, postmortems, retros)
• Partner with Technology Operations, Finance, HR, Talent, Procurement, and Program Management on budgets, hiring pipelines, vendor management, and governance
• Maintain the enterprise technology portfolio and critical path; surface dependencies and resolve cross‑team trade‑offs quickly
• Oversee single point of ownership for initiatives
• Ensure oversight of tier‑1 incidents; ensure incident RCAs drive systemic fixes
• Apply Agile, Lean, and Fast‑Flow principles to reduce lead time and improve flow efficiency across teams
• Craft EVP‑level communications: board/exec updates, town halls, technical narratives, and customer‑facing materials; ensure message‑market‑metrics alignment
• Serve as a proxy for the EVP in forums and decision meetings with pre‑agreed authority
• Represent the EVP, Technology in predefined forums (e.g., initiative reviews, architecture boards) and commit to direction when proposals meet agreed criteria
• Approvals:
  Recommend budget trade‑offs and vendor selections
• Lead change‑management initiatives in org design, hiring, and culture; model the company’s values
• Foster belonging, psychological safety, candor, and continuous improvement; promote clear…