Sr. Program Manager, Solutions

About the Role

The Segments and Solutions team plays a critical coordination role across the organization—aligning Sales, Customer Success, Product, Marketing, Solutions, Partnerships, PIRG, Data Operations, and Rev Ops around unified goals. By driving focus, enabling cross‑functional execution, and translating strategy into measurable impact, the team ensures that each segment receives a cohesive, intentional, and high‑performing experience from Pitch Book. In short, they are accountable for accelerating growth, strengthening market position, and ensuring we consistently deliver value to the clients within their vertical.

The Program Manager, Solutions acts as the strategic right hand to the Solution’s organization’s leadership team—driving alignment, clarity, and execution across multiple departments. This role ensures that segment leaders, client solutions leaders, data operations, commercial, marketing, partnership, and product teams operate in lockstep, delivering a unified, effective experience for internal and external stakeholders.

This leader will translate executive priorities into actionable plans, manage the rhythm of business, and ensure cross‑functional teams are focused on what matters most. From quarterly business reviews and customer advisory boards to operational governance and reporting, this role creates the structure and discipline that enables predictable outcomes and exceptional stakeholder engagement.

The ideal candidate is a trusted advisor and operator—someone who thrives in ambiguity, brings order to complexity, and ensures the organization is always two steps ahead. They combine strategic thinking with flawless execution, acting as the connective tissue between leadership and the teams that deliver results.

• Serve as a strategic partner to solutions leadership, ensuring priorities are clear and execution is disciplined
• Own the rhythm of business for the solutions organization, including annual planning, quarterly reviews, and executive reporting
• Translate strategic objectives into operational plans, driving alignment across segment leaders and connected teams
• Design and implement scalable processes that improve efficiency, predictability, and collaboration
• Lead cross-functional initiatives that accelerate growth and remove operational friction
• Act as the connective tissue between all internal stakeholders. Represent the program for segment and client solutions leadership
• Oversee data ingestion and reporting frameworks for internal and client‑facing initiatives
• Facilitate customer advisory boards and manage client‑facing engagements to strengthen relationships and deliver strategic outcomes
• Own and maintain program documentation, governance artifacts, and reporting standards
• Champion a culture of accountability, transparency, and collaboration
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

• 8+ years of experience in commercial operations, business management, or strategic planning, ideally in a SaaS or high‑growth environment
• Proven ability to operate as a trusted advisor to senior executives
• Expertise in planning, forecasting, and operational governance
• Strong understanding of sales and customer success motions
• Exceptional communication and stakeholder management skills
• Comfortable navigating ambiguity and driving clarity in a matrixed organization
• Ability to balance strategic thinking with operational execution
• Proficiency with Microsoft Office suite and CRM/Project management tools
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance

• 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…