Sales Engineer

Applied Intuition Inc.; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services company in Greater London is seeking an Account Management & Customer Success professional who excels at driving change and ensuring customer satisfaction. In this role, you will provide technical support related to API and data feed solutions while collaborating with Sales and Product teams. Ideal candidates have over 3 years in sales or customer success roles, strong project management skills, and a proactive attitude. The position requires onsite presence 5 days a week.

Benefits

Private medical insurance

Life cover

Paid parental leave

Employee stock program

Transportation stipend

Qualifications

• 3+ years of experience in sales/solutions engineering, customer success, or technical sales.
• Experience in financial markets industry or technical skills.
• Ability to manage multiple stakeholders and work cross-functionally.

Responsibilities

• Provide technical expertise to clients regarding data feed and API solutions.
• Collaborate with Sales and Customer Success teams.
• Provide ongoing support for clients' technical needs.

Skills

Sales/solutions engineering

Customer success

Technical sales

Project management

Collaboration

Education

3+ years of relevant experience

Tools

Salesforce

Microsoft Office

Jira

Confluence

Job description

At PitchBook, 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, PitchBook is the place for you.

About the Role:

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

PitchBook’s Sales Engineer provides support to our Sales and Customer Success teams as well as our clients related to our API and data feed solutions. Our Sales Engineer can easily navigate the technical aspects of our API and data feed products and effectively communicate how these products work to our clients or prospects. This role also provides ongoing technical support to clients related to our API and data feed products.

Primary Job Responsibilities:

• Provide pre- and post-sales technical expertise as well as ongoing consultation to PitchBook clients and prospects related to our customer-facing data feed and API solutions
• Partner with PitchBook’s Sales and Customer Success teams to determine and implement technical solutions for clients and prospects
• Coordinate with Product, Technology, and IT teams to effectively communicate to clients and prospects how the PitchBook Platform features, functionality, processes, and underlying technologies work
• Partner with remote development teams to build client solutions for PitchBook’s data feed and API products
• Manage a queue of client or prospect requests for technical solutions and specs
• Provide support to clients with installing and troubleshooting our PitchBook Excel plug-in and PitchBook Apps for CRMs such as Salesforce, Microsoft Dynamics, etc., including editing page layouts and assigning correct permissions
• Work collaboratively with Product teams to share customer feedback and suggestions
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Skills and Qualifications:

• 3+ years of experience in sales/solutions engineering, customer success, or technical sales
• Must have experience in at least two of the following areas: financial markets industry knowledge, strong technical skills, or sales/customer success expertise. This experience should enable effective collaboration with large-scale enterprise clients, including major investment banks, Big 4 consulting firms, or Fortune 500 companies
• Ability to manage multiple stakeholders and work in cross-functional teams, demonstrating strong project management and organizational skills
• Experience using CRM tools (e.g., Salesforce) and familiarity with the sales pipeline, emphasizing the ability to help drive sales processes and track engagement
• Proficiency with the Microsoft Office suite and project management and collaboration tools (e.g., Jira, Confluence), with a demonstrated ability to quickly learn new software and systems
• Strong desire and ability to learn more about the private equity, venture capital, private credit, and M&A marketplaces and understand how each of our diverse client types engages with our product and data
• Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future

Benefits at PitchBook:

Physical Health

• Private medical insurance
• Additional medical wellness incentives
• Life cover

Emotional Health

• Paid sabbatical program after four years
• Paid parental leave
• Robust training programs on industry and soft skills
• Minimum 25 days annual leave and volunteer days

Social Health

• Employee resource groups
• Employee referral bonus program
• Quarterly team building events
• Income protection
• Shared ownership employee stock program
• Transportation stipend

I have removed information that is not essential for the role and kept the legally required equal opportunity statement: PitchBook is an equal opportunity employer and is dedicated to inclusive hiring.

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. We are a office-first organization and being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. This role is expected to be in the office 5 days a week.

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

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

Is any current Morningstar or PitchBook employee either your family member or romantic partner? If yes, please include the employee's name. PitchBook is an office-first environment. Most roles are expected to be onsite full-time. Are you able to comply with onsite expectations?

By submitting my information to PitchBook, I agree to PitchBook's privacy policy (linked below).

As an equal opportunity employer, PitchBook is dedicated to inclusive hiring. Answering the following questions will help us to ensure we are carrying out equitable and fair hiring practices.

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