Job Title

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:The Revenue Operations team is responsible for creating, maintaining, and continually improving PitchBook's systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, IT to drive efficiency, accuracy, and revenue growth.As a Product Owner within the Revenue Operations team at PitchBook, you'll play a crucial role in translating automation, workflow, and integration requirements into actionable work for our engineering team members. Your primary responsibility will be to bridge the gap between business requirements and code development, ensuring that all aspects of the requirements are meticulously covered in the proposed solution. You'll serve as the Product Owner for the team, taking ownership of the backlog, creating user stories, and ensuring that acceptance criteria for each work item are met. This role demands strong analytical skills, a deep understanding of finance technologies, and the ability to communicate effectively across different teams.Primary Job Responsibilities:Collaborate with the manager to understand automation, workflow, and integration requirements. Work closely with technical resources to decompose requirements into features and tasks, ensuring alignment with the team's objectivesTranslate business requirements into detailed user stories, acceptance criteria, and technical specificationsServe as the Product Owner for the team, owning and managing the backlog, prioritizing features, and ensuring timely deliveryParticipate in sprint planning, grooming sessions, demos, and retrospectives to refine the backlog and improve team efficiencyAct as a liaison between business stakeholders and technical teams, ensuring clear communication and understanding of requirementsConduct thorough analysis of existing finance technologies and processes to identify areas for improvement and optimizationCollaborate with cross-functional teams to implement finance technology solutions that drive business growth and efficiencyProvide sprint reporting to the Product Manager and Technical Program Managers to understand delivery and team velocityStay updated on industry trends and best practices in finance technology, bringing innovative ideas to the teamSupport the vision and values of the company through role modeling and encouraging desired behaviorsParticipate in various company initiatives and projects as requestedSkills and Qualifications:Bachelor's degree or equivalent experience preferred3+ years of experience as a Business Analyst, Product Owner or similar role, preferably in finance or sales technology or software development.Strong understanding of CRM systems (e.g., Salesforce, CPQ) and ERP systems (Oracle)Excellent analytical and problem-solving skills, with a keen attention to detailProficiency in Agile methodologies, with experience in managing backlogs and sprint planningExperience with Jira and Confluence including writing JQL and writing documentationHands-on