Data Operations Team Lead

At PitchBook, 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:

At PitchBook, we believe that the Data Operations team plays a vital role in setting us apart from our competitors. We take immense pride in providing top-quality data to our customers, while also being accountable, collaborative, and receptive to feedback. Our team members are highly engaged, detail-oriented, and always eager to learn and grow as our industry evolves.

Our reputation for excellence is a direct result of our deep commitment to building the world's best private market database, and we recognize the importance of investing in our team members from day one. That's why we offer specialized training and a mentorship program that is tailored specifically to the needs of the Data Operations team.

We value and celebrate the diverse perspectives, talents, and experiences of our team members and recognize the importance of building trust and strong cross-functional partnerships. If you're looking for a challenging and rewarding opportunity to take your career to new heights, we invite you to join us at PitchBook.

PitchBook’s Data Operations Team Lead manages a team of Data Operations Associates, Sr. Associates, and Leads. They work to improve and validate the data being utilized in the PitchBook Platform. The Data Operations Team Lead is responsible for the operations of specific datasets, ensuring the data meets PitchBook’s high quality standards while continually increasing the efficiency, productivity, and data integrity of their team.

Primary Job Responsibilities:

• Manage and drive the operations of a team to continuously improve the quality and quantity of data in the PitchBook platform
• Ensure all new team members are successfully onboarded
• Maintain a regular cadence of 1:1s with each team member to recap performance, identify improvement opportunities, and support career development
• Be the authoritative point person on your dataset; demonstrating exceptional knowledge of PitchBook products, our industry, and client base
• Responsible for compiling market intelligence on the competitive position of all datasets under your purview and driving internal communication of those findings throughout the organization
• Gather team feedback and utilize PowerBI reports to identify root causes of systemic data problems and drive operational, methodology, and RTS Database optimization
• Work closely with our Data Operations team in Mumbai, coordinating workflow operations for all datasets under your purview to ensure SLAs and KPIs are met across all processes
• Partner with your Operations Manager to provide support, communication, and updates for all datasets under your purview across PitchBook departments
• Own logic-based systems for improving quality and eliminating errors such as Task Manager alerts, error queries, QA Checker, and Skynet
• Demonstrate expert knowledge in one of PitchBook’s core research areas of private equity, venture capital, M&A, or institutional investors by researching, collecting, and entering data for all datasets under your purview into the Research Tool Suite (RTS)
• Maintain up-to-date documentation of relevant research processes, training materials, methodologies, and Research Tool Suite tool changes
• Participate in recruiting and hiring efforts, including phone screens and on-site interviews
• Leverage our in-house database, business intelligence reports, and other technology-based tools to ensure that proprietary data is audited and added to the PitchBook Platform efficiently while adhering to complex research tracking methodologies to ensure that data is of the utmost quality
• Responsible for maintaining a standardized monthly/quarterly business review for all datasets under your purview
• Roll out methodology updates and process changes/improvements with necessary documentation
• Provide training and ramping support to new members of the team, both locally and abroad
• Maintain accountability for the client request pipeline for all datasets under your purview
• Regularly collaborate with the broader organization to develop and improve processes, tools, and methodologies, identifying and driving opportunities to improve upon the core quality metrics (comprehensiveness, accuracy, and timeliness)
• Communicate effectively and efficiently with your team and other stakeholders to provide updates on project progress, address roadblocks, and celebrate wins
  
• 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:

• Bachelor’s degree
• 2+ years of previous experience in operations, program, or process management
• Demonstrated ability to provide support and mentor junior team members
• Exemplary verbal and written communication skills; comfortable to engage a diverse array of audiences
• Ability to operate with a strong sense of urgency and deliver results
• Self-motivated, goal-oriented attitude and can work effectively as an individual or as part of a team
• Ability to interface with clients to support our Sales and Customer Success teams as needed
• Interest in financial markets or services, particularly private equity and venture capital
• Analytical and process-oriented with a dedication to continuous improvement
• Ability to problem solve and use judgment to make decisions within ambiguous research situations
• Approach each task with an entrepreneurial spirit and intellectual curiosity
• Strong organization skills with attention to detail
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily 

Benefits at PitchBook:

Physical Health            

• Private medical insurance
• Additional medical wellness incentives 
• Private life insurance

Emotional Health 

• Parental leave 
• Education subsidies
• Robust training programs on industry and soft skills 
• Generous allotment of vacation days, sick days, and volunteer days 

Social Health 

• Employee resource groups
• Company-wide events
• Employee referral bonus program  
• Quarterly team building events

Financial Health 

• Retirement contributions via CPF
• Shared ownership employee stock program 
• Transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

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.

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