PitchBook · 4 days ago
Global Segment Leader
PitchBook, a Morningstar company, is dedicated to innovation and collaboration. The Global Segment Leader is responsible for defining and driving PitchBook’s strategy within a specific customer vertical, ensuring organizational alignment and delivering measurable outcomes through cross-functional collaboration.
AnalyticsFinanceVenture Capital
Responsibilities
Identify product capability gaps that would enable deeper penetration and growth within the client segment
Conduct market and client analysis to uncover unmet needs, emerging trends, and competitive threats
Represent PitchBook in client meetings, industry events, and strategic partnerships to strengthen market positioning
Establish structured channels for capturing and synthesizing the voice of the customer at the segment level
Advocate for segment needs in strategic planning and product design forums
Collaborate with Sales leadership to align go-to-market strategies with segment-specific objectives
Set revenue growth and client penetration targets in partnership with Sales and Finance
Define pricing strategies and product packaging approaches in collaboration with Marketing, Finance, and Sales leadership
Ensure segment-specific vision, priorities, and customer needs are documented, communicated, and regularly updated
Provide recommendations for investments, partnerships, or acquisitions to close capability gaps
Monitor and synthesize competitor activity and segment-specific win/loss dynamics
Partner with RevOps and Sales/CS leadership to shape ACV and churn targets, ensuring alignment with market realities
Collaborate with RevOps and regional leaders to define and refine target account lists
Coordinate SME resource allocation with leaders in Solutions, PIRG, Product, and Data Ops to support segment priorities
Represent the segment in company-wide investment and resource allocation decisions alongside the VP of Segment Leadership and CSO
Participate in high-impact client engagements to reinforce PitchBook’s strategic point of view
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Qualification
Required
10+ years in commercial leadership, go-to-market strategy, or industry-specific roles within SaaS, data, or financial services
Deep understanding of private markets; direct experience in the target segment strongly preferred
Proven success in defining and executing segment or vertical strategies with measurable business impact
Strong executive presence; credible with C-suite clients and internal stakeholders
Analytical rigor with the ability to synthesize data, market insights, and customer feedback into actionable strategies
Skilled at influencing across functions without direct authority; highly collaborative operator
Effective at driving cross-functional alignment around strategic initiatives and priorities
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
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits
Comprehensive health benefits
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 volunteer days
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
401k match
Shared ownership employee stock program
Monthly transportation stipend
Company
PitchBook
PitchBook offers financial data and tools on companies, deals, investors, and markets to support sales and business development.
Funding
Current Stage
Late StageTotal Funding
$13.8MKey Investors
Morningstar
2016-10-14Acquired
2016-01-27Series B· $10M
2009-09-25Series A· $3.8M
Leadership Team
Recent News
2026-01-17
2025-12-19
Company data provided by crunchbase