Senior Product Marketing Manager, Funds

$140,000 - $160,000/Yr

Morningstar - New York, NY

Full-time - Mid Level

New York, NY

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

The Product Marketing Manager for the Funds business at PitchBook plays a crucial role in driving product adoption and engagement across the customer lifecycle. This position is responsible for leading large-scale, multi-channel product launches and cross-functional initiatives that maximize market impact and showcase PitchBook's value in the private and public capital markets. The role requires close collaboration with various teams to develop effective go-to-market strategies and ensure alignment across all channels.

Responsibilities

• Package key features and functions of the PitchBook platform by understanding target personas' use cases and workflows.
• Develop persuasive messaging and positioning framework to support all channel activities, including internal enablement and customer-facing content.
• Manage large-scale launch programs, collaborating with Marketing leads to ensure cohesive execution and alignment with broader brand campaigns.
• Monitor and optimize launch performance while sharing actionable insights across the company.
• Identify opportunities to run relaunch activations.
• Define compelling product positioning and messaging that resonates with target customers and differentiates PitchBook in the marketplace.
• Leverage domain knowledge, customer feedback, internal expertise, and pipeline analytics to refine messaging frameworks, value propositions, use cases, and competitive plays.
• Develop and maintain a comprehensive bill of materials to inform positioning, messaging, and competitive strategies across the company.
• Develop and execute GTM plans for new product launches and sales programs, identifying target customer segments, develop positioning strategies, and craft messaging frameworks.
• Collaborate cross-functionally to align on product priorities and ensure consistency in messaging and positioning.
• Partner with Marketing's various functional and channel leads to best leverage the available channel mix and partner on decisions to achieve launch program objectives and KPIs.
• Use customer insights and market research to inform go-to-market strategies and product roadmaps.
• Work with Enablement, New Sales, Customer Success, and Learning & Development to create educational content and trainings, effective sales plays, and sales collateral to support sales, renewal, and expansion activities.
• Collaborate with New Sales and Customer Success leadership to achieve pipeline goals by refining messaging and driving differentiation.
• Conduct in-depth competitive analyses to understand the market landscape, identify opportunities, and mitigate potential threats.
• Discover new opportunities for your domain and customer segments through market research, learnings from past launch programs, and promotion of new product and service features.
• Monitor industry trends, competitors, and emerging technology relevant to your domain and customer segments.
• Support the vision and values of the company through role modeling and encouraging desired behaviors.
• Participate in various company initiatives and projects as requested.

Requirements

• Bachelor's degree
• 7+ years of B2B product marketing experience, preferably in SaaS
• Financial services experience, particularly in asset management, is a plus
• Demonstrated ability to lead effective product launch and relaunch programs, contributing to improved market position and revenue growth
• Strong analytical skills with the ability to extract data-driven insights and present them clearly to various internal audiences
• Skilled in managing stakeholders across departments to achieve shared goals
• A critical thinker with strong problem-solving abilities who is comfortable working through ambiguity to find solutions
• Excellent attention to detail, organizational skills, and a strong sense of urgency to ensure timely follow-through
• Exceptional written and verbal communication skills
• Ability to manage multiple projects simultaneously in a fast-paced environment, maintaining a high level of attention to detail
• A resourceful self-starter who is comfortable with ambiguity and adaptable to change
• Collaborative, team-oriented, and able to thrive in a dynamic and evolving environment
• Experience with marketing automation (preferably Marketo), CRM (preferably Salesforce), web analytics, and business intelligence tools (preferably Tableau)
• 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.

Nice-to-haves

• Experience in asset management
• Familiarity with competitive analysis tools
• Knowledge of customer journey mapping
• Experience in creating educational content for sales teams.

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.