Customer Success Manager, PitchBook
$106-125k
OTE
$105k
BASE
+ Shared ownership employee stock program
More information about location
3+ days a week in office
Private equity & venture capital database
Be an early applicant
Private equity & venture capital database
1001+ employees
Be an early applicant
$106-125k
OTE
$105k
BASE
+ Shared ownership employee stock program
More information about location
3+ days a week in office
1001+ employees
Company mission
To provide thousands of global business professionals with comprehensive data on the private and public markets to help them discover and execute opportunities with confidence.
Role
Who you are
- A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members
- Bachelor’s degree preferred
- 2+ years of customer success management or account management experience
- Prior experience with Gainsight or similar customer success management software
- Excellent verbal and written communication skills with a keen eye for detail
- Enjoys relationship building and comfortable to engage a diverse array of clients to learn their business needs and provide value
- Exemplary presentation skills
- An appreciation for the private equity and venture capital marketplace and the ability to learn and demonstrate how clients can benefit from engaging with new product features and new data
- Curious, able, and interested to learn about client needs
- Organized with terrific prioritization skills
- Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team
- 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
What the job involves
- 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
- The Customer Success Manager supports accounts that are of strategic importance to PitchBook and works with a team to complete all account-related requests and activities
- They will develop a deep knowledge of their clients’ industries, sectors, and strategic business needs and help optimize usage of the PitchBook platform
- Achieve Net Renewal Rate goals measured quarterly while providing excellent support to clients
- They will maintain relationships with key contacts, encourage engagement with underutilized product elements, and drive client retention and expansion
- Act as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform
- Onboard new clients and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client
- Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle
- Conduct formal business reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction, and to provide continual product education
- Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
- Engage regularly with Account Managers to strategize on account retention and growth opportunities
- Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach
- Use Salesforce and Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
- Work continuously to document the details of each client interaction in Salesforce to improve customer information and drive retention
- Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot
- Utilize Outreach to assist in regular and timely communication with clients as needed
- Comprehend and demonstrate why and how each of our client types engages with our product and our data
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
Our take
Recognizing the need for actionable and extensive intelligence in the private equity sector, PitchBrook was founded in 2007 with the vision to create a resource for comprehensive data, research, and insights spanning the global capital markets.
To address the complexity of these markets, PitchBook has continually expanded its coverage, integrating thousands of datasets and millions of individual insights into its platform. The company's dedication to innovation is evident in the pioneering features and products introduced to surface critical information for its clients.
PitchBook's integration into Morningstar since 2016 has provided a solid foundation for sustained growth and development. The company's commitment to helping clients make informed decisions suggests a future of ongoing evolution and expansion, as it remains at the forefront of providing indispensable resources for navigating the complexities of the global capital markets.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Jan 2016
$10m
SERIES B
Sep 2009
$3.8m
SERIES A
Total funding: $13.8m
Company benefits
- Additional medical wellness incentives
- Paid sabbatical program after four years
- Paid parental leave
- Annual educational stipend
- Robut training programs on industry and soft skills
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
- Shared ownership employee stock program
- Monthly transportation stipend
- Comprehensive health benefits
- STD, LTD, AD&D and life insurance
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Employee assistance program
- Generous allotment of vacation days, sick days and volunteer days
- Matching gifts program
- Subsidized emergency childcare
- Dependent Care FSA
- 401k match
Company values
- Customers are King: We only succeed when our clients do - and that drives us. We seek to understand our client's needs, both internally and externally
- Excellence as a State of Mind: We hold high standards. We set and conquer aggressive goals - executing on details
- Embrace and Drive Change: We challenge the status quo and embrace the better way
- Focus on Focus: We never lose sight of what's important. We focus on the actions that create success
- Make it fun: We positively impact our coworkers and clients. We work hard and make it fun too
Company HQ
Central Business District, Seattle, WA
Articles
Leadership
John Gabbert
(CEO)Previously the Managing Director of Private Markets at Dow Jones. Also spent over 6 years at VentureOne in multiple roles, including Director of Reseach/Operations and VP of Worldwide Research.
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