Customer Success Associate, PitchBook

$70k

+ Shared ownership employee stock program; Annual on target variable commission of fully ramped representative meeting expectations: $25,000

Excel

Salesforce

Outreach

Junior and Mid level

New York

More information about location

4-5 days a week in office

Private equity & venture capital database

Open for applications

Private equity & venture capital database

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Open for applications

$70k

+ Shared ownership employee stock program; Annual on target variable commission of fully ramped representative meeting expectations: $25,000

Excel

Salesforce

Outreach

Junior and Mid level

New York

More information about location

4-5 days a week in office

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

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.

Job

Company

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
1+ years of sales or business development experience
Client first attitude and love to engage prospective new users for account expansion
Prior experience with Salesforce or similar CRM preferred
Excellent verbal and written communication skills with a keen eye for detail
Interested in financial markets or services, particularly private equity and venture capital
Ability to operate with a strong sense of urgency and deliver results
Terrific prioritization skills to manage your sales pipeline
Comfortable to engage with a diverse array of clients
Tenacious and goal-oriented and can work effectively as part of a group
Team player with the desire to try new ideas in order to achieve greater levels of success
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
Account Associates work on accounts that are of strategic importance to PitchBook and will work with a team to complete account expansion related activities
The Customer Success Associate will develop a deep knowledge of the accounts they support, their client’s industry/sector as well as their business needs, partnering with their Account Manager to grow these accounts over time
Achieve demo volume goals measured at a monthly cadence while providing an excellent experience for target customers
Act as a consultant and display a positive and empathetic attitude - taking the time to understand your clients’ needs and business priorities in order to present relevant use cases
Work closely with Account Managers to build pipeline, routing qualified opportunities to the appropriate Account Manager for further development
Manage your inbound pipeline efficiently and work to recognize growth opportunities and enable new business within existing accounts
Work with a strong sense of urgency to meet and exceed daily and monthly KPIs, which translates into high daily activity
Work continuously to document the details of each potential client interaction in Salesforce in order to improve the customer experience and drive deal closure
Drive engagement with clients through personally crafted sequences and/or marketing provided materials via Highspot
Effectively prospect new accounts as needed, creatively leveraging LinkedIn Sales Navigator
Research accounts to identify key decision makers and collaborate effectively with them
Connect with prospects through written and verbal communication in order to book demos, generate interest, and gain commitment
Utilize Outreach to assist in regular and timely communication
Use Gong regularly to review client interactions with Account Managers
Develop expertise about the PitchBook Platform, our clients, and their business needs
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
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

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

Glassdoor (4)

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 HQ

Central Business District, Seattle, WA

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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