Manager of Customer Success Development, PitchBook
East Coast
$96-145k
OTE
$95k
BASE
PitchBook currently has no cap on commission and commission is determined by individual performance
More information about location
5 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
$96-145k
OTE
$95k
BASE
PitchBook currently has no cap on commission and commission is determined by individual performance
More information about location
5 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
- Bachelor’s degree
- 2+ years of professional management or team lead experience, ideally in a sales capacity
- A good candidate for the role is someone who has personal experience exceeding sales quotas through grit and creative thinking
- Experience in developing cold calling and prospecting skills and methodologies
- Previous experience building relationships with internal management
- Experience with Salesforce or a similar CRM, as well as Outreach or other workflow tools
- Willingness to learn our sophisticated yet elegant SaaS-based platform
- Superior written and verbal communication skills
- Recruiting and team development experience
- 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
- PitchBook’s Manager, East Coast Customer Development is responsible for leading the day-to-day team activity in achieving sales goals, ensuring ongoing knowledge development across the team, and training Customer Success Associates to be impactful
- Ultimately, the East Coast Customer Success Development Manager leads a high-performing team of New York Customer Success Associates with an emphasis on ongoing professional development
- Lead and inspire the New York Customer Success Associate team to consistently exceed sales goals through hands-on coaching, motivation, and team development
- Inspire a supportive team culture aligned with company values, cultivating an environment that empowers individual and team success
- Conduct regular team meetings to share best practices, review metrics, reinforce expectations, and promote continuous learning
- Support new hires thorough onboarding and learning path completion, setting them up for success from day one
- Set clear team objectives and key results, aligning CSA goals with broader account growth targets
- Take ownership of team outcomes, tracking progress and providing leadership with regular performance updates
- Hold consistent 1:1s with each team member to discuss performance, strategic goals, coaching needs, and career development
- Use data to monitor performance, diagnose challenges, and provide targeted coaching on pipeline management and opportunity creation
- Coach team members to enhance productivity by effectively managing lead flow, tracking weekly activities, and upholding high standards in lead qualification to drive quality opportunities and maximize conversions
- Ensure team adherence to standard operating procedures and role expectations, maintaining high quality in all activities
- Partner with Account Management leadership to align CSA activities with account growth strategies, ensuring coordinated efforts across teams
- Participate actively in Account Management & Customer Success Leadership meetings, offering insights and driving alignment on account growth strategies
- 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.
Salary benchmarks
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