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

Excel

Salesforce

Outreach

Senior and Expert level

New York

More information about location

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

$96-145k

OTE

$95k

BASE

PitchBook currently has no cap on commission and commission is determined by individual performance

Excel

Salesforce

Outreach

Senior and Expert level

New York

More information about location

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

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

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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