Account Manager, PitchBook

• Bachelor’s degree preferred
• 2+ years of sales or account management experience in SaaS or technology
• 1+ years of experience with account renewals
• Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
• Prior experience with Salesforce or similar CRM to forecast sales and maintain updated records of client interactions
• Excellent verbal and written communication skills with a keen eye for detail
• Exemplary presentation skills and comfortable to engage a diverse array of clients
• Interest in the private equity and venture capital marketplace preferred
• 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
• Possess strong negotiation skills, persistence, and resiliency
• 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
• A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members

• 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 Account Manager, Middle Market manages PitchBook’s key middle tier customer relationships
• They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction
• The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers
• Achieve sales and retention goals measured quarterly while providing excellent support to clients
• Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s key middle market clients via in-person meetings, phone, and/or email
• Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
• Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with middle market clients over a multi-year time horizon
• 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
• Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
• Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education
• Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
• Use Salesforce to effectively manage client relationship through client interactions, account mapping, pipeline, and task management
• Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
• Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
• Use Gong regularly to review client calls, provide product feedback, and self-evaluate
• Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
• Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
• Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
• 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

• 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

Total funding: $13.8m

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.