Customer Success Manager, PitchBook

$110k

Plus shared ownership employee stock program and an annual on target variable commission of fully ramped representative meeting expectations: $20,000

Tableau

Excel

Salesforce

Junior and Mid level

New York

Private capital marekt intelligence platform

Job no longer available

Private capital marekt intelligence platform

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Job no longer available

$110k

Plus shared ownership employee stock program and an annual on target variable commission of fully ramped representative meeting expectations: $20,000

Tableau

Excel

Salesforce

Junior and Mid level

New York

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. If this sounds like you, join us!
Bachelor’s degree preferred
2+ years of customer success management or account management experience
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
They will maintain relationships with key contacts, encourage engagement with underutilized product elements, and drive client retention and expansion
Achieve retention and expansion goals measured quarterly while providing excellent support to clients
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 Catalyst and Tableau to effectively manage client relationships 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
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, PitchBook 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 (3.2)

Company

Funding (2 rounds)

Jan 2016

$10m

SERIES B

Sep 2009

$3.8m

SERIES A

Total funding: $13.8m

Company HQ

Central Business District, Seattle, WA

Leadership

Rod Diefendorf

(President & COO)

Prior to joining PitchBook in 2016, Rod spent over 5 years at Archeo, Marchex as an SVP/GM of Publishing and as the COO.

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