Partnerships Account Manager, PitchBook
$175k
OTE
$105k
BASE
+ Shared ownership employee stock program
More information about location
3+ days a week in office
Private equity & venture capital database
Open for applications
Private equity & venture capital database
1001+ employees
Open for applications
$175k
OTE
$105k
BASE
+ Shared ownership employee stock program
More information about location
3+ 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
- 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
- 3+ years of sales or business development experience
- 3+ years of experience working with investment banking, private equity, venture capital, and/or limited partner clients in a SaaS/data licensing function
- Familiarity with partnership/alliance licensing and go to market structures or eagerness to learn
- Excellent verbal and written communication skills with a keen eye for detail
- Experience with Salesforce or other CRMs
- 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
- 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
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 Partnerships Account Manager is responsible for supporting existing relationships with PitchBook’s partners and operational tracking for our growing partnerships business
- Partnerships are designed to extend PitchBook’s reach and improve the workflows of our clients and include data feed and API licenses and product integrations
- Furthermore, the Partnerships Account Manager is responsible for administering certain named partners’ licensing of PitchBook Platform, Data Feed, API, etc. for internal use
- This role requires someone with strong customer-facing skills, a proactive approach to relationship management, ability to weigh partner requests against PitchBook strategy, tracking of partnership reporting metrics, and an enthusiasm for building relationships within a cross-functional team environment
- Act as primary point of contact for ongoing partnership relationships via in-person meetings, phone, and/or email
- Identify growth opportunities to expand use of PitchBook content to end clients of each relevant partner
- Work collaboratively with Partnerships and Direct Data leaders to strategize on partner account retention and growth opportunities
- Help inform Sales and CS of partnership relationships and field questions as they relate to PitchBook data access through partners
- Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education
- Think strategically about each partner, their end customer, and competitive relationship to PitchBook to maximize the opportunity and minimize risk
- Have an appreciation for the Private Equity/Venture Capital/Allocator marketplace and the ability to learn, comprehend, and demonstrate why and how each of our client types engages with our product and our data
- Work with Direct Data engineering team to ensure delivery and/or integration of optimal data sets and collect partner feedback and trends to identify new data sets to meet partner needs
- Ensure all partnership opportunities are tracked appropriately in Salesforce
- Define requirements for reports and dashboards to benchmark partnership metrics and work with Sales Operations to deliver
- Work with Marketing team to create sales enablement materials for Sales and CS teams, partner marketing materials, and other partnership marketing support
- 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.
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