Account Executive, PitchBook

$120-160k

+ Shared ownership employee stock program and Annual on target variable commission of fully ramped representative meeting expectations: $150,000

Salesforce

Hubspot

Flow

Apollo

Mid and Senior level

New York

5 days a week in office

Private equity & venture capital database

Be an early applicant

Private equity & venture capital database

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Be an early applicant

$120-160k

+ Shared ownership employee stock program and Annual on target variable commission of fully ramped representative meeting expectations: $150,000

Salesforce

Hubspot

Flow

Apollo

Mid and Senior level

New York

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

This role requires individuals highly skilled at identifying opportunities, building trust with investors (our customers), and navigating complex sales cycles
Success in this role requires financial acumen, particularly in private credit, private equity and venture capital, as well as the ability to engage in sophisticated conversations with fund managers and investment professionals
Bachelor’s degree, commonly in economics, finance, and related majors
3+ years of full-cycle sales experience, preferably in financial technology or alternative investments
Strong understanding of private credit, private equity, and venture markets, with the ability to engage in financial discussions with investors
Proven ability to independently prospect, build relationships, and drive deals without a steady flow of inbound leads
Experience leading product demonstrations and proof-of-concept (POC) engagements with strong technical aptitude
Excellent communication and negotiation skills with a consultative approach to selling
Entrepreneurial mindset and comfortable working in a fast-moving and cross-functional environment
Proficiency in CRM and prospecting tools (Hubspot, Salesforce, Clay, Apollo), with the ability to learn new systems quickly
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook

What the job involves

PitchBook’s Account Executive (AEs) supports our Lumonic subsidiary and closes new business within the alternative investment industry
This full-cycle sales role requires an entrepreneurial approach to prospecting and relationship-building with leads coming from a variety of different channels
Additionally, the Account Executive role will develop strong technical product knowledge and be responsible for independently conducting product demonstrations, leading proof-of-concept (POC) engagements, and showcasing Lumonic’s value proposition
You'll proactively identify and pursue new business opportunities within the alternative investment space, including private credit, private equity, and venture capital markets
Build and maintain strong relationships with fund managers, investment professionals, and key stakeholders, developing trust and credibility through industry expertise and consultative selling
Independently conduct product demonstrations and proof-of-concept (POC) engagements, showcasing Lumonic’s platform
Develop deep technical product knowledge to effectively articulate Lumonic’s capabilities and address client-specific needs, including handling technical questions throughout the sales process
Work cross-functionally with the implementation, customer, and product teams to ensure smooth client onboarding and ongoing platform adoption
Collaborate closely with leaders and sales colleagues to refine messaging, identify strategic opportunities, and contribute to the company’s overall growth strategy
Own the entire sales cycle, from initial outreach and discovery to contract negotiation and closing, ensuring a seamless handoff to the implementation team
Adapt and iterate on sales strategies, leveraging data-driven insights and experimenting with new approaches to optimize conversion rates
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

Recognising 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 (3.5)

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

Rod Diedendorf

(President & COO)

also a Member of the Advisory Board at USC Wrigley Institute for Environment and Sustainability and Strategic Advisor at MyNeighbour. Previously COO at Archeo and was the CEO of Idearc Media.

Salary benchmarks

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