Manager of Customer Success, PitchBook

West Coast

$155k

+ Shared ownership employee stock program. Annual on target variable commission of fully ramped representative meeting expectations: $20,000 PitchBook currently has no cap on commission and commission is determined by individual performance

Excel

Senior and Expert level

San Francisco Bay Area

More information about location

5 days a week in office

Private equity & venture capital database

Job no longer available

Private equity & venture capital database

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Job no longer available

$155k

Excel

Senior and Expert level

San Francisco Bay Area

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

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you
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 required
4+ years of experience in either account management, customer success, or sales
2+ years as a team lead or manager
Team player who enjoys working as part of a global and close-knit team
Excellent written and oral communication skills with a keen eye for detail
Relentless drive to ensure “Customers Are King"
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 seeks a leader to serve as a Manager for the West Coast Customer Success Management team. This Manager will be responsible for leading the team to achieve performance goals, ensure ongoing knowledge development across the team, and drive customer adoption
Inspire and lead Customer Success Managers to achieve customer adoption and engagement goals by creating an environment that empowers personal and organizational growth
Identify and drive key objectives and results for a team of Customer Success Managers
Hold their team of Customer Success Managers accountable to standard operating procedures
Continuous innovation in value creation and implementation of PitchBook into each customer’s workflow
Cross collaborate with other departments from Product to Research to provide actionable feedback and help innovate our internal processes
Encourage their team to collaborate across the global team to discuss and respect diverse perspectives
Participate and contribute to Customer Success and Sales Leadership meetings
Align with Account Management around cross-sell, up-sell, and focus on new customer onboarding
Grow the Customer Lifetime Value of our clients
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested

Application process

During an initial phone screen, the team will discuss expectations for this specific position

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.

Salary benchmarks

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