Senior Account Development Representative, PitchBook

$75k

Annual on target variable commission of fully ramped representative meeting expectations: $32,500. PitchBook currently has no cap on commission and commission is determined by individual performance. + Shared ownership employee stock program

Salesforce

Outreach

Junior and Mid level

San Francisco Bay Area

More information about location

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

$75k

Salesforce

Outreach

Junior and Mid 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

Bachelor’s degree
2+ years of outbound prospecting experience
A client first attitude and love to engage prospective new users for account growth
Prior experience with Salesforce or similar CRM preferred
Excellent verbal and written communication skills with a keen eye for detail
Interested in financial markets or services, particularly private equity and venture capital
Ability to operate with a strong sense of urgency and deliver results
Terrific prioritization skills to manage your sales pipeline
Comfortable to engage with a diverse array of clients
Tenacious and goal-oriented; can work effectively as part of a group
Team player with the desire to try new ideas in order to achieve greater levels of success
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
If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you
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. Limited corporate travel may be required to remote offices or other business meetings and events

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
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!
PitchBook’s Account Development Representatives are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts
ADRs work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories
This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth
While ADRs don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach
Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement
Drive outbound prospecting and manage inbound account leads to create qualified opportunities for AMs and BDRs, ensuring a steady flow of high-quality pipeline that supports sales goals
Conduct discovery calls and thoroughly qualify prospects before handoff to ensure strong fit and conversion potential
Meet or exceed monthly and quarterly quotas for qualified opportunities and pipeline contribution
Work with AMs, BDRs, and CSMs on a fixed book of accounts to build pipeline and drive growth through coordinated strategies
Support stalled opportunities by expanding account engagement and nurturing momentum through the funnel
Research accounts and territories to uncover new contacts, decision-makers, and growth opportunities
Use tools like LinkedIn Sales Navigator, Outreach.io, and Highspot to craft tailored messaging that resonates with prospects
Maintain accurate records in Salesforce to ensure visibility and smooth progression of opportunities
Review interactions in Gong, share insights, and refine strategies to improve effectiveness
Build expertise in PitchBook’s offerings and the private capital markets to deliver value in every interaction
Actively contribute to our company’s vision and culture, serving as a role model and helping to create a positive, high-performing team environment
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.

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