Small Medium Business Account Manager, PitchBook
$110k
Plus annual on target variable commission of fully ramped representative meeting expectations: $25,000. PitchBook currently has no cap on commission and commission is determined by individual performance
Private equity & venture capital database
Job no longer available
Private equity & venture capital database
1001+ employees
Job no longer available
$110k
Plus annual on target variable commission of fully ramped representative meeting expectations: $25,000. PitchBook currently has no cap on commission and commission is determined by individual performance
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
- Bachelor’s degree or equivalent experience required
- 2+ years of sales or account management experience
- Proven ability to close deals with relevant stakeholders and oversee the end-to-end sales process
- Prior experience with Salesforce or similar CRM to forecast sales and maintain updated records of client interactions
- Excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills and comfortable to engage a diverse array of clients
- Interest in the private equity and venture capital marketplace preferred
- 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
- Possess strong negotiation skills, persistence, and resiliency
- 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
- 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!
- The Account Manager, Small Medium Business (SMB) manages PitchBook’s small, medium business customer relationships, working to build a sales strategy that leads to retention, renewals, and customer satisfaction
- They are dedicated to maximizing the value their clients receive from PitchBook by building relationships with key decision makers and are responsible for all aspects of their clients’ experience with PitchBook and will onboard, train, engage, grow, and renew their book of clients
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s key Small Medium Business clients via in-person meetings, phone, and/or email
- Achieve retention and sales goals measured monthly and quarterly while providing excellent client support
- Identify opportunities to retain and grow existing user base within portfolio of accounts to achieve and consistently exceed retention and sales goals
- Develop and own retention strategy; define growth goals and execution plans to increase engagement and footprint with Small Medium Business clients and anticipate future needs
- Act as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform
- Onboard new users and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client
- Conduct formal business reviews with each client designed to measure renewal probability, 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
- Efficiently and thoroughly manage your pipeline and oversee the renewal and upgrade process with each assigned account
- Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
- Use Gong regularly to review client calls, provide product feedback, and self-evaluate
- Work continuously to document the details of each client interaction in Salesforce in order to improve the customer information and drive retention
- Drive engagement with clients through personally crafted sequences and/or marketing provided materials via Highspot
- Utilize Outreach to assist in regular and timely communication with clients as needed
- Participate in monthly Small Medium Business meetings to share learnings, success stories, and to improve processes
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
- 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
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
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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