Account Executive, PitchBook
Lumonic
$150k
OTE
$100k
BASE
+ Shared ownership employee stock program + Uncapped commission
More information about location
3+ days a week in office
Private equity & venture capital database
Job no longer available
Private equity & venture capital database
1001+ employees
Job no longer available
$150k
OTE
$100k
BASE
+ Shared ownership employee stock program + Uncapped commission
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
- If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you
- This full-cycle sales role requires an entrepreneurial approach to prospecting and relationship-building with leads coming from a variety of different channels
- 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, preferably 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
What the job involves
- PitchBook’s Account Executive (AE) supports our Lumonic subsidiary and closes new business within the alternative investment industry
- 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
- 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
- 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
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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