Customer Success Associate, PitchBook
$95k
OTE
$70k
BASE
+ Uncapped commission + Stock options
Private equity & venture capital database
Job no longer available
Private equity & venture capital database
1001+ employees
Job no longer available
$95k
OTE
$70k
BASE
+ Uncapped commission + Stock options
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
- 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!
- Bachelor’s degree or equivalent experience required
- 1+ years of previous outbound prospecting experience
- Client first attitude and love to engage prospective new users for account expansion
- 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 and 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
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
- Customer Success Associates work on accounts that are of strategic importance to PitchBook and will work with a team to complete account expansion related activities
- The Customer Success Associate will develop a deep knowledge of the accounts they support, their client’s industry/sector as well as their business needs, partnering with their Account Manager to grow these accounts over time
- Achieve demo volume goals measured at a monthly cadence while providing an excellent experience for target customers
- Act as a consultant and display a positive and empathetic attitude - taking the time to understand your clients’ needs and business priorities in order to present relevant use cases
- Work closely with Account Managers to build pipeline, routing qualified opportunities to the appropriate Account Manager for further development
- Manage your inbound pipeline efficiently and work to recognize growth opportunities and enable new business within existing accounts
- Work with a strong sense of urgency to meet and exceed daily and monthly KPIs, which translates into high daily activity
- Work continuously to document the details of each potential client interaction in Salesforce in order to improve the customer experience and drive deal closure
- Drive engagement with clients through personally crafted sequences and/or marketing provided materials via Highspot
- Effectively prospect new accounts as needed, creatively leveraging LinkedIn Sales Navigator
- Research accounts to identify key decision makers and collaborate effectively with them
- Connect with prospects through written and verbal communication in order to book demos, generate interest, and gain commitment
- Utilize Outreach to assist in regular and timely communication
- Use Gong regularly to review client interactions with Account Managers
- Develop expertise about the PitchBook Platform, our clients, and their business needs
- 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
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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