Account Manager, PitchBook
Middle Market
$95k
Annual on target variable commission of fully ramped representative meeting expectations: $60,000, PitchBook currently has no cap on commission
More information about location
3+ days a week in office
Private equity & venture capital database
Be an early applicant
Private equity & venture capital database
1001+ employees
Be an early applicant
$95k
Annual on target variable commission of fully ramped representative meeting expectations: $60,000, PitchBook currently has no cap on 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
- Bachelor’s degree preferred
- 2+ years of sales or account management experience in SaaS or technology
- 1+ years of experience with account renewals
- Proven ability to close complex 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, Middle Market manages PitchBook’s key middle tier customer relationships
- They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction
- The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers
- Achieve sales and retention goals measured quarterly while providing excellent support to clients
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s key middle market clients via in-person meetings, phone, and/or email
- Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
- Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with middle market clients over a multi-year time horizon
- Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach
- Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
- Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education
- Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
- Use Salesforce to effectively manage client relationship through client interactions, account mapping, pipeline, and task management
- Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
- 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
- Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
- Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
- Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
- 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
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
Some candidates hear
back within 2 weeks
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 values
- Customers are King: We only succeed when our clients do - and that drives us. We seek to understand our client's needs, both internally and externally
- Excellence as a State of Mind: We hold high standards. We set and conquer aggressive goals - executing on details
- Embrace and Drive Change: We challenge the status quo and embrace the better way
- Focus on Focus: We never lose sight of what's important. We focus on the actions that create success
- Make it fun: We positively impact our coworkers and clients. We work hard and make it fun too
Company HQ
Central Business District, Seattle, WA
Articles
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.
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