Account Manager

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. 

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. 

About the Role:

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 manages PitchBook's core 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.

Primary Job Responsibilities:

Achieve sales and retention goals measured quarterly while providing excellent support to clientsAct as primary point of contact and business partner for a dedicated portfolio of PitchBook's core clients via in-person meetings, phone, and/or emailIdentify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goalsDevelop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizonConduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approachWork collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunitiesGo above and beyond to ensure customer satisfaction with business reviews and continual product educationEfficiently and thoroughly manage your pipeline and oversee the end to end sales cycleUse Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task managementDrive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via HighspotUse Tableau to effectively manage client relationship through call logging, usage data monitoring, and task managementUse Gong regularly to review client calls, provide product feedback, and self-evaluateEffectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and othersParticipate in monthly global account manager meetings to share learnings, success stories, and to improve processesAdhere to Salesforce best practices and understand the importance of data hygiene and pipeline managementSupport the vision and values of the company through role modeling and encouraging desired behaviorsParticipate in various company initiatives and projects as requested

Skills and Qualifications:

Bachelor's degree preferred2+ years of sales or account management experienceProven ability to close complex deals with relevant stakeholders and oversee the end to end sales processPrior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactionsExcellent verbal and written communication skills with a keen eye for detailExemplary presentation skills and comfortable to engage a diverse array of clientsInterest in the private equity and venture capital marketplace preferredCurious, able, and interested to learn about client needsOrganized with terrific prioritization skillsSelf-motivated, persistent, and goal-oriented attitude and can work effectively as part of a teamPossess strong negotiation skills, persistence, and resiliencyProficiency 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

Benefits at PitchBook:

Physical Health

Private medical insuranceDental schemeAdditional medical wellness incentives Life cover

Emotional Health 

Paid sabbatical program after four yearsPaid parental leave Education subsidiesRobust training programs on industry and soft skills Minimum 25 days annual leave and volunteer days

Social Health 

Employee resource groupsCompany-wide eventsEmployee referral bonus program  Quarterly team building events

Financial Health 

10% Pension contributionIncome protectionShared ownership employee stock program Transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It's our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we've heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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