Account Development Manager, Direct Data

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

PitchBook's Account Development Manager (ADM) for Direct Data is responsible for selling PitchBook's API and data feed solutions. The Core Accounts group is the beating heart of our Account Management group, working with thousands of customers across banking, investing, advisory, and other industries. As a part of this team, you will focus on a concentrated vertical of customers to maximize your knowledge and impact on the success of our customers. Direct Data Account Development Managers are tasked with synthesizing the needs expressed by their clients, their knowledge of the client's industry, and the capabilities of PitchBook's data into a solution that creates success for our customers. Account Development Managers work in collaboration with our Direct Data Sales Engineers to customize data feed and API solutions and support customers on the path to value creation with PitchBook data feeds and APIs. Finally, Account Development Managers will partner with the broader Account Management team to ensure thoughtful end-to-end engagement with customers across PitchBook's suite of products and services.

Primary Job Responsibilities:

Consult with PitchBook clients and prospects to determine suitability of our customer-facing data feed and API solutions in their processesPartner with PitchBook's Account Management and Customer Success teams to sell data feed and API solutions to clients and prospectsProactively explore opportunities to deepen commercial relationships leveraging your knowledge of your customers' business and data needsManage a queue of client or prospect projects and sales opportunitiesAccurately forecast opportunity pipeline on a weekly, monthly, and quarterly basisDrive innovation throughout the department by finding new and creative ways to serve our customers and sell our productsProgressively advance your knowledge and understanding of your customers' business. This includes general knowledge as well as contemporary themes and topics germane to the industrySupport 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 previous experience in business development, customer success, and/or marketingExperience working with customer-facing data feed and API solutions and implementation, particularly with RESTful APIsExperience working in a cross-functional account management organization with divided responsibilities and defined collaborative workstreamsWillingness to learn database concepts, including but not limited to relational tables, data types, and normalizationAbility to explain technical concepts to non-technical audiences including methods for fuzzy matching, name matching, and record reconciliationBoth social and technical with the ability to foster relationships with senior level executivesPrevious experience selling to large banking, general partner, limited partner, and non-financial corporate customers. Understand why and how each of our diverse client types engages with our product and dataProficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easilyProficiency working with Salesforce, Catalyst, and other CRM tools

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 Generous allotment of vacation days, sick days, 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.

#LI-Onsite

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