PitchBook
Join to apply for the
Account Executive, Data Feed & API
role at
PitchBook
1 week ago • Be among the first 25 applicants
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 processes
Partner with PitchBook’s Account Management and Customer Success teams to sell data feed and API solutions to clients and prospects
Proactively explore opportunities to deepen commercial relationships leveraging your knowledge of your customers’ business and data needs
Manage a queue of client or prospect projects and sales opportunities
Accurately forecast opportunity pipeline on a weekly, monthly, and quarterly basis
Drive innovation throughout the department by finding new and creative ways to serve our customers and sell our products
Progressively advance your knowledge and understanding of your customers’ business. This includes general knowledge as well as contemporary themes and topics germane to the industry
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Skills and Qualifications
2+ years previous experience in business development or customer success in a revenue generating/closing role
Experience working with customer‑facing data feed and API solutions and implementation, particularly with RESTful APIs
Experience working in a cross‑functional account management organization with divided responsibilities and defined collaborative workstreams
Willingness to learn database concepts, including but not limited to relational tables, data types, and normalization
Ability to explain technical concepts to non‑technical audiences including methods for fuzzy matching, name matching, and record reconciliation
Both social and technical with the ability to foster relationships with senior level executives
Previous 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 data
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
Proficiency working with Salesforce, Catalyst, and other CRM tools
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook Physical Health
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
Emotional Health
Paid sabbatical program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation days, sick days, and volunteer days
Social Health
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company‑wide events
Employee referral bonus program
Quarterly team building events
Financial Health
401k match
Shared ownership employee stock program
Monthly 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.
Compensation
Annual base salary: $95,000
Annual on target variable commission of fully ramped representative meeting expectations: $88,000
PitchBook currently has no cap on commission and commission is determined by individual performance
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.
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.
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Venture Capital and Private Equity Principals
Referrals increase your chances of interviewing at PitchBook by 2x
#J-18808-Ljbffr
Account Executive, Data Feed & API
role at
PitchBook
1 week ago • Be among the first 25 applicants
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 processes
Partner with PitchBook’s Account Management and Customer Success teams to sell data feed and API solutions to clients and prospects
Proactively explore opportunities to deepen commercial relationships leveraging your knowledge of your customers’ business and data needs
Manage a queue of client or prospect projects and sales opportunities
Accurately forecast opportunity pipeline on a weekly, monthly, and quarterly basis
Drive innovation throughout the department by finding new and creative ways to serve our customers and sell our products
Progressively advance your knowledge and understanding of your customers’ business. This includes general knowledge as well as contemporary themes and topics germane to the industry
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Skills and Qualifications
2+ years previous experience in business development or customer success in a revenue generating/closing role
Experience working with customer‑facing data feed and API solutions and implementation, particularly with RESTful APIs
Experience working in a cross‑functional account management organization with divided responsibilities and defined collaborative workstreams
Willingness to learn database concepts, including but not limited to relational tables, data types, and normalization
Ability to explain technical concepts to non‑technical audiences including methods for fuzzy matching, name matching, and record reconciliation
Both social and technical with the ability to foster relationships with senior level executives
Previous 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 data
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
Proficiency working with Salesforce, Catalyst, and other CRM tools
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook Physical Health
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
Emotional Health
Paid sabbatical program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation days, sick days, and volunteer days
Social Health
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company‑wide events
Employee referral bonus program
Quarterly team building events
Financial Health
401k match
Shared ownership employee stock program
Monthly 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.
Compensation
Annual base salary: $95,000
Annual on target variable commission of fully ramped representative meeting expectations: $88,000
PitchBook currently has no cap on commission and commission is determined by individual performance
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.
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.
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Venture Capital and Private Equity Principals
Referrals increase your chances of interviewing at PitchBook by 2x
#J-18808-Ljbffr