Account Executive New New York, New York, United States
PitchBook Data, New York, New York, us, 10261
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 Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real‑time.
PitchBook’s Account Executive (AE) supports our Lumonic subsidiary and closes new business within the alternative investment industry. This full‑cycle sales role requires an entrepreneurial approach to prospecting and relationship‑building with leads coming from a variety of different channels. This role requires individuals highly skilled at identifying opportunities, building trust with investors (our customers), and navigating complex sales cycles.
Success in this role requires financial acumen, particularly in private credit, private equity and venture capital, as well as the ability to engage in sophisticated conversations with fund managers and investment professionals. Additionally, the Account Executive role will develop strong technical product knowledge and be responsible for independently conducting product demonstrations, leading proof‑of‑concept (POC) engagements, and showcasing Lumonic’s value proposition.
Primary Job Responsibilities
Proactively identify and pursue new business opportunities within the alternative investment space, including private credit, private equity, and venture capital markets
Build and maintain strong relationships with fund managers, investment professionals, and key stakeholders, developing trust and credibility through industry expertise and consultative selling
Independently conduct product demonstrations and proof‑of‑concept (POC) engagements, showcasing Lumonic’s platform
Develop deep technical product knowledge to effectively articulate Lumonic’s capabilities and address client‑specific needs, including handling technical questions throughout the sales process
Work cross‑functionally with the implementation, customer, and product teams to ensure smooth client onboarding and ongoing platform adoption
Collaborate closely with leaders and sales colleagues to refine messaging, identify strategic opportunities, and contribute to the company’s overall growth strategy
Own the entire sales cycle, from initial outreach and discovery to contract negotiation and closing, ensuring a seamless handoff to the implementation team
Adapt and iterate on sales strategies, leveraging data‑driven insights and experimenting with new approaches to optimize conversion rates
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
Bachelor’s degree, commonly in economics, finance, and related majors
3+ years of full‑cycle sales experience, preferably in financial technology or alternative investments
Strong understanding of private credit, private equity, and venture markets, with the ability to engage in financial discussions with investors
Proven ability to independently prospect, build relationships, and drive deals without a steady flow of inbound leads
Experience leading product demonstrations and proof‑of‑concept (POC) engagements with strong technical aptitude
Excellent communication and negotiation skills with a consultative approach to selling
Entrepreneurial mindset and comfortable working in a fast‑moving and cross‑functional environment
Proficiency in CRM and prospecting tools (HubSpot, Salesforce, Clay, Apollo), with the ability to learn new systems quickly
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
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
Dependent Care FSA
Employee referral bonus program
Quarterly team building events
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: $120,000‑$160,000
Annual on‑target variable commission of fully ramped representative meeting expectations: $150,000
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.
Equal Employment Opportunity Statement As set forth in PitchBook Data’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.
A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran’s discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Public Burden Statement According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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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 Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real‑time.
PitchBook’s Account Executive (AE) supports our Lumonic subsidiary and closes new business within the alternative investment industry. This full‑cycle sales role requires an entrepreneurial approach to prospecting and relationship‑building with leads coming from a variety of different channels. This role requires individuals highly skilled at identifying opportunities, building trust with investors (our customers), and navigating complex sales cycles.
Success in this role requires financial acumen, particularly in private credit, private equity and venture capital, as well as the ability to engage in sophisticated conversations with fund managers and investment professionals. Additionally, the Account Executive role will develop strong technical product knowledge and be responsible for independently conducting product demonstrations, leading proof‑of‑concept (POC) engagements, and showcasing Lumonic’s value proposition.
Primary Job Responsibilities
Proactively identify and pursue new business opportunities within the alternative investment space, including private credit, private equity, and venture capital markets
Build and maintain strong relationships with fund managers, investment professionals, and key stakeholders, developing trust and credibility through industry expertise and consultative selling
Independently conduct product demonstrations and proof‑of‑concept (POC) engagements, showcasing Lumonic’s platform
Develop deep technical product knowledge to effectively articulate Lumonic’s capabilities and address client‑specific needs, including handling technical questions throughout the sales process
Work cross‑functionally with the implementation, customer, and product teams to ensure smooth client onboarding and ongoing platform adoption
Collaborate closely with leaders and sales colleagues to refine messaging, identify strategic opportunities, and contribute to the company’s overall growth strategy
Own the entire sales cycle, from initial outreach and discovery to contract negotiation and closing, ensuring a seamless handoff to the implementation team
Adapt and iterate on sales strategies, leveraging data‑driven insights and experimenting with new approaches to optimize conversion rates
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
Bachelor’s degree, commonly in economics, finance, and related majors
3+ years of full‑cycle sales experience, preferably in financial technology or alternative investments
Strong understanding of private credit, private equity, and venture markets, with the ability to engage in financial discussions with investors
Proven ability to independently prospect, build relationships, and drive deals without a steady flow of inbound leads
Experience leading product demonstrations and proof‑of‑concept (POC) engagements with strong technical aptitude
Excellent communication and negotiation skills with a consultative approach to selling
Entrepreneurial mindset and comfortable working in a fast‑moving and cross‑functional environment
Proficiency in CRM and prospecting tools (HubSpot, Salesforce, Clay, Apollo), with the ability to learn new systems quickly
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
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
Dependent Care FSA
Employee referral bonus program
Quarterly team building events
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: $120,000‑$160,000
Annual on‑target variable commission of fully ramped representative meeting expectations: $150,000
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.
Equal Employment Opportunity Statement As set forth in PitchBook Data’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.
A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran’s discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Public Burden Statement According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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