Manager, Sales Development San Francisco, California, United States
PitchBook Data, San Francisco, CA, United States
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 PitchBook’s Account Development team drives growth through strategic collaboration with Account Managers and Business Development Representatives in our Core segment. ADRs focus on expanding existing client accounts and generating new sales within non-client and prior client accounts, operating as part of a pod structure. This is a highly collaborative effort across the account team, ensuring pipeline creation and progression that leads to revenue growth and deeper client relationships.
PitchBook’s Manager, Account Development manages a team of Account Development Representatives (ADRs) supporting our Core. They are responsible for hiring and onboarding new Account Development professionals, overseeing performance for onboarding reps, supporting ongoing training and development, and addressing day to day needs. This role is responsible for developing high‑performing, value‑driven account development professionals, with a strong focus on continuous growth and professional development.
Primary Job Responsibilities
Lead and inspire a team of Account Development Representatives to consistently exceed sales goals through hands‑on coaching, motivation, and team development
Inspire a supportive team culture aligned with company values, cultivating an environment that empowers individual and team success
Conduct regular team meetings to share best practices, review metrics, and reinforce expectations, promoting continuous learning
Support new hires with thorough onboarding and learning path completion, setting them up for success from day one
Set clear team objectives and key results, aligning Account Development Representative goals with broader account growth targets
Take ownership of team outcomes, tracking progress and providing leadership with regular performance updates
Hold consistent 1:1s with each team member to discuss performance, strategic goals, coaching needs, and career development
Use data to monitor performance, diagnose challenges, and provide targeted coaching on pipeline management and opportunity creation
Coach team members to enhance productivity by effectively managing lead flow, tracking weekly activities, and upholding high standards in lead qualification to drive quality opportunities and maximize conversions
Ensure team adherence to standard operating procedures and role expectations, maintaining high quality in all activities
Partner with the Commercial team leadership to align Account Development Representative activities with account growth strategies, ensuring coordinated efforts across teams
Participate actively in Commercial team leadership meetings, offering insights and driving alignment on account growth strategies
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 of professional management or team lead experience, ideally in a sales capacity
A good candidate for the role is someone who has personal experience exceeding sales quotas through grit and creative thinking
Experience in developing sales reps cold calling and prospecting skills
Experience with tools such as Salesforce, Outreach, and LeanData/BookIt
Possess strong negotiation skills and proven ability to effectively close leads
Interest in financial markets or services, particularly private capital markets
Strong coaching and career development acumen
Uphold organizational expectations of professionalism for both internal and external interactions
Self‑motivated, persistent, and goal‑oriented attitude and can work effectively as part of a team
Ability to operate with a strong sense of urgency and deliver results
Highly curious with a positive attitude
Superior organization and able to effectively manage a large team
High emotional intelligence and able to build trust with a diverse group of employees and stakeholders
Exemplary verbal and written communication skills
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
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation 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: $95,000-$95,000
Annual on‑target variable commission of fully ramped representative meeting expectations: $60,000
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’re 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-AD2
#LI-Onsite
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.
#J-18808-Ljbffr
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 PitchBook’s Account Development team drives growth through strategic collaboration with Account Managers and Business Development Representatives in our Core segment. ADRs focus on expanding existing client accounts and generating new sales within non-client and prior client accounts, operating as part of a pod structure. This is a highly collaborative effort across the account team, ensuring pipeline creation and progression that leads to revenue growth and deeper client relationships.
PitchBook’s Manager, Account Development manages a team of Account Development Representatives (ADRs) supporting our Core. They are responsible for hiring and onboarding new Account Development professionals, overseeing performance for onboarding reps, supporting ongoing training and development, and addressing day to day needs. This role is responsible for developing high‑performing, value‑driven account development professionals, with a strong focus on continuous growth and professional development.
Primary Job Responsibilities
Lead and inspire a team of Account Development Representatives to consistently exceed sales goals through hands‑on coaching, motivation, and team development
Inspire a supportive team culture aligned with company values, cultivating an environment that empowers individual and team success
Conduct regular team meetings to share best practices, review metrics, and reinforce expectations, promoting continuous learning
Support new hires with thorough onboarding and learning path completion, setting them up for success from day one
Set clear team objectives and key results, aligning Account Development Representative goals with broader account growth targets
Take ownership of team outcomes, tracking progress and providing leadership with regular performance updates
Hold consistent 1:1s with each team member to discuss performance, strategic goals, coaching needs, and career development
Use data to monitor performance, diagnose challenges, and provide targeted coaching on pipeline management and opportunity creation
Coach team members to enhance productivity by effectively managing lead flow, tracking weekly activities, and upholding high standards in lead qualification to drive quality opportunities and maximize conversions
Ensure team adherence to standard operating procedures and role expectations, maintaining high quality in all activities
Partner with the Commercial team leadership to align Account Development Representative activities with account growth strategies, ensuring coordinated efforts across teams
Participate actively in Commercial team leadership meetings, offering insights and driving alignment on account growth strategies
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 of professional management or team lead experience, ideally in a sales capacity
A good candidate for the role is someone who has personal experience exceeding sales quotas through grit and creative thinking
Experience in developing sales reps cold calling and prospecting skills
Experience with tools such as Salesforce, Outreach, and LeanData/BookIt
Possess strong negotiation skills and proven ability to effectively close leads
Interest in financial markets or services, particularly private capital markets
Strong coaching and career development acumen
Uphold organizational expectations of professionalism for both internal and external interactions
Self‑motivated, persistent, and goal‑oriented attitude and can work effectively as part of a team
Ability to operate with a strong sense of urgency and deliver results
Highly curious with a positive attitude
Superior organization and able to effectively manage a large team
High emotional intelligence and able to build trust with a diverse group of employees and stakeholders
Exemplary verbal and written communication skills
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
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation 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: $95,000-$95,000
Annual on‑target variable commission of fully ramped representative meeting expectations: $60,000
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’re 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-AD2
#LI-Onsite
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.
#J-18808-Ljbffr