Account Manager

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 clients
Act as primary point of contact and business partner for a dedicated portfolio of PitchBook's core clients via in‑person meetings, phone, and/or email
Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
Develop and own the long‑term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi‑year time horizon
Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach
Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
Go above and beyond to ensure customer satisfaction with business reviews and continual product education
Efficiently and thoroughly manage your pipeline and oversee the end‑to‑end sales cycle
Use Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task management
Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
Use Gong regularly to review client calls, provide product feedback, and self‑evaluate
Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
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 sales or account management experience
Proven ability to close complex deals with relevant stakeholders and oversee the end‑to‑end sales process
Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
Excellent verbal and written communication skills with a keen eye for detail
Exemplary presentation skills and comfortable to engage a diverse array of clients
Interest in the private equity and venture capital marketplace preferred
Curious, able, and interested to learn about client needs
Organized with terrific prioritization skills
Self‑motivated, persistent, and goal‑oriented attitude and can work effectively as part of a team
Possess strong negotiation skills, persistence, and resiliency
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
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
Compensation
Annual base salary: $115,500 - $115,500
Annual on target variable commission of fully ramped representative meeting expectations: $45,000
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 ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

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