Account Executive

About the Role
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. It demands individuals who are highly skilled at identifying opportunities, building trust with investors (our customers), and navigating complex sales cycles.

Success in this role requires financial acumen in private credit, private equity, and venture capital, and the ability to engage in sophisticated conversations with fund managers and investment professionals. Additionally, the Account Executive will develop strong technical product knowledge, independently conduct product demonstrations, lead proof‑of‑concept (POC) engagements, and showcase 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 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, or 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 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 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

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

401(k) 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: $120,000–$160,000

Annual on‑target variable commission (fully ramped representative meeting expectations): $150,000

PitchBook currently has no cap on commission; it is determined by individual performance.

Working Conditions
At the heart of our company is a belief in the power of in‑person collaboration. 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 use a PC and phone throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

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