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 Account Development Representatives 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 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
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

Compensation

Annual base salary: $105,000-$105,000

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 on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Public Burden Statement
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Voluntary Self-Identification of Disability
Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability? A disability is a condition that substantially limits one or more of your "major life activities." If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)

Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS

Blind or low vision

Cancer (past or present)

Cardiovascular or heart disease

Celiac disease

Cerebral palsy

Deaf or serious difficulty hearing

Diabetes

Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders

Epilepsy or other seizure disorder

Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome

Intellectual or developmental disability

Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD

Missing limbs or partially missing limbs

Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports

Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)

Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities

Partial or complete paralysis (any cause)

Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema

Short stature (dwarfism)

Traumatic brain injury

Equal Employment Opportunity Policy
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.

Protected Veteran Categories
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 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.

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