PitchBook

Account Manager

San Francisco, California, United States

Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, SoftwareIndustries

Requirements

Candidates should possess a strong attitude, a willingness to roll up their sleeves, and a people-first approach. A contagious positivity and insatiable curiosity are valued traits, as is a commitment to embracing change and continuous improvement.

Responsibilities

The Account Manager will manage PitchBook’s core customer relationships, build a sales strategy focused on expansion, renewals, and customer satisfaction, and identify growth opportunities within existing client accounts. They will also establish lasting relationships with key decision-makers, conduct client demonstration sessions, collaborate with Customer Success Managers, and ensure client retention and growth.

Skills

Sales
Relationship Management
Client Communication
Account Management
Business Development
Client Retention

PitchBook

Provider of private market data insights

About PitchBook

PitchBook provides detailed information and insights on private market data, focusing on venture capital, private equity, and mergers and acquisitions (M&A). Its main product is the PitchBook Platform, which consists of various software applications that allow users to access a vast database of information about companies, deals, investors, and funds. This platform is subscription-based, meaning clients pay for different levels of access based on their needs. PitchBook stands out from competitors by offering comprehensive data that is essential for investment professionals, business executives, and advisors, particularly in Europe and North America. The company's goal is to empower its clients to make informed investment decisions and stay updated on market trends.

Key Metrics

Seattle, WashingtonHeadquarters
2007Year Founded
$13.4MTotal Funding
ACQUISITIONCompany Stage
Quantitative Finance, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Flexible work program
Generous PTO
Paid sick days
Company-wide days off
Learning & development opportunities
401k & company matching
Medical, dental and vision insurance
HSA+FSA Accounts
Paid parental leave
Transportation stipend
Team building & company-wide events

Risks

Leadership transition risk as founder John Gabbert steps down from CEO role.
Increased competition from platforms like Intapp's DealCloud challenges PitchBook's market position.
Potential over-reliance on the North American market exposes PitchBook to regional downturns.

Differentiation

PitchBook offers comprehensive data on venture capital, private equity, and M&A.
The PitchBook Platform provides award-winning software applications for unparalleled data insights.
PitchBook serves a diverse clientele, including investment professionals and business executives.

Upsides

Increased demand for ESG data presents a new expansion opportunity for PitchBook.
The rise of SPACs creates a market for SPAC-related insights on PitchBook's platform.
Growing interest in secondary market transactions could expand PitchBook's database offerings.

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