Account Manager at PitchBook

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Data AnalyticsIndustries

Requirements

Ability to embrace and drive change with a commitment to growth and improvement
Continual learning mindset, curiosity to explore new ideas, and willingness to challenge the status quo
Strong focus on customer success and building trusting relationships with teammates, customers, and partners
Contagious positivity, insatiable curiosity, and people-first attitude
Good attitude and willingness to roll up sleeves to get things done
Proficiency with tools including Catalyst, Salesforce, Tableau, Gong, Highspot, LinkedIn Navigator

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 relationships 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 relationships 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

Skills

Key technologies and capabilities for this role

Account ManagementCustomer SuccessSales StrategyClient Relationship ManagementRenewalsExpansionCustomer Satisfaction

Questions & Answers

Common questions about this position

What is the salary or compensation for the Account Manager role?

This information is not specified in the job description.

Is this Account Manager position remote or does it require office work?

This information is not specified in the job description.

What key skills are needed for the Account Manager role?

Key skills include building sales strategies for expansion and renewals, acting as primary client contact via meetings, phone, and email, identifying growth opportunities, developing long-term strategies, conducting consultative demonstrations, and collaborating with Customer Success team members.

What is the company culture like at PitchBook?

PitchBook has a deeply collaborative culture that thrives on excitement, energy, and fun, with extensive learning programs, mentorship, and a focus on curiosity, teamwork, challenging the status quo, taking risks, and a people-first attitude.

What makes a strong candidate for the Account Manager position?

Strong candidates embrace change, show commitment to growth, have insatiable curiosity, a people-first attitude, contagious positivity, and a good attitude with willingness to roll up sleeves to get things done.

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.

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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