Client Success Portfolio Manager
Included HealthSalary not specified
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FinTechIndustries
Requirements
- Bachelor’s degree preferred
- 2+ years of customer success management or account management experience
- Fluency in Japanese and English
- Excellent verbal and written communication skills with a keen eye for detail
- Enjoys relationship building
Responsibilities
- Achieve retention and expansion goals measured quarterly while providing excellent support to clients
- Act as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform
- Onboard new clients, identify client goals, and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client
- Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle
- Conduct formal business reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction, and to provide continual product education
- Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
- Engage regularly with Account Managers to strategize on account retention and growth opportunities
- Use Catalyst and Tableau to effectively manage client relationships through call logging, usage data monitoring, and task management
- Work continuously to document the details of each client interaction in Catalyst to improve customer information and drive retention
- Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot
- Comprehend and demonstrate why and how each of our client types engages with our product and our data
- 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
Customer Success
Account Management
Relationship Management
Strategic Accounts
Platform Optimization
Industry Knowledge
Client Support
SaaS
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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