Sales Development Representative, SMB

About the Role:

As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at PitchBook! With our customers' success comes our success, and we are dedicated to providing them with the highest level of service and expertise.

At the core of our business is our commitment to understanding our clients' needs, challenges, and opportunities. As a member of our team, you'll be at the forefront of emerging trends and technologies by working closely with clients to position our products and services in a way that helps them achieve their goals. You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals. We are committed to helping you achieve your personal and professional goals, and we can't wait for you to join the team!

PitchBook's Sales Development Representatives work diligently to engage and convert inbound leads into new sales opportunities for our Sales Team. Sales Development Representatives contribute to the delivery of overall sales goals by engaging warm leads through consistent outreach by way of phone, email, and LinkedIn to book product demos.

Primary Job Responsibilities:

• Achieve outlined goals and key performance indicators while upholding values and providing an excellent experience for prospective customers
• Book qualified product demonstrations for our sales team
• Connect with leads through written and verbal communication
• Utilize tool stack as instructed to work through lead pipeline and maintain accurate records
• Act as a consultant and take the time to understand your prospects needs and business priorities to address appropriately
• Conduct thorough discovery both pre-call and during call
• Complete company and team assigned training
• 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
• Prior sales internship experience preferred but not necessary
• Prior experience with tools such as Salesforce, Outreach, and LeanData/BookIt preferred but not necessary
• Demonstrate fearless curiosity and operate with a strong sense of urgency to deliver results
• Maintain prioritization and organization based on team strategy and goals
• Possess strong negotiation skills to effectively book inbound leads
• Excellent verbal and written communication skills
• A self-starter with a competitive spirit but also team oriented
• Interested in the capital markets
• 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

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

• 401k 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: $65,000
• Annual on target variable commission of fully ramped representative meeting expectations: $27,500
• PitchBook currently has no cap on commission and commission is determined by individual performance

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it's helpful to have some flexibility to work remotely. Most roles work in the office 3 days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 5 days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It's our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we've heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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