Account Manager

At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. 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, Core manages PitchBook's key middle tier 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 clientsAct as primary point of contact and business partner for a dedicated portfolio of PitchBook's key middle market clients via in-person meetings, phone, and / or emailIdentify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goalsDevelop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with middle market clients over a multi-year time horizonConduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approachWork collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunitiesGo above and beyond to ensure customer satisfaction with quarterly business reviews and continual product educationEfficiently and thoroughly manage your pipeline and oversee the end to end sales cycleUse Salesforce to effectively manage client relationship through client interactions, account mapping, pipeline, and task managementDrive engagement with prospective clients through personally crafted sequences and / or marketing provided materials via HighspotUse Tableau to effectively manage client relationship through call logging, usage data monitoring, and task managementUse Gong regularly to review client calls, provide product feedback, and self-evaluateEffectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and othersParticipate in monthly global account manager meetings to share learnings, success stories, and to improve processesAdhere to Salesforce best practices and understand the importance of data hygiene and pipeline managementSupport the vision and values of the company through role modeling and encouraging desired behaviorsParticipate in various company initiatives and projects as requestedSkills and Qualifications : Bachelor's degree preferred2 years of sales or account management experience in SaaS or technology1 years of experience with account renewalsProven ability to close complex deals with relevant stakeholders and oversee the end to end sales processPrior experience with Salesforce or similar CRM to forecast sales and maintain updated records of client interactionsExcellent verbal and written communication skills with a keen eye for detailExemplary presentation skills and comfortable to engage a diverse array of clientsInterest in the private equity and venture capital marketplace preferredCurious, able, and interested to learn about client needsOrganized with terrific prioritization skillsSelf-motivated, persistent, and goal-oriented attitude and can work effectively as part of a teamPossess strong negotiation skills, persistence, and resiliencyProficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easilyBenefits Compensation at PitchBook : Physical HealthComprehensive health benefitsAdditional medical wellness incentives STD, LTD, AD&D, and life insuranceEmotional HealthPaid sabbatical program after four yearsPaid family and paternity leave Annual educational stipendAbility to apply for tuition reimbursementCFA exam stipend Robust training programs on industry and soft skills Employee assistance programGenerous allotment of vacation days, sick days, and volunteer days Social HealthMatching gifts programEmployee resource groups Subsidized emergency childcare Dependent Care FSA Company-wide events Employee referral bonus program Quarterly team building events Financial Health401k matchShared 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.CompensationAnnual base salary : $110,000Annual on target variable commission of fully ramped representative meeting expectations : $45,000PitchBook currently has no cap on commission and commission is determined by individual performanceWorking 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 3 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.#LI-AD2

Salary : $45,000 - $110,000