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. 

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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.

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If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. 

 

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About the Role:

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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!

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The Account Manager, Middle Market 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.

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Primary Job Responsibilities:

\n\nAchieve sales and retention goals measured quarterly while providing excellent support to clients\nAct 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 email\nIdentify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals\nDevelop 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 horizon\nConduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach\nWork collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities\nGo above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education\nEfficiently and thoroughly manage your pipeline and oversee the end to end sales cycle\nUse Salesforce to effectively manage client relationship through client interactions, account mapping, pipeline, and task management\nDrive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot\nUse Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management\nUse Gong regularly to review client calls, provide product feedback, and self-evaluate\nEffectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others\nParticipate in monthly global account manager meetings to share learnings, success stories, and to improve processes\nAdhere to Salesforce best practices and understand the importance of data hygiene and pipeline management\nSupport the vision and values of the company through role modeling and encouraging desired behaviors\nParticipate in various company initiatives and projects as requested\n\n

Skills and Qualifications:

\n\nBachelor’s degree preferred\n2+ years of sales or account management experience in SaaS or technology\n1+ years of experience with account renewals\nProven ability to close complex deals with relevant stakeholders and oversee the end to end sales process\nPrior experience with Salesforce or similar CRM to forecast sales and maintain updated records of client interactions\nExcellent verbal and written communication skills with a keen eye for detail\nExemplary presentation skills and comfortable to engage a diverse array of clients\nInterest in the private equity and venture capital marketplace preferred\nCurious, able, and interested to learn about client needs\nOrganized with terrific prioritization skills\nSelf-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team\nPossess strong negotiation skills, persistence, and resiliency\nProficiency 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\n\n

 

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Benefits + Compensation at PitchBook:

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Physical Health

\n\nComprehensive health benefits\nAdditional medical wellness incentives \nSTD, LTD, AD&D, and life insurance\n\n

 

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Emotional Health

\n\nPaid sabbatical program after four years\nPaid family and paternity leave \nAnnual educational stipend\nAbility to apply for tuition reimbursement\nCFA exam stipend \nRobust training programs on industry and soft skills \nEmployee assistance program\nGenerous allotment of vacation days, sick days, and volunteer days \n\n

 

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Social Health

\n\nMatching gifts program\nEmployee resource groups \nSubsidized emergency childcare  \nDependent Care FSA \nCompany-wide events \nEmployee referral bonus program   \nQuarterly team building events \n\n

 

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Financial Health

\n\n401k match\nShared ownership employee stock program \nMonthly transportation stipend  \n\n

 

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*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.

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Compensation

\n\nAnnual base salary: $95,000\nAnnual on target variable commission of fully ramped representative meeting expectations: $60,000\nPitchBook currently has no cap on commission and commission is determined by individual performance\n\n

 

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Working Conditions:

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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.

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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.

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Life At PB:

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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.

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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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