Account Manager

Join PitchBook, a Morningstar company, where we innovate, evolve, and invest in ourselves to bring out the best in everyone. We foster a collaborative culture that thrives on excitement, energy, and fun. Our extensive learning programs and mentorship opportunities create a culture of curiosity that drives us to find new solutions and better ways of doing things.

As a member of our Account Management & Customer Success team, you will embrace and drive change while ensuring continuous growth and improvement. You will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration, encouraging strong, trusting relationships with teammates, customers, and partners.

The Account Manager manages PitchBook’s core customer relationships, building a sales strategy that leads to expansion, renewals, and customer satisfaction. Responsibilities include:

• Achieving sales and retention goals measured quarterly while providing excellent support to clients.
• Acting as the primary point of contact for a dedicated portfolio of PitchBook’s core clients via in-person meetings, phone, and/or email.
• Identifying growth opportunities to expand the existing user base within a portfolio of accounts.
• Developing and owning the long-term strategy; defining growth goals and execution plans.
• Conducting client demonstration sessions to highlight how the PitchBook platform addresses account needs.
• Collaborating with designated Customer Success Managers and Associates to strategize on account retention and growth opportunities.
• Ensuring customer satisfaction through business reviews and continual product education.
• Managing your pipeline and overseeing the end-to-end sales cycle.
• Using Catalyst and Salesforce to manage client relationships effectively.
• Driving engagement with prospective clients through crafted sequences and marketing materials.
• Using Tableau for call logging, usage data monitoring, and task management.
• Reviewing client calls and providing product feedback using Gong.
• Prospecting new accounts creatively leveraging various channels.
• Participating in monthly global account manager meetings to share learnings and improve processes.
• Adhering to Salesforce best practices and understanding the importance of data hygiene.
• Supporting the vision and values of the company through role modeling and encouraging desired behaviours.
• Participating in various company initiatives and projects as requested.

Skills and Qualifications:

• Bachelor’s degree preferred.
• 2+ years of sales or account management experience.
• Proven ability to close complex deals and oversee the end-to-end sales process.
• Prior experience with Catalyst, Salesforce, or similar CRM.
• Excellent verbal and written communication skills with attention to detail.
• Exemplary presentation skills and comfort engaging diverse clients.
• Interest in the private equity and venture capital marketplace preferred.
• Organised with strong prioritisation skills.
• Self-motivated, persistent, and goal-oriented.
• Strong negotiation skills and resilience.
• Proficiency with Microsoft Office suite.
• Must be authorised to work in the United Kingdom without the need for visa sponsorship.

Benefits at PitchBook include:

• Private medical insurance.
• Dental scheme.
• Life cover.
• Paid sabbatical program after four years.
• Paid parental leave.
• Education subsidies.
• Minimum 25 days annual leave and volunteer days.

This role is expected to be in the office 5 days a week, in a standard office setting. Employees use PC and phone throughout the day, with limited corporate travel required.

We are consistently recognised as a Best Place to Work, believing that people do and create great things. We encourage diverse points of view and foster a sense of belonging within PitchBook.

If you might not meet every requirement, we encourage you to still apply as you may be the right candidate for this or other roles at PitchBook.