Customer Success Manager

At PitchBook, a Morningstar company, we are always looking forward. We 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 create a culture of curiosity that pushes us to find new solutions and better ways of doing things. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

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.

Primary Job 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 PitchBook.
• Onboard new clients, identify client goals, and conduct training sessions, including in‑person sessions, designed to meet each client’s business needs.
• Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle.
• Conduct formal business reviews with each client to measure renewal probability, goal achievement, and satisfaction, and to provide continual product education.
• Serve as an advocate for clients by analyzing customer health and usage data to identify trends and opportunities for adoption improvement.
• Engage regularly with Account Managers to strategize on account retention and growth opportunities.
• Use Catalyst and Tableau to manage client relationships through call logging, usage data monitoring, and task management.
• Document all client interactions in Catalyst to improve customer information and drive retention.
• Drive engagement with clients through personalized emails and marketing materials via Highspot.
• Comprehend and demonstrate how each client type engages with our product and 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 and Qualifications

• Bachelor’s degree preferred.
• 2+ years of customer success or account management experience.
• Italian or German proficiency preferred.
• Excellent verbal and written communication skills with a keen eye for detail.
• Enjoys relationship building and comfortable engaging with a diverse array of clients to learn their business needs and provide value.
• Exemplary presentation skills.
• Appreciation for the private equity and venture capital marketplace and the ability to learn and demonstrate how clients can benefit from new product features and data.
• Curious, willing, and interested in learning about client needs.
• Organized with terrific prioritization skills.
• Self‑motivated, persistent, and goal‑oriented; can work effectively as part of a team.
• Proficiency with Microsoft Office (Outlook, Word, Excel) and ability to pick up new systems and software easily.
• Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future.

Benefits at PitchBook

• Physical Health: Private medical insurance, dental scheme, additional medical wellness incentives, life cover.
• Emotional Health: Paid sabbatical program after four years, paid parental leave, education subsidies, robust training programs on industry and soft skills, minimum 25 days annual leave and volunteer days.
• Social Health: Employee resource groups, company‑wide events, employee referral bonus program, quarterly team building events.
• Financial Health: 10% pension contribution, income protection, shared ownership employee stock program, transportation stipend.

Note: the above benefit offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Working Conditions

This role is expected to be in the office five days a week. Employees will use PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. If you are concerned that you might not meet every requirement, we encourage you to still apply – you might be the right candidate for this or other roles at PitchBook.

Seniority Level: Entry level

Employment Type: Full-time

Job Function: Other

Industries: Venture Capital and Private Equity Principals