Inside Sales Representative (Outbound)

• Account Development Representative Responsibilities
• 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 Pitch Book 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!

• Pitch Book’s Account Development Representatives (ADRs) are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts
• Account Development Representatives work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories
• This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth
• While Account Development Representatives don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach
• Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement
• Drive outbound prospecting and manage inbound account leads to create qualified opportunities for Account Managers and Business Development Representatives, ensuring a steady flow of high-quality pipeline that supports sales goals
• Conduct discovery calls and thoroughly qualify prospects before handoff to ensure strong fit and conversion potential
• Meet or exceed monthly and quarterly quotas for qualified opportunities and pipeline contribution
• Work with Account Managers, Business Development Representatives, and Customer Success Managers on a fixed book of accounts to build pipeline and drive growth through coordinated strategies
• Support stalled opportunities by expanding account engagement and nurturing momentum through the funnel
• Research accounts and territories to uncover new contacts, decision-makers, and growth opportunities
• Use tools like Linked In Sales Navigator, Outreach. io, and Highspot to craft tailored messaging that resonates with prospects
• Maintain accurate records in Salesforce to ensure visibility and smooth progression of opportunities
• Review interactions in Gong, share insights, and refine strategies to improve effectiveness
• Build expertise in Pitch Book’s offerings and the private capital markets to deliver value in every interaction
• Actively contribute to our company’s vision and culture, serving as a role model and helping to create a positive, high-performing team environment
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Qualifications

• Tenacious and goal-oriented; can work effectively as part of a group
• Ability to operate with a strong sense of urgency and deliver results
• 1+ years of outbound prospecting experience
• A client first attitude and love to engage prospective new users for account growth
• Bachelor’s degree
• Team player with the desire to try new ideas in order to achieve greater levels of success
• Excellent verbal and written communication skills with a keen eye for detail
• 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
• Prior experience with Salesforce or similar CRM preferred
• Comfortable to engage with a diverse array of clients
• Interested in financial markets or services, particularly private equity and venture capital
• Terrific prioritization skills to manage your sales pipeline
• #J-18808-Ljbffr