At a Glance
- Tasks: Drive outbound prospecting and manage inbound leads to create qualified opportunities.
- Company: Join PitchBook, a dynamic company that values innovation and collaboration.
- Benefits: Enjoy private medical insurance, paid sabbaticals, and generous annual leave.
- Other info: Great career growth opportunities in a supportive and engaging environment.
- Why this job: Be part of a fun, energetic team while making a real impact on client success.
- Qualifications: Bachelor’s degree and 1+ years of outbound prospecting experience required.
The predicted salary is between 30000 - 40000 £ per year.
Pitch Book, a Morningstar company, is a place where we innovate, evolve, and invest in ourselves to bring out the best in everyone.
Our culture is deeply collaborative and thrives on excitement, energy, and fun that reverberates throughout the organization.
We offer extensive learning programs and mentorship opportunities to foster curiosity and continuous improvement.
We embrace ambiguity, take risks, fail fast, and pursue excellence together.
About The Role
As a member of the Account Management & Customer Success team, you will thrive on embracing change and your commitment to ensuring our customers’ success.
You will work closely with Account Managers, Business Development Representatives, and Customer Success Managers to uncover growth within existing clients and identify new opportunities across target territories.
Your focus will be on driving early‑stage pipeline within core accounts through outbound prospecting, inbound lead follow‑up, and strong discovery and qualification.
- Primary Job Responsibilities
- 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 the 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
Skills And Qualifications
- Bachelor’s degree
- 1+ years of outbound prospecting experience
- Client‑first attitude and love to engage prospective new users for account growth
- Prior experience with Salesforce or similar CRM preferred
- Excellent verbal and written communication skills with a keen eye for detail
- Interest in financial markets or services, particularly private equity and venture capital
- Ability to operate with a strong sense of urgency and deliver results
- Terrific prioritization skills to manage your sales pipeline
- Comfortable engaging with a diverse array of clients
- Tenacious and goal‑oriented; can work effectively as part of a group
- Team player with the desire to try new ideas to achieve greater levels of success
- Proficiency with the Microsoft Office suite including Outlook, Word, and Excel; ability to learn 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 Pitch Book
- 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
- Please be aware the above benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of employment.
- Working Conditions
This role is expected to be in the office 5 days a week.
The work setting is a standard office environment with use of PC and phone on an ongoing basis.
Limited corporate travel may be required to remote offices or other business meetings and events.
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StudySmarter Expert Advice🤫
We think this is how you could land Account Development Represenative in London
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Account Development Represenative at Pitchbook, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Pitchbook. Tailor your message to explain why you’re drawn to them and how you can contribute as a Account Development Represenative. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Account Development Represenative in London
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Pitchbook:When writing your cover letter, make sure to tailor your message specifically for Pitchbook. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Pitchbook
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Pitchbook that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Pitchbook that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Pitchbook’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
