Account Development Representative
The Account Development Representative (ADR) at PitchBook Data is a pivotal role within the Account Management & Customer Success team, focusing on generating qualified opportunities and driving early-stage pipeline growth within core accounts. This position involves close collaboration with Account Managers and Business Development Representatives to identify and capitalize on growth opportunities within existing client relationships. PitchBook Data, a Morningstar company, is renowned for its comprehensive financial data and analysis, serving professionals in the private capital markets.
Key responsibilities include conducting outbound prospecting and managing inbound leads to create a steady flow of high-quality opportunities that support sales goals. The ADR will perform discovery calls, thoroughly qualify prospects, and ensure a strong fit before handing off to account teams. Meeting or exceeding monthly and quarterly quotas for qualified opportunities and pipeline contribution is essential. Additionally, the role involves researching accounts and territories to uncover new contacts and decision-makers, utilizing tools like LinkedIn Sales Navigator and Salesforce to craft tailored messaging, and maintaining accurate records to ensure visibility and smooth progression of opportunities.
Candidates should possess a bachelor's degree and have at least one year of outbound prospecting experience. A client-first attitude, excellent verbal and written communication skills, and a keen interest in financial markets, particularly private equity and venture capital, are crucial. Proficiency with the Microsoft Office suite and the ability to quickly learn new systems and software are also important. Prior experience with Salesforce or similar CRM systems is preferred.
Compensation for this role includes a base salary of $65,000, with an annual on-target variable commission of $32,500 for a fully ramped representative meeting expectations, totaling an annual income of $97,500. PitchBook offers comprehensive health benefits, paid sabbatical programs, family and paternity leave, educational stipends, and robust training programs. Additional perks include a 401(k) match, shared ownership employee stock program, and monthly transportation stipend.
PitchBook fosters a collaborative and innovative work environment, emphasizing in-person collaboration to fuel creativity and strengthen connections. The company values teamwork, curiosity, and a people-first attitude, providing extensive learning programs and mentorship opportunities to support career growth. Employees are encouraged to challenge the status quo and contribute to the company's vision and culture, creating a positive, high-performing team environment.