Account Manager

The Account Manager at PitchBook Data is a pivotal member of the Account Management & Customer Success team, dedicated to fostering and expanding relationships with core clients. This role involves developing and executing strategies that drive client engagement, satisfaction, and retention, ensuring that clients derive maximum value from PitchBook's offerings.

In this capacity, the Account Manager serves as the primary point of contact for a dedicated portfolio of clients, engaging through in-person meetings, phone calls, and emails. Responsibilities include identifying growth opportunities within existing accounts, conducting client demonstrations to showcase how PitchBook's platform addresses specific needs, and collaborating with Customer Success Managers to strategize on account retention and growth. The role also entails managing the sales cycle, from initial engagement to contract renewal, ensuring a seamless experience for clients.

Ideal candidates should possess a bachelor's degree and have at least two years of experience in sales or account management, with a proven ability to close complex deals. Strong verbal and written communication skills, proficiency in Salesforce or similar CRM platforms, and a consultative approach to client interactions are essential. An interest in the private equity and venture capital sectors is preferred, as it aligns with PitchBook's client base.

Compensation for this role includes a base salary of $110,000 per year, with additional performance-based incentives. Benefits encompass comprehensive health coverage, a paid sabbatical program after four years, annual educational stipends, and a 401(k) plan with company matching. Employees also enjoy generous vacation, sick, and volunteer days, along with various wellness and professional development programs.

PitchBook Data, a Morningstar company, is renowned for its collaborative and innovative culture. The company emphasizes continuous learning and personal growth, offering extensive mentorship opportunities and a supportive environment that encourages employees to challenge the status quo. Joining PitchBook means becoming part of a dynamic team committed to excellence and client success.