Customer Success Manager

The Customer Success Manager at PitchBook Data is a pivotal member of the Account Management & Customer Success team, dedicated to ensuring clients achieve maximum value from the PitchBook platform. This role involves building strong, trusting relationships with clients, understanding their unique business needs, and driving product adoption to foster long-term success. PitchBook, a Morningstar company, is renowned for its collaborative culture and commitment to innovation, providing a dynamic environment for professional growth.

In this role, the Customer Success Manager will manage a dedicated portfolio of strategic accounts, acting as the primary point of contact for clients. Key responsibilities include onboarding new clients, conducting training sessions tailored to individual business needs, and proactively addressing client inquiries to ensure satisfaction throughout the client lifecycle. The manager will also perform formal business reviews to assess client success, identify opportunities for product education, and collaborate with Account Managers to strategize on account retention and growth.

Ideal candidates should possess at least 2 years of experience in customer success management or account management, with a strong aptitude for relationship building and client engagement. Excellent verbal and written communication skills, attention to detail, and proficiency in Microsoft Office are essential. A keen interest in the private equity and venture capital sectors, along with the ability to learn and demonstrate how clients can benefit from new product features and data, is highly desirable.

While specific compensation details are not provided, PitchBook offers a comprehensive benefits package that includes physical health programs, professional development opportunities, and a collaborative work environment. Employees are encouraged to participate in various company initiatives and projects, fostering a culture of continuous learning and growth.

Joining PitchBook means becoming part of a forward-thinking company that values curiosity, innovation, and teamwork. The Customer Success Manager role offers the opportunity to make a significant impact on client success and contribute to the company's ongoing evolution in the financial data industry.