About the Role:
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 PitchBook 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!
The Account Manager, Middle Market manages PitchBook's key middle tier customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.
Primary Job Responsibilities:
Achieve sales and retention goals measured quarterly while providing excellent support to clients
Act as primary point of contact and business partner for a dedicated portfolio of PitchBook's key middle market clients via in-person meetings, phone, and/or email
Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with middle market clients over a multi-year time horizon
Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach
Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education
Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
Use Salesforce to effectively manage client relationship through client interactions, account mapping, pipeline, and task management
Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
Utilize Outreach to assist in regular and timely communication with clients as needed
Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
Use Gong regularly to review client calls, provide product feedback, and self-evaluate
Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
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 or equivalent experience
2+ years of sales or account management experience
Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
Prior experience with Salesforce or similar CRM to forecast sales and maintain updated records of client interactions
Excellent verbal and written communication skills with a keen eye for detail
Exemplary presentation skills and comfortable to engage a diverse array of clients
Interest in the private equity and venture capital marketplace preferred
Curious, able, and interested to learn about client needs
Organized with terrific prioritization skills
Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team
Possess strong negotiation skills, persistence, and resiliency
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
Benefits + Compensation at PitchBook:
Physical Health
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
Emotional Health
Paid sabbatical program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation days, sick days, and volunteer days
Social Health
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
Financial Health
401k match
Shared ownership employee stock program
Monthly transportation stipend
• Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Compensation
Annual base salary: $95,000
Annual on target variable commission of fully ramped representative meeting expectations: $60,000
PitchBook currently has no cap on commission and commission is determined by individual performance
Working Conditions:
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
Life At PB:
We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It's our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we've heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook .
• LI-AD2
•
United States - CA - CA - Sierraville
July 13, 2024
Golden Brands is Now Hiring Local CDL-A Drivers in Truckee, CA! • Home Daily - Earn $30 per Hour - 401k with Employer Match Come join the largest beer distributor in the United States and be a part of our Performance Promise where we live out our company s purpose of connecting customers, consumers,...
United States - CA - CA - Alturas
July 13, 2024
Anders Group is seeking a travel nurse RN Pediatrics ER - Emergency Room for a travel nursing job in Alturas, California. & Requirements • Specialty: Pediatrics ER - Emergency Room • Discipline: RN • Start Date: 08/19/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights •...
United States - CA - CA - Carnelian Bay
July 13, 2024
Golden Brands is Now Hiring Local CDL-A Drivers in Truckee, CA! • Home Daily - Earn $30 per Hour - 401k with Employer Match Come join the largest beer distributor in the United States and be a part of our Performance Promise where we live out our company s purpose of connecting customers, consumers,...
United States - CA - CA - Saint Helena
July 13, 2024
TLC Nursing is seeking a travel nurse RN Home Health for a travel nursing job in Saint Helena, California. & Requirements • Specialty: Home Health • Discipline: RN • Start Date: 08/05/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel A home health RN...
United States - CA - CA - Palo Alto
July 13, 2024
Now offering Daily Pay for select positions! • Take advantage of this unique opportunity to learn the fundamentals of quality home care and deliver life-changing service to your clients. As an Arcadia Certified Nurse Aide, you'll play a vital role in supporting seniors and people with disabilities...
United States - CA - CA - Bakersfield
July 13, 2024
PHP is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Bakersfield, California. & Requirements • Specialty: Labor and Delivery • Discipline: RN • Start Date: 07/28/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel • Perks:...
United States - CA - CA - Burbank
July 13, 2024
Connected Health Care is seeking a travel Occupational Therapist for a travel job in Burbank, California. & Requirements • Specialty: Occupational Therapist • Discipline: Therapy • Start Date: 08/05/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel...
United States - CA - CA - Red Bluff
July 13, 2024
Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Red Bluff, California. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: 07/24/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel • Location:...
United States - CA - CA - Norden
July 13, 2024
Golden Brands is Now Hiring Local CDL-A Drivers in Truckee, CA! • Home Daily - Earn $30 per Hour - 401k with Employer Match Come join the largest beer distributor in the United States and be a part of our Performance Promise where we live out our company s purpose of connecting customers, consumers,...
United States - CA - CA - Rancho Mirage
July 13, 2024
PHP is seeking a travel nurse RN Case Management for a travel nursing job in Rancho Mirage, California. & Requirements • Specialty: Case Management • Discipline: RN • Start Date: 07/28/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel • Perks: Weekly,...
United States - CA - CA - Millbrae
July 13, 2024
Now offering Daily Pay for select positions! • Take advantage of this unique opportunity to learn the fundamentals of quality home care and deliver life-changing service to your clients. As an Arcadia Certified Nurse Aide, you'll play a vital role in supporting seniors and people with disabilities...
United States - CA - CA - alturas
July 13, 2024
RTG Medical-Nursing is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in alturas, California. & Requirements • Specialty: ED - Emergency Department • Discipline: RN • Start Date: 08/19/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours • Employment Type:...
United States - CA - CA - lancaster
July 13, 2024
Connected Health Care is seeking a travel Physical Therapist for a travel job in lancaster, California. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: 08/12/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel Outpatient...
United States - CA - CA - Clearlake
July 13, 2024
PHP is seeking a travel Radiology Technician for a travel job in Clearlake, California. & Requirements • Specialty: Radiology Technician • Discipline: Allied Health Professional • Start Date: 07/28/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, days • Employment Type: Travel •...
United States - CA - CA - Fresno
February 6, 2024
First for a reason: At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our...
United States - CA - CA - Sacramento
July 13, 2024
PHP is seeking a travel Cath Lab Technologist for a travel job in Sacramento, California. & Requirements • Specialty: Cath Lab Technologist • Discipline: Allied Health Professional • Start Date: 07/28/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, days • Employment Type: Travel •...
United States - CA - CA - Tahoe Vista
July 13, 2024
Golden Brands is Now Hiring Local CDL-A Drivers in Truckee, CA! • Home Daily - Earn $30 per Hour - 401k with Employer Match Come join the largest beer distributor in the United States and be a part of our Performance Promise where we live out our company s purpose of connecting customers, consumers,...
United States - CA - CA - Sacramento
July 13, 2024
Triage Staffing is seeking a travel Radiology Technician for a travel job in Sacramento, California. & Requirements • Specialty: Radiology Technician • Discipline: Allied Health Professional • Start Date: 08/12/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, nights • Employment Type:...
United States - CA - CA - Los Angeles
July 13, 2024
Triage Staffing is seeking a travel CT Technologist for a travel job in Los Angeles, California. & Requirements • Specialty: CT Technologist • Discipline: Allied Health Professional • Start Date: 08/05/2024 • Duration: 13 weeks • 40 hours per week • Shift: 10 hours, nights • Employment Type: Travel...
United States - CA - CA - Concord
July 13, 2024
Lead Health is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Concord, California. & Requirements • Specialty: OR - Operating Room • Discipline: RN • Start Date: 08/13/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel We need a...
United States - CA - CA - Chilcoot
July 13, 2024
Golden Brands is Now Hiring Local CDL-A Drivers in Truckee, CA! • Home Daily - Earn $30 per Hour - 401k with Employer Match Come join the largest beer distributor in the United States and be a part of our Performance Promise where we live out our company s purpose of connecting customers, consumers,...
United States - CA - CA - Coalinga
July 13, 2024
GQR Healthcare is seeking a LPN / LVN Correctional for a travel job in Coalinga, California. & Requirements • Specialty: Correctional • Discipline: LPN / LVN • Start Date: 08/05/2024 • Duration: 26 weeks • 40 hours per week • Shift: 8 hours, flexible • Employment Type: Travel • Perks: 26 weeks and...
United States - CA - CA - Olympic Valley
July 13, 2024
Golden Brands is Now Hiring Local CDL-A Drivers in Truckee, CA! • Home Daily - Earn $30 per Hour - 401k with Employer Match Come join the largest beer distributor in the United States and be a part of our Performance Promise where we live out our company s purpose of connecting customers, consumers,...
United States - CA - CA - Vinton
July 13, 2024
Golden Brands is Now Hiring Local CDL-A Drivers in Truckee, CA! • Home Daily - Earn $30 per Hour - 401k with Employer Match Come join the largest beer distributor in the United States and be a part of our Performance Promise where we live out our company s purpose of connecting customers, consumers,...
United States - CA - CA - Stockton
July 13, 2024
Connected Health Care is seeking a travel Occupational Therapist for a travel job in Stockton, California. & Requirements • Specialty: Occupational Therapist • Discipline: Therapy • Start Date: 08/12/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel...
United States - CA - CA - Santa Barbara
July 13, 2024
The Speech-Language Pathologist is responsible for theimplementation of speech/language pathology services. • The Amergis Travel Division is currently seekinghighly skilled SpeechLanguage Pathologist - 24-25′ SY assignments in Oxnard, CA • PositionDetails: • • Contract Length: 39 Weeks ( 8 months) •...
United States - CA - CA - San Diego
July 13, 2024
PHP is seeking a travel CT Technologist for a travel job in San Diego, California. & Requirements • Specialty: CT Technologist • Discipline: Allied Health Professional • Start Date: 07/28/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, flexible • Employment Type: Travel • Perks:...