At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. Our Account Manager manages PitchBook’s core customer relationships, working to build a sales strategy that leads to expansion, renewals, and customer satisfaction.
Requirements
- Achieve sales and retention goals measured quarterly
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s core clients
- Identify growth opportunities to expand existing user base within a portfolio of accounts
- Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients
- Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users
- 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 business reviews and continual product education
- Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
- Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials
- Effectively prospect new accounts as needed, creatively leveraging various channels
- 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
Benefits
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
- 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
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
