Data Sales & Account Management

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!

PitchBook’s Account Development Manager (ADM) for Direct Data is responsible for selling PitchBook’s API and data feed solutions. The Core Accounts group is the beating heart of our Account Management group, working with thousands of customers across banking, investing, advisory, and other industries. As a part of this team, you will focus on a concentrated vertical of customers to maximize your knowledge and impact on the success of our customers. Direct Data Account Development Managers are tasked with synthesizing the needs expressed by their clients, their knowledge of the client’s industry, and the capabilities of PitchBook’s data into a solution that creates success for our customers. Account Development Managers work in collaboration with our Direct Data Sales Engineers to customize data feed and API solutions and support customers on the path to value creation with PitchBook data feeds and APIs. Finally, Account Development Managers will partner with the broader Account Management team to ensure thoughtful end-to-end engagement with customers across PitchBook’s suite of products and services.

Primary Job Responsibilities:

• Consult with PitchBook clients and prospects to determine suitability of our customer-facing data feed and API solutions in their processes
• Partner with PitchBook’s Account Management and Customer Success teams to sell data feed and API solutions to clients and prospects
• Proactively explore opportunities to deepen commercial relationships leveraging your knowledge of your customers’ business and data needs
• Manage a queue of client or prospect projects and sales opportunities
• Accurately forecast opportunity pipeline on a weekly, monthly, and quarterly basis
• Drive innovation throughout the department by finding new and creative ways to serve our customers and sell our products
• Progressively advance your knowledge and understanding of your customers’ business. This includes general knowledge as well as contemporary themes and topics germane to the industry
• 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 preferred
• 2+ years previous experience in business development, customer success, and/or marketing
• Experience working with customer-facing data feed and API solutions and implementation, particularly with RESTful APIs
• Experience working in a cross-functional account management organization with divided responsibilities and defined collaborative workstreams
• Willingness to learn database concepts, including but not limited to relational tables, data types, and normalization
• Ability to explain technical concepts to non-technical audiences including methods for fuzzy matching, name matching, and record reconciliation
• Both social and technical with the ability to foster relationships with senior level executives
• Previous experience selling to large Banking, general partner, limited partner, and non-financial corporate customers. Understand why and how each of our diverse client types engages with our product and data
• 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
• Proficiency working with Salesforce, Catalyst, and other CRM tools

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

• Salary range: $90,000-$176,725 per year including $90k base salary and $86.3k on target variable commission of a fully ramped representative meeting expectations
• PitchBook currently has no cap on commission and commission is determined by individual performance

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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.

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