Customer Marketing Manager

| Seattle
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At PitchBook we work to provide global professionals with comprehensive data on the entire venture capital, private equity and M&A landscape so they can discover and execute opportunities with confidence. We credit our success and rapid growth to our cutting-edge products, customer centered attitude and ability to embrace and drive change.

In just over a decade, PitchBook has reached over 1,300 global employees with offices worldwide, and we're not slowing down! Consistently recognized as a Best Place to Work, our culture is at the heart of our success and is driven by excellence, inclusion, and fun. At PitchBook we're committed to fostering an open and collaborative work environment.

About the Role:

The PitchBook Marketing team is looking for a forward-thinking, creative, and strategic Customer Marketing Manager to support our Customer Success team and expand our client base through subscription upgrades, new contracts and restarting prior clients. The person who will thrive in this role will seek a deep understanding of our customers, can identify the ideal targets for generating additional revenue and will shape resonant messages. We are looking for a candidate eager and equipped to design a comprehensive marketing plan specific to our existing accounts.

This person will drive key marketing activities that originate in saving time for customers, partnering with them in achieving their business goals and ensuring they have the information they need to win and invest with confidence. This knowledge will result in effective, targeted campaigns to compel clients to stay and grow with PitchBook. This role is highly collaborative and will interface with many departments at PitchBook, including Product Marketing Managers, Campaign Managers, marketing creative teams, Product and Institutional Analyst teams, and our CS team members to engage clients throughout their lifecycle, emphasizing value in our product and service offering and deepen relationships with accounts.

We are in search of a customer champion who is relentless in pursuing the most effective marketing programs for expanding our existing user base and exhibiting curiosity, flexibility in applying a variety of tactics with constant attentiveness to strategic goals.

The Marketing team at PitchBook is critical to fueling the company's growth by utilizing a variety of strategies to support our Sales and Customer Success departments grow and retain our client base. The Marketing department is responsible for all demand generation efforts by executing engaging campaigns, effective product marketing strategies, and attending client and trade-show events. The Marketing team is also responsible for promoting the PitchBook brand and managing internal communications.

Primary Job Responsibilities:

  • Engage in close partnership with Customer Success Associate team (inside sales for generating demos and seat adds for existing clients) to evaluate and recommend ways to influence lead to demo and demo to close rates, for both inbound and outbound efforts
  • Assess current selling tools and marketing materials for CS Account Management team to determine scaled bottom of funnel and prospecting solutions to sell within accounts, capitalize on seat-add opportunities, new group contracts and on-site presentations 
  • Nurture and appreciate customer champions globally through close partnership with CS teams, Brand Manager and Customer Experience Manager 
  • Identify opportunities for growth closely with Customer Success stakeholders and existing account data, develop high impact and scale campaigns for our Demand Generation team to execute upon – could include specific client type targeted efforts, regional activation, restarting prior clients, or programs for MM clients, for example
  • Develop relationships with CS counterparts to gather relevant and widespread feedback and ideas crucial to building and refining program details and outcomes, both in small pilot experiments and in widespread efforts 
  • Perform analysis on marketable database to determine ideal targets, accounts and segments of the business to make the greatest impact
  • Deep knowledge of existing account hierarchies to determine gaps and opportunities
  • Complete understanding of churn and expansion indicators for all client buckets 
  • 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:

  • 5+ years of software marketing experience with a good understanding of the B2B SaaS and/or venture capital and private equity 
  • Bachelor's degree in business or marketing 
  • Self-starter attitude, empathetic, positive, and motivation to improve processes 
  • Passionate about understanding our customers, their workflows, businesses, industry and pain points 
  • Solid analytical foundation: a data-driven approach to this work is expected and helps enable innovation and creativity 
  • Strong communication, writing, and storytelling skills joined with a positive outlook and disposition 
  • A curator of deep relationships within the company and with our customers 
  • Action-oriented, creative, and innovative – we are a nimble company and that means we can be creative and experiment while having fun and providing for our customers 
  • Service-oriented 

If you are ready to start the conversation about how you might contribute to all the happenings at PitchBook, submit your resume today! PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.
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Location

Located just blocks away from Pike Place Market and historic Pioneer Square, our headquarters boast stunning mountain views

An Insider's view of PitchBook

What are some social events your company does?

I love that PitchBook makes a constant effort to put on fun creative events that keep us connected (even during covid!). In office, we have annual company events like the Mariners game, Ping Pong Tournament, and Wine + Chocolate Tasting where I was always able to meet folks from different departments with who I would never normally cross paths with

Jessie

Business Development Associate

What does your typical day look like?

UX Designers at PitchBook actively work on one main project at a time, but could be supporting multiple projects in development. I usually spend some time each day answering any questions that our development team has on in-flight projects and iterating designs if necessary. Every day is different as I’m constantly solving new problems.

Nitaya

User Experience Designer

How does the company support your career growth?

PitchBook made it a priority to support my growth by understanding my aspirations and aligning a plan to get me there. My vision was to be in a leadership position and PitchBook motivated me to achieve this by providing me with tremendous resources, guidance, and opportunities to push myself and succeed.

Nitin

SR. Research Associate

How do your team's ideas influence the company's direction?

One of PitchBook’s core values is to embrace and drive change, which in turn promotes a scrappy, entrepreneurial working style and allows individual contributions to influence the direction of the company. We see examples of this every day from launching a weekend version of our newsletter to optimizing customer onboarding processes.

Amy

VP of People

How do you collaborate with other teams in the company?

I work on the accounts receivable team at PitchBook, which involves extensive collaboration with other teams to obtain and update client billing information, reconcile expenses and complete compliance forms. My role requires me to work closest with customer success and outside sales to improve processes for invoicing and error prevention.

Lewis

Accounts Receivable Specialist

What are PitchBook Perks + Benefits

PitchBook Benefits Overview

Health and wellness: We offer health and life insurance, generous time off and paid parental leave, retirement plans with a substantial company contribution, transportation assistance and more.

Career development: We offer VC, PE and M&A industry training, tuition reimbursement programs, annual education stipend, and more.

Good vibes: We offer an open work environment, team-building and company-wide events, sponsored volunteer opportunities, referral bonuses and more.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Some Meals Provided
Happy Hours
Recreational Clubs
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Customized development tracks
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