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Account Manager, SMB

| Seattle

In just a little over a decade, PitchBook has grown into a global organization with offices in Seattle, San Francisco, New York and London. With consistent high double-digit growth since 2009, the company has become the industry’s leading source of private market data, serving more than 3,000 clients around the world.

As a four-time winner of the Best Workplaces in Washington award, PitchBook is committed to fostering an open, collaborative work environment driven by excellence, inclusion and fun. Our culture is at the heart of our success, and it’s something we work on every day.

Our primary home for the last decade, PitchBook’s Seattle office has grown from humble beginnings in a 200-square-foot windowless room to our current three-floor home in a downtown skyscraper. Located just blocks away from Pike Place Market and historic Pioneer Square, our headquarters boast stunning mountain views, open collaboration spaces and a startup culture that emphasizes hard work and camaraderie. Working in our Seattle office means growing your career alongside smart, dedicated people in the city where it all began.

Job Overview

The Customer Success Team at PitchBook drives relationship management, business development and ensures our customers are KING! PitchBook is seeking a highly motivated and experienced Account Manager (AM) with a passion for technology and an interest in the private equity and venture capital industry. 

At PitchBook we work closely together to bring the most accurate, comprehensive data library available to the private equity and venture capital markets. Working at PitchBook means leveraging your skills, your passion, and your desire to accomplish big things and have some fun while you are at it!

The AM will work on accounts that are of strategic importance to PitchBook, and will work on a team to complete all account-related requests and activities. The AM will develop a deep knowledge of their accounts, their client’s industry/sector as well as their day to day business needs.

Our Ideal Candidate

  • Acts as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform;
  • Onboards new users and conducts training sessions designed to meet the individual business needs of each client;
  • Reviews customer health and usage data to identify opportunities to improve adoption;
  • Proactively goes above and beyond to ensure client satisfaction throughout the entire client lifecycle;
  • Manages the renewal and upgrade process with each of their assigned accounts; 
  • Has great verbal and written communication skills with a keen eye for detail;
  • Has an appreciation for the PE / VC marketplace and the ability to learn, comprehend, and demonstrate, why and how each of our client types engages with our product and our data;
  • Ideally will have at least two (2) years of account management experience;
  • Has experience with Salesforce or other CRMs;
  • Proficient in Microsoft Suite, specifically Excel and PowerPoint
  • Has a BA/BS degree.

Company Overview

At PitchBook, we provide transparency into the capital markets by organizing the world’s meaningful business information and making it useful to our customers. We work tirelessly to arm global professionals with comprehensive data on the entire venture capital, private equity and M&A landscape—including companies, investors, funds, investments, exits and people—so they can discover and execute opportunities with confidence. Our data and analysis are available through our award-winning flagship product, the PitchBook Platform, as well as our powerful suite of integrated tools, industry news and in-depth reports.

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.

Read Full Job Description

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • SpringFrameworks
    • CassandraDatabases
    • Maria DBDatabases
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • SQLiteDatabases
    • RedshiftDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • heapAnalytics
    • AxureDesign
    • InVisionDesign
    • SketchDesign
    • zeplinDesign
    • principleDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • SmartsheetManagement
    • TrelloManagement
    • WistiaCMS
    • CerosCMS
    • UnbounceCMS
    • SalesforceCRM
    • HighspotCRM
    • BizableCRM
    • OutreachEmail
    • MarketoLead Gen
    • Sprout SocialLead Gen
    • Chili PiperLead Gen

Location

901 5th Ave, Seattle, WA 98164

An Insider's view of PitchBook

What are some social events your company does?

As the (unofficial) social chair of the outside sales team, I’ve gotten to plan a ton of awesome events, from group pedicures to rooftop happy hours to rock climbing. We also do incentive trips. My favorite was rafting down the Colorado River through the Moab Desert in Utah.

Cindy

Sr. Business Development Manager

What does your typical day look like?

As a UX Designer, I constantly discover user needs that enlighten a feature experience I'm creating. For a tool like PitchBook, there are a lot of different users to deeply understand. I wield the power of pen & paper, research and testing, design software, awesome collaborators, cups of coffee, and conversation to empathize and build with users.

Marissa

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

Manager, West Coast Customer Success Development

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 HR

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 stand up
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
Fitness Subsidies
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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