Customer Success Associate at PitchBook

| 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 1,000 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:

"Customers are King!" Each and every day the Customer Success Department works to ensure that our clients are maximizing the value they are receiving from PitchBook. Business development, onboarding, training, support, and renewals are handled by the Customer Success team. We believe in doing whatever it takes to make our customers successful and the CS team drives that success every day.

PitchBook is looking for a highly motivated and experienced Customer Success Associate (CSA) with a passion for technology and an interest in the private equity and venture capital industry. Customer Success Associates are the first point of contact for the vast majority of expansion opportunities and continuously build their pipeline within the PitchBook client base. 

As a Customer Success Associate you will be responsible for identifying, qualifying, and scheduling product demonstrations between client non-users and PitchBook Account Managers. CSA's will work closely and collaborate with Account Managers to strategically target opportunities for growth within the PitchBook client base. The CSA will develop a deep knowledge of the accounts they support, their client's industry/sector as well as their business needs to drive revenue growth for PitchBook.

Primary Job Responsibilities:

  • Work closely with your Account Managers to build pipeline and strategically expand client accounts
  • Make outbound calls to client non-users to generate interest about PitchBook
  • Make outbound calls to client non-users who have expressed interest in learning more about PitchBook
  • Recognize growth opportunities within client accounts, identify and qualify key decision makers, and set up demonstrations for your Account Managers
  • Work with a strong sense of urgency to meet and exceed daily/monthly KPI's and document all sales activity in CRM
  • Relentlessly learn about the PitchBook Platform, our clients, and their business needs
  • Display a positive and empathetic attitude towards our clients
  • Drive revenue growth for PitchBook

Skills and Qualifications:

  • 1 – 3 years of outbound sales experience preferably working in SaaS or B2B sales
  • A client first attitude and desire to engage prospective new users for account expansion
  • Skilled at discovering new leads through research and developing relationships with prospects through consultative selling
  • Ability to remain focused and flexible during rapid growth
  • Strong written and verbal skills. Comfortable making cold contact with client non-users over phone and email
  • A collaborative team player with excellent communication skills
  • Excellent time management and organizational skills
  • A BA / BS degree

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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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
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    • RedshiftDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • heapAnalytics
    • AxureDesign
    • InVisionDesign
    • SketchDesign
    • zeplinDesign
    • principleDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • SmartsheetManagement
    • TrelloManagement
    • WistiaCMS
    • CerosCMS
    • UnbounceCMS
    • SalesforceCRM
    • HighspotCRM
    • BizibleCRM
    • OutreachEmail
    • MarketoLead Gen
    • Sprout SocialLead Gen
    • Chili PiperLead Gen

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?

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?

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

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
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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