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 three-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.

Job Overview

Customers are King! Each and every day the Customer Success Team works to ensure that are clients are maximizing the value they are receiving from PitchBook. On-boarding, training, support, business development 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.   

The Enterprise CSM will work on key accounts that are of strategic importance to PitchBook. The CSM will develop a deep knowledge of their accounts, their client’s industry/sector as well as their day to day business needs. This role is a part of the team that strives to maximize the value and grow our largest relationships.

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;
• Proactively goes above and beyond to ensure client satisfaction throughout the entire client lifecycle;
• Serves as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption;
• Works collaboratively with a designated Account Manager to strategize on account retention and growth opportunities;
• 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 or Customer Success 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.