Customer Success Manager, Middle Market

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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. 
About the Role:
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 Customer Success Managers (CSM) 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 CSM 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 CSM will develop a deep knowledge of their accounts, their client's industry/sector as well as their day to day business needs.

Primary Job Responsibilities:

  • 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
  • Serve 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 Executive 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

Skills and Qualifications:

  • 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 work tirelessly to arm professionals within the global private equity and venture capital industries with the finest data, technology and service so they can make the most informed business decisions efficiently. This is accomplished through our award-winning product, the PitchBook Platform, along with a powerful suite of integrated tools to meet the diverse data-driven needs of our clients. It's a very collaborative, client focused environment with a culture that is driven towards excellence and getting things done.

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

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