Manager, Customer Success Associates 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 1,300 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:

Business Development at PitchBook is the engine that drives our growth and our Customer Success Associates are instrumental in ensuring the ongoing expansion of our existing client accounts. This is a highly visible role that makes a direct and significant impact.

PitchBook is a complex product with a highly sophisticated clientele of financial market professionals. Success comes from your ability to genuinely connect with and uncover the needs of a potential client and to match those needs with the countless business applications that PitchBook can provide. This takes a highly consultative, intelligent, hard worker who will go the extra mile to ensure that we're matching pain points to solutions.

Are you looking to grow your career in sales management? Are you passionate about exceeding sales metrics and constantly working to identify better ways to increase success? PitchBook is seeking a motivated Manager for our Customer Success Associate team to help recruit, train, and lead our team of talented and energetic representatives.

The Manager, Customer Success Associates will report to the Director of Customer Success Development and will oversee our Seattle Customer Success Associate team at PitchBook.

Primary Job Responsibilities:

  • Lead a team of Customer Success Associates to achieve sales goals
  • Motivate the team and support the culture we have created here at PitchBook
  • Support the vision and values of the company through role modeling and encouraging desired behavior
  • Work closely with our Account Management team on understanding the value of opportunities to train on quality
  • Report on sales metrics and own responsibility for team results
  • Manage team output by monitoring lead flow, daily activities, and quality of opportunities created
  • Facilitate onboarding and continual trainings
  • Conduct team meetings to update CSA's on best practices and continuing expectations
  • Provide support in a group and one on one setting
  • Discover training needs and provide coaching
  • Participate in various company initiatives and projects as requested

Skills and Qualifications:

  • At least two years of professional management or team lead experience, ideally in a sales capacity
  • A good candidate for the role is someone who has personal experience exceeding sales quotas through grit and creative thinking
  • Experience in developing cold calling and prospecting skills and methodologies
  • Previous experience building relationships with internal management
  • Experience with Salesforce.com or a similar CRM, as well as Outreach.io or other workflow tools
  • Willingness to learn our sophisticated yet elegant SaaS-based platform
  • Superior written and verbal communication skills
  • Recruiting and team development experience
  • A Bachelor's degree or equivalent experience required
  • Proficiency with the MS Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
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
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    • SwiftLanguages
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    • WistiaCMS
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    • UnbounceCMS
    • SalesforceCRM
    • HighspotCRM
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    • 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?

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 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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