Customer Success Associate - Sales
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.
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. Onboarding, 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.
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.
The CSA will work on accounts that are of strategic importance to PitchBook, and will work on a team to complete account expansion related activities. The CSA will develop a deep knowledge of the accounts they support, their client’s industry/sector as well as their business needs.
Customer Success Associates at PitchBook:
- Have a client first attitude and love to engage prospective new users for account expansion;
- Work with a strong sense of urgency, which translates into high daily activity;
- Must have one or more years of outbound prospecting experience;
- Research accounts, identify key decision makers and generate interest and gain commitment;
- Work closely with Account Managers to build pipeline and strategically grow accounts;
- Routes qualified opportunities to the appropriate Account Manager for further development;
- Understand customer needs and requirements;
- Relentlessly learn about the PitchBook Platform, our clients, and their business needs;
- Have at least a basic understanding of financial markets;
- Has a BA / BS degree.
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.