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About the Role

As a member of our Account Management & Customer Success team, you will embrace and drive change, committed to continuous growth and improvement. You will be inspired to ask questions, challenge the status quo, and focus on customer success. Teamwork, collaboration, and building strong relationships are valued. A positive attitude, curiosity, and a people-first approach are key traits for success.

Responsibilities

• Drive outbound prospecting and manage inbound account leads to create qualified opportunities for Account Managers and Business Development Representatives.
• Conduct discovery calls and thoroughly qualify prospects before handoff.
• Meet or exceed monthly and quarterly quotas for qualified opportunities and pipeline contribution.
• Work with Account Managers, Business Development Representatives, and Customer Success Managers on a fixed book of accounts to build pipeline and drive growth.
• Support stalled opportunities by expanding account engagement and nurturing momentum.
• Research accounts and territories to uncover new contacts, decision-makers, and growth opportunities.
• Use tools like LinkedIn Sales Navigator, Outreach.io, and Highspot to craft tailored messaging.
• Maintain accurate records in Salesforce.
• Review interactions in Gong, share insights, and refine strategies.
• Build expertise in PitchBook’s offerings and the private capital markets.
• Actively contribute to our company’s vision and culture, serving as a role model.
• Support the vision and values of the company through role modeling and encouraging desired behaviors.
• Participate in various company initiatives and projects as requested.

Requirements

• 1+ years of outbound prospecting experience
• A client first attitude and love to engage prospective new users for account growth
• Prior experience with Salesforce or similar CRM preferred
• Excellent verbal and written communication skills with a keen eye for detail
• Interested in financial markets or services, particularly private equity and venture capital
• Ability to operate with a strong sense of urgency and deliver results
• Terrific prioritization skills to manage your sales pipeline
• Comfortable to engage with a diverse array of clients
• Tenacious and goal-oriented; can work effectively as part of a group
• Team player with the desire to try new ideas in order to achieve greater levels of success
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
• Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future

Skills

• Salesforce
• LinkedIn Sales Navigator
• Outreach.io
• Highspot
• Gong
• Microsoft Office Suite
• Outlook
• Word
• Excel

Location

• United Kingdom

Work Type

• Onsite

Experience Level

• 1+ years

Education Level

• Bachelor's degree

Benefits

• Private medical insurance
• Dental scheme
• Additional medical wellness incentives
• Life cover
• Paid sabbatical program after four years
• Paid parental leave
• Education subsidies
• Robust training programs on industry and soft skills
• Minimum 25 days annual leave and volunteer days
• Employee resource groups
• Company-wide events
• Employee referral bonus program
• Quarterly team building events
• 10% Pension contribution
• Income protection
• Shared ownership employee stock program
• Transportation stipend

About the Company

• At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.
• Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things.
• The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.
• If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.