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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 and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration, encouraging strong, trusting relationships with teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are key traits for success in this role.

Responsibilities

Drive outbound prospecting and manage inbound account leads to create qualified opportunities for Account Managers and Business Development Representatives, ensuring a steady flow of high-quality pipeline that supports sales goals
Conduct discovery calls and thoroughly qualify prospects before handoff to ensure strong fit and conversion potential
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 through coordinated strategies
Support stalled opportunities by expanding account engagement and nurturing momentum through the funnel
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 that resonates with prospects
Maintain accurate records in Salesforce to ensure visibility and smooth progression of opportunities
Review interactions in Gong, share insights, and refine strategies to improve effectiveness
Build expertise in PitchBook’s offerings and the private capital markets to deliver value in every interaction
Actively contribute to our company’s vision and culture, serving as a role model and helping to create a positive, high-performing team environment
Participate in various company initiatives and projects as requested

Requirements

6+ months 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 States without the need for visa sponsorship now or in the future

Skills

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

Location

United States

Work Type

Onsite

Experience Level

6+ months of outbound prospecting experience

Education Level

Bachelor’s degree

Salary/Compensations

$70,000
$32,500 commission
$102,500 total on target earnings

Benefits

Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
Paid sabbatical program after four years
Paid family and paternity leave
Annual educational stipend
Tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation days, sick days, and volunteer days
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
401k match
Shared ownership employee stock program
Monthly transportation stipend

About the Company

At PitchBook, a Morningstar company, 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.