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About the Role
Lumonic, a PitchBook subsidiary, is a private credit management platform automating reporting and compliance for private credit lenders. The Account Executive will support Lumonic, closing new business within the alternative investment industry through prospecting and relationship-building.
Responsibilities
- Proactively identify and pursue new business opportunities within the alternative investment space.
- Build and maintain strong relationships with fund managers, investment professionals, and key stakeholders.
- Independently conduct product demonstrations and proof-of-concept (POC) engagements.
- Develop deep technical product knowledge to effectively articulate Lumonic’s capabilities.
- Work cross-functionally with implementation, customer, and product teams.
- Collaborate closely with leaders and sales colleagues to refine messaging and identify strategic opportunities.
- Own the entire sales cycle, from initial outreach and discovery to contract negotiation and closing.
- Adapt and iterate on sales strategies, leveraging data-driven insights.
- Support the vision and values of the company through role modeling.
- Participate in various company initiatives and projects as requested.
Requirements
- Bachelor’s degree in Business, Economics, or Finance.
- 3+ years of full-cycle sales experience, preferably in financial technology or alternative investments.
- 3+ years of experience in private credit, private equity, and venture markets.
- Proven ability to independently prospect, build relationships, and drive deals without a steady flow of inbound leads.
- Ability to engage in financial discussions with investors.
- Experience leading product demonstrations and proof-of-concept (POC) engagements with strong technical aptitude.
- Excellent communication and negotiation skills with a consultative approach to selling.
- Entrepreneurial mindset, comfortable working in a fast-moving, cross-functional environment.
- Proficiency in CRM and prospecting tools (Hubspot, Salesforce, Clay, Apollo) with the ability to learn new systems quickly.
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future.
Skills
- Financial acumen
- Private credit
- Private equity
- Venture capital
- Consultative selling
- Technical product knowledge
- Product demonstrations
- Proof-of-concept (POC) engagements
- Sales strategies
- CRM
- Prospecting tools
Location
- Onsite
Work Type
- Full-time
- Onsite
Experience Level
- 3+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $120,000-$170,000
- $150,000 on target variable commission
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 are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone.
- 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.
Equal Opportunity
- We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.