Customer Success Associate

| San Francisco
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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:

"Customers are King!" Each and every day the Customer Success Department works to ensure that our clients are maximizing the value they are receiving from PitchBook. Business development, onboarding, training, support, 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. 

As a Customer Success Associate you will be responsible for identifying, qualifying, and scheduling product demonstrations between client non-users and PitchBook Account Managers. CSA's will work closely and collaborate with Account Managers to strategically target opportunities for growth within the PitchBook client base. The CSA will develop a deep knowledge of the accounts they support, their client's industry/sector as well as their business needs to drive revenue growth for PitchBook.

Primary Job Responsibilities:

  • Work closely with your Account Managers to build pipeline and strategically expand client accounts
  • Make outbound calls to client non-users to generate interest about PitchBook
  • Make outbound calls to client non-users who have expressed interest in learning more about PitchBook
  • Recognize growth opportunities within client accounts, identify and qualify key decision makers, and set up demonstrations for your Account Managers
  • Work with a strong sense of urgency to meet and exceed daily/monthly KPI's and document all sales activity in CRM
  • Relentlessly learn about the PitchBook Platform, our clients, and their business needs
  • Display a positive and empathetic attitude towards our clients
  • Drive revenue growth for PitchBook

Skills and Qualifications:

  • 1 – 3 years of outbound sales experience preferably working in SaaS or B2B sales
  • A client first attitude and desire to engage prospective new users for account expansion
  • Skilled at discovering new leads through research and developing relationships with prospects through consultative selling
  • Ability to remain focused and flexible during rapid growth
  • Strong written and verbal skills. Comfortable making cold contact with client non-users over phone and email
  • A collaborative team player with excellent communication skills
  • Excellent time management and organizational skills

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

  • Sales & Marketing
    • WistiaCMS
    • CerosCMS
    • UnbounceCMS
    • SalesforceCRM
    • MarketoLead Gen

Location

PitchBook SF is located in the heart of the Financial District with boasting views of the Ferry Building and Coit Tower

An Insider's view of PitchBook Data

How would you describe the company’s work-life balance?

Work-life balance is an aspect of PitchBook that I’ve really appreciated in my nearly 5 years at the company. Rarely do I take work home with me and when I'm on vacation my team is always there to lend a helping hand. Many of my managers have emphasized the importance of work-life balance and have supported me both personally and professionally.

Hélia

Sr. Account Development Manager, Direct Data

What projects are you most excited about?

The project I am the most excited about is continuing to build out our PBSF team. With 17 members from various departments such as Customer Success and Outside Sales, we have great group of peers we can constantly rely on for any questions. With more members joining later this year we are so excited to have new faces joining the PBSF family.

Vince

Customer Success Associate

How has your career grown since starting at the company?

I’m grateful to have encouragement and guidance from PitchBook. I was welcomed with open arms when I moved to the NY office, and again when I moved to the SF office. I have been lucky to move up within the org 5 times during my time here! It feels good to know that hard work and determination don’t go unnoticed if you’re willing to put in the work.

Sam

Account Manager, Enterprise

How do your team's ideas influence the company's direction?

With our office being in the heart of the Financial District, we are always surrounded by our clients and can keep a pulse of the evolving private capital markets. We are shaping the company’s direction by emphasizing the importance of being accessible to our clients and being able to meet in person to better understand their needs.

Jorja

Director, Customer Success

What are PitchBook Data Perks + Benefits

PitchBook Data 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.

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
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
Acme Co. hosts company outings Quarterly.
Game Room
Some Meals Provided
Happy Hours
Happy hours are hosted At team's discretion.
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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