Account Manager, Enterprise at PitchBook Data

| 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 Team works to ensure that 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.
As an Account Manager for Enterprise accounts, you'll be managing PitchBook's largest customer relationships. Account Managers work to drive value that leads to expansion, renewals and customer satisfaction. You will be dedicated to finding additional opportunities within current client accounts by establishing lasting relationship with key decision makers. 
Primary Job Responsibilities:

  • Act as primary point of contact and business partner for a dedicated portfolio of PitchBook's key global clients with large growth opportunity via in-person meetings, phone and/or email
  • Identify growth opportunities to expand existing user base within portfolio of accounts to achieve and consistently exceed sales and retention goals
  • Conduct client demonstration sessions designed to address the individual needs of the account and end user with a consultative approach
  • Work collaboratively with a designated Customer Success Managers and Account Development Managers to strategize on account retention and growth opportunities
  • Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education
  • Have an appreciation for the PE / VC marketplace and the ability to learn, comprehend, and demonstrate why and how each of our client types engages with our product and our data

Skills and Qualifications:

  • Experience with Salesforce or other CRMs to forecast sales and maintain updated records of client interactions
  • Excellent verbal and written communication skills with a keen eye for detail
  • 5-7 years of sales or account management experience
  • A BA/BS degree

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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