PitchBook
About the Role
As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers' success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us! The Customer Success Manager, Key Accounts supports accounts that are of strategic importance to PitchBook and works with a team to complete all account-related requests and activities. They will develop a deep knowledge of their clients' industries and sectors and their strategic business needs and help optimize usage of all relevant PitchBook products. They will maintain relationships with key contacts, encourage engagement with underutilized product elements, and drive client retention and expansion.
Primary Job Responsibilities
Achieve retention and expansion goals measured quarterly while providing excellent support to Key Account clients
Act as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from PitchBook products
Onboard new clients and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client
Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle
Conduct formal business reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction and to provide continual product education
Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
Build PitchBook champions at all levels of seniority at client firm
Engage regularly with Account Managers to strategize account retention and growth opportunities
Partner with global Customer Success Manager team as needed to provide additional coverage for large business clients
Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach
Use Catalyst and Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
Work continuously to document the details of each client interaction in Catalyst to improve customer information and drive retention
Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot
Comprehend and demonstrate why and how each of our client types engages with our product and our data
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Skills and Qualifications
Bachelor's degree preferred
2+ years of customer success or account management experience preferred
Excellent verbal and written communication skills with a keen eye for detail
Enjoys relationship building and comfortable to engage a diverse array of clients to learn their business needs and provide value
Exemplary presentation skills
An appreciation for the private equity and venture capital marketplace and the ability to learn and demonstrate how clients can benefit from engaging with new product features and new data
Curious, able, and interested to learn about client needs
Organized with terrific prioritization skills
Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team
Possess strong negotiation skills, persistence, and resiliency
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
Benefits + Compensation at PitchBook
Physical Health: Comprehensive health benefits
Physical Health: Additional medical wellness incentives
Physical Health: STD, LTD, AD&D, and life insurance
Emotional Health: Paid sabbatical program after four years
Emotional Health: Paid family and paternity leave
Emotional Health: Annual educational stipend
Emotional Health: Ability to apply for tuition reimbursement
Emotional Health: CFA exam stipend
Emotional Health: Robust training programs on industry and soft skills
Emotional Health: Employee assistance program
Emotional Health: Generous allotment of vacation days, sick days, and volunteer days
Social Health: Matching gifts program
Social Health: Employee resource groups
Social Health: Subsidized emergency childcare
Social Health: Dependent Care FSA
Social Health: Company-wide events
Social Health: Employee referral bonus program
Social Health: Quarterly team building events
Financial Health: 401k match
Financial Health: Shared ownership employee stock program
Financial Health: Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Working Conditions At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
Life At PB We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It\'s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we\'ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
#LI-BA1 #LI-Onsite
#J-18808-Ljbffr
As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers' success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us! The Customer Success Manager, Key Accounts supports accounts that are of strategic importance to PitchBook and works with a team to complete all account-related requests and activities. They will develop a deep knowledge of their clients' industries and sectors and their strategic business needs and help optimize usage of all relevant PitchBook products. They will maintain relationships with key contacts, encourage engagement with underutilized product elements, and drive client retention and expansion.
Primary Job Responsibilities
Achieve retention and expansion goals measured quarterly while providing excellent support to Key Account clients
Act as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from PitchBook products
Onboard new clients and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client
Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle
Conduct formal business reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction and to provide continual product education
Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
Build PitchBook champions at all levels of seniority at client firm
Engage regularly with Account Managers to strategize account retention and growth opportunities
Partner with global Customer Success Manager team as needed to provide additional coverage for large business clients
Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach
Use Catalyst and Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
Work continuously to document the details of each client interaction in Catalyst to improve customer information and drive retention
Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot
Comprehend and demonstrate why and how each of our client types engages with our product and our data
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Skills and Qualifications
Bachelor's degree preferred
2+ years of customer success or account management experience preferred
Excellent verbal and written communication skills with a keen eye for detail
Enjoys relationship building and comfortable to engage a diverse array of clients to learn their business needs and provide value
Exemplary presentation skills
An appreciation for the private equity and venture capital marketplace and the ability to learn and demonstrate how clients can benefit from engaging with new product features and new data
Curious, able, and interested to learn about client needs
Organized with terrific prioritization skills
Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team
Possess strong negotiation skills, persistence, and resiliency
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
Benefits + Compensation at PitchBook
Physical Health: Comprehensive health benefits
Physical Health: Additional medical wellness incentives
Physical Health: STD, LTD, AD&D, and life insurance
Emotional Health: Paid sabbatical program after four years
Emotional Health: Paid family and paternity leave
Emotional Health: Annual educational stipend
Emotional Health: Ability to apply for tuition reimbursement
Emotional Health: CFA exam stipend
Emotional Health: Robust training programs on industry and soft skills
Emotional Health: Employee assistance program
Emotional Health: Generous allotment of vacation days, sick days, and volunteer days
Social Health: Matching gifts program
Social Health: Employee resource groups
Social Health: Subsidized emergency childcare
Social Health: Dependent Care FSA
Social Health: Company-wide events
Social Health: Employee referral bonus program
Social Health: Quarterly team building events
Financial Health: 401k match
Financial Health: Shared ownership employee stock program
Financial Health: Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Working Conditions At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
Life At PB We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It\'s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we\'ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
#LI-BA1 #LI-Onsite
#J-18808-Ljbffr