PitchBook Data
Pick a job to read the details
Tap any role on the left — its description and apply link will open here.
Sales Manager
Share this job
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. 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.
About the Role:
PitchBook’s Commercial organization is a key driver of our growth—fueling both new client acquisition and long-term account success. From initial outreach to product demonstrations and deal closure led by our New Business team and the ongoing relationship management provided by our Account Managers, each team plays a vital role. Together, they form a collaborative and high-impact organization that helps shape PitchBook’s market presence and deliver meaningful value to our clients.
PitchBook’s Manager, Commercial plays a critical role in driving growth through hands-on leadership, coaching, and operational excellence. This role leads a team of Sales Representatives and Account Managers, providing day-to-day guidance, support, and motivation to help team members reach individual and collective goals.
Additionally, this role is responsible for fostering a collaborative and high-performing team environment, ensuring team members are equipped with the skills, resources, and feedback needed to succeed. By developing team members, tracking progress toward goals, and addressing challenges promptly, the Manager, Commercial ensures consistent achievement of objectives and contributes to PitchBook’s overall success.
Primary Job Responsibilities:
- Lead, coach, and support a team of Sales and/or Account Managers to achieve and exceed individual and team revenue targets
- Monitor and manage team pipeline health within assigned segment, ensuring accurate forecasting and consistent performance
- Drive individual and team performance by providing regular feedback, setting clear expectations, and performance management to address gaps and support ongoing growth
- Guide performance through goal setting, coaching, and constructive feedback, ensuring team members meet expectations and continuously improve
- Drive a culture of accountability by assessing performance, delivering actionable feedback, and facilitating professional development for team members
- Support team members in complex negotiations and deal structuring, ensuring alignment with company policies and business objectives
- Ensure team adherence to established sales processes, company policies, and compliance requirements
- Foster team engagement and a positive work environment, promoting collaboration and well-being
- Prepare and communicate regular pipeline and forecasting reports for assigned segments
- Participate in recruiting, onboarding, and developing new team members to support team growth and capability
- Collaborate with other managers and cross-functional partners to execute sales initiatives and contribute to overall revenue strategy
- 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:
- 5+ years of experience in sales or account management, including 2+ years in a supervisory or team leadership role
- Proven success managing opportunities and workflows using Salesforce or similar CRM platforms
- Strong negotiation skills with a demonstrated ability to close complex deals effectively
- Deep understanding of financial markets or services, especially private equity and venture capital
- Passionate about coaching, career development, and training to build and sustain top-performing sales teams
- Self-motivated and goal-oriented, with a collaborative mindset and ability to thrive in team environments
- Operate with a strong sense of urgency and consistently deliver results under pressure
- Highly curious and solutions-focused, with a positive and resilient attitude
- Exceptional organizational skills with the ability to lead and manage large, distributed teams
- High emotional intelligence and the ability to build trust across diverse teams and stakeholders
- Outstanding verbal and written communication skills, with the ability to influence at all levels
- Experience using Outreach, Gong, or similar sales performance management tools to drive team effectiveness
- Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel, with a demonstrated ability to quickly learn new systems and software
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
- Annual base salary: $172,500-$172,500
- Annual on target variable commission of fully ramped representative meeting expectations: $69,000
- PitchBook currently has no cap on commission and commission is determined by individual performance
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.
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-AD2
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Management Director
Share this job
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. 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.
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 Account Management Director manages PitchBook’s core customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Management Director will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.
Primary Job Responsibilities:
- Achieve sales and retention goals measured quarterly while providing excellent support to clients
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s core clients via in-person meetings, phone, and/or email
- Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
- Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
- 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
- Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
- Go above and beyond to ensure customer satisfaction with business reviews and continual product education
- Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
- Use Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task management
- Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
- Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
- Use Gong regularly to review client calls, provide product feedback, and self-evaluate
- Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
- Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
- Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
- 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
- 6+ years of sales or account management experience
- Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
- Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
- Excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills and comfortable to engage a diverse array of clients
- Interest in the private equity and venture capital marketplace preferred
- 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
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
- Annual base salary: $136,500-$136,500
- Annual on target variable commission of fully ramped representative meeting expectations: $75,000
- PitchBook currently has no cap on commission and commission is determined by individual performance
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.
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-AD2
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Development Representative (Early Career, Outbound Sales)
Share this job
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. 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.
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!
PitchBook’s Account Development Representatives (ADRs) are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts. Account Development Representatives work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories.
This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. While Account Development Representatives don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.
Primary Job 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
- 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
- 1+ years 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
- Have 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
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
This position is non-exempt and is paid a salary and a commission. The salary for the role is $65,000 and the on target commission for a fully ramped employee is $32,500. This represents an annual income of $65,000 + $32,500 = $97,500.
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.
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-JK1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Development Representative
Share this job
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. 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.
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!
PitchBook’s Account Development Representatives (ADRs) are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts. Account Development Representatives work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories.
This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. While Account Development Representatives don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.
Primary Job 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
- 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
- 1+ years 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
- Have 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
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
This position is non-exempt and is paid a salary and a commission. The salary for the role is $65,000 and the on target commission for a fully ramped employee is $32,500. This represents an annual income of $65,000 + $32,500 = $97,500.
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.
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-JK1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Development Representative (Early Career, Outbound Sales)
Share this job
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. 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.
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!
PitchBook’s Account Development Representatives are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts. ADRs work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories.
This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. While ADRs don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.
Primary Job Responsibilities:
- Drive outbound prospecting and manage inbound account leads to create qualified opportunities for AMs and BDRs, 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 AMs, BDRs, and CSMs 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
- 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 or equivalent experience required
- 1+ years 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.
- Have 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
- Have 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
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
This position is non-exempt and is paid a salary and a commission. The salary for the role is $70,000 and the on target commission for a fully ramped employee is $32,500. This represents an annual income of $70,000 + $32,500 = $102,500.
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.
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-JK1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Development Representative
Share this job
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. 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.
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!
PitchBook’s Account Development Representatives are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts. ADRs work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories.
This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. While ADRs don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.
Primary Job Responsibilities:
- Drive outbound prospecting and manage inbound account leads to create qualified opportunities for AMs and BDRs, 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 AMs, BDRs, and CSMs 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
- 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 or equivalent experience required
- 1+ years 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.
- Have 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
- Have 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
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
This position is non-exempt and is paid a salary and a commission. The salary for the role is $70,000 and the on target commission for a fully ramped employee is $32,500. This represents an annual income of $70,000 + $32,500 = $102,500.
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.
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-JK1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Development Representative (Early Career, Outbound Sales)
Share this job
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. 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.
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!
PitchBook’s Account Development Representatives are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts. ADRs work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories.
This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. While ADRs don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.
Primary Job Responsibilities:
- Drive outbound prospecting and manage inbound account leads to create qualified opportunities for AMs and BDRs, 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 AMs, BDRs, and CSMs 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
Skills and Qualifications:
- Bachelor’s degree or equivalent experience required
- 1+ years 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
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
This position is non-exempt and is paid a salary and a commission. The salary for the role is $70,000 and the on target commission for a fully ramped employee is $32,500. This represents an annual income of $70,000 + $32,500 = $102,500.
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.
Ready to apply?
Apply to PitchBook Data
Account Development Representative
Share this job
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. 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.
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!
PitchBook’s Account Development Representatives are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts. ADRs work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories.
This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. While ADRs don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.
Primary Job Responsibilities:
- Drive outbound prospecting and manage inbound account leads to create qualified opportunities for AMs and BDRs, 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 AMs, BDRs, and CSMs 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
Skills and Qualifications:
- Bachelor’s degree or equivalent experience required
- 1+ years 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
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
This position is non-exempt and is paid a salary and a commission. The salary for the role is $70,000 and the on target commission for a fully ramped employee is $32,500. This represents an annual income of $70,000 + $32,500 = $102,500.
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.
Ready to apply?
Apply to PitchBook Data
Key Account Manager, fluent in French
Share this job
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. 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.
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 Key Account Manager manages PitchBook’s key and largest customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager is dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.
Primary Job Responsibilities:
- Achieve sales and retention goals measured quarterly while providing excellent support to clients
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s key enterprise clients 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
- Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
- 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
- Work collaboratively with designated Account Development Managers, Customer Success Managers, and Account Development Representatives to strategize on account retention and growth opportunities
- Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education
- Efficiently and thoroughly manage your pipeline and oversee the end-to-end sales cycle
- Use Catalyst and Salesforce to effectively manage client relationships through client interactions, account mapping, pipeline, and task management
- Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
- Use Gong regularly to review client calls, provide product feedback, and self-evaluate
- Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
- 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
- 5+ years of sales or account management experience, enterprise accounts preferred
- Fluency in French
- Proven ability to close complex deals with relevant stakeholders and oversee the end-to-end sales process
- Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
- Excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills; comfortable to engage a diverse array of clients
- Interest in the private equity and venture capital marketplace preferred
- 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
- Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future
Benefits at PitchBook:
Physical Health
- Private medical insurance
- Dental scheme
- Additional medical wellness incentives
- Life cover
Emotional Health
- Paid sabbatical program after four years
- Paid parental leave
- Education subsidies
- Robust training programs on industry and soft skills
- Minimum 25 days annual leave and volunteer days
Social Health
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 10% Pension contribution
- Income protection
- Shared ownership employee stock program
- 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.
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-VH1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Manager
Share this job
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. 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.
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 Account Manager manages PitchBook’s core customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.
Primary Job Responsibilities:
- Achieve sales and retention goals measured quarterly while providing excellent support to clients
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s core clients via in-person meetings, phone, and/or email
- Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
- Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
- 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
- Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
- Go above and beyond to ensure customer satisfaction with business reviews and continual product education
- Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
- Use Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task management
- Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
- Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
- Use Gong regularly to review client calls, provide product feedback, and self-evaluate
- Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
- Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
- Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
- 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 sales or account management experience
- Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
- Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
- Excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills and comfortable to engage a diverse array of clients
- Interest in the private equity and venture capital marketplace preferred
- 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
- Must be authorized to work in Singapore without the need for visa sponsorship now or in the future
Benefits at PitchBook:
Physical Health
- Private medical insurance
- Additional medical wellness incentives
- Private life insurance
Emotional Health
- Parental leave
- Education subsidies
- Robust training programs on industry and soft skills
- Generous allotment of vacation days, sick days, and volunteer days
Social Health
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- Retirement contributions via CPF
- Shared ownership employee stock program
*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.
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-VH1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Executive, Data Feed & API
Share this job
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. 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.
About the Role:
As a member of our Commercial 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 Commercial team members. If this sounds like you, join us!
PitchBook’s Account Executive, Data Feed & API is responsible for selling PitchBook’s API and data feed solutions. The Core Accounts group is the beating heart of our Account Management group, working with thousands of customers across banking, investing, advisory, and other industries. As a part of this team, you will focus on a concentrated vertical of customers to maximize your knowledge and impact on the success of our customers. Direct Data Account Executives are tasked with synthesizing the needs expressed by their clients, their knowledge of the client’s industry, and the capabilities of PitchBook’s data into a solution that creates success for our customers. Account Executives work in collaboration with our Direct Data Sales Engineers to customize data feed and API solutions and support customers on the path to value creation with PitchBook data feeds and APIs. Finally, Account Executives will partner with the broader Account Management team to ensure thoughtful end-to-end engagement with customers across PitchBook’s suite of products and services.
Primary Job Responsibilities:
- Consult with PitchBook clients and prospects to determine suitability of our customer-facing data feed and API solutions in their processes
- Partner with PitchBook’s Commercial (Account Management, Customer Success, and Business Development) teams to sell data feed and API solutions to clients and prospects
- Proactively explore opportunities to deepen commercial relationships leveraging your knowledge of your customers’ business and data needs
- Manage a queue of client or prospect projects and sales opportunities
- Accurately forecast opportunity pipeline on a weekly, monthly, and quarterly basis
- Drive innovation throughout the department by finding new and creative ways to serve our customers and sell our products
- Progressively advance your knowledge and understanding of your customers’ business. This includes general knowledge as well as contemporary themes and topics germane to the industry
- 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:
- 2+ years previous experience in business development or customer success in a revenue generating/closing role
- Experience working with customer-facing data feed and API solutions and implementation, particularly with RESTful APIs
- Experience working in a cross-functional account management organization with divided responsibilities and defined collaborative workstreams
- Willingness to learn database concepts, including but not limited to relational tables, data types, and normalization
- Ability to explain technical concepts to non-technical audiences including methods for fuzzy matching, name matching, and record reconciliation
- Both social and technical with the ability to foster relationships with senior level executives
- Previous experience selling to large banking, general partner, limited partner, and non-financial corporate customers. Understand why and how each of our diverse client types engages with our product and data
- 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
- Proficiency working with Salesforce, Catalyst, and other CRM tools
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
- Annual base salary: $103,075 - $103,075
- Annual on target variable commission of fully ramped representative meeting expectations: $90,000
- PitchBook currently has no cap on commission and commission is determined by individual performance
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.
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-Onsite
#LI-AD2
Ready to apply?
Apply to PitchBook Data
Key Account Manager
Share this job
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. 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.
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 Key Account Manager manages PitchBook’s key and largest customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager is dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.
Primary Job Responsibilities:
- Achieve sales and retention goals measured quarterly while providing excellent support to clients
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s key enterprise clients 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
- Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
- 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
- Work collaboratively with designated Account Development Managers, Customer Success Managers, and Account Development Representatives to strategize on account retention and growth opportunities
- Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education
- Efficiently and thoroughly manage your pipeline and oversee the end-to-end sales cycle
- Use Catalyst and Salesforce to effectively manage client relationships through client interactions, account mapping, pipeline, and task management
- Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
- Use Gong regularly to review client calls, provide product feedback, and self-evaluate
- Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
- 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
- 5+ years of sales or account management experience, enterprise accounts preferred
- Proven ability to close complex deals with relevant stakeholders and oversee the end-to-end sales process
- Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
- Excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills; comfortable to engage a diverse array of clients
- Interest in the private equity and venture capital marketplace preferred
- 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
- Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future
Benefits at PitchBook:
Physical Health
- Private medical insurance
- Dental scheme
- Additional medical wellness incentives
- Life cover
Emotional Health
- Paid sabbatical program after four years
- Paid parental leave
- Education subsidies
- Robust training programs on industry and soft skills
- Minimum 25 days annual leave and volunteer days
Social Health
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 10% Pension contribution
- Income protection
- Shared ownership employee stock program
- 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.
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-VH1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Manager, Commercial Sales
Share this job
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. 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.
About the Role:
PitchBook’s Commercial organization is a key driver of our growth—fueling both new client acquisition and long-term account success. From initial outreach to product demonstrations and deal closure led by our New Business team and the ongoing relationship management provided by our Account Managers, each team plays a vital role. Together, they form a collaborative and high-impact organization that helps shape PitchBook’s market presence and deliver meaningful value to our clients.
PitchBook’s Manager, Commercial plays a critical role in driving growth through hands-on leadership, coaching, and operational excellence. This role leads a team of Sales Representatives and Account Managers, providing day-to-day guidance, support, and motivation to help team members reach individual and collective goals.
Additionally, this role is responsible for fostering a collaborative and high-performing team environment, ensuring team members are equipped with the skills, resources, and feedback needed to succeed. By developing team members, tracking progress toward goals, and addressing challenges promptly, the Manager, Commercial ensures consistent achievement of objectives and contributes to PitchBook’s overall success.
Primary Job Responsibilities:
- Lead, coach, and support a team of Sales and/or Account Managers to achieve and exceed individual and team revenue targets
- Monitor and manage team pipeline health within assigned segment, ensuring accurate forecasting and consistent performance
- Drive individual and team performance by providing regular feedback, setting clear expectations, and performance management to address gaps and support ongoing growth
- Guide performance through goal setting, coaching, and constructive feedback, ensuring team members meet expectations and continuously improve
- Drive a culture of accountability by assessing performance, delivering actionable feedback, and facilitating professional development for team members
- Support team members in complex negotiations and deal structuring, ensuring alignment with company policies and business objectives
- Ensure team adherence to established sales processes, company policies, and compliance requirements
- Foster team engagement and a positive work environment, promoting collaboration and well-being
- Prepare and communicate regular pipeline and forecasting reports for assigned segments
- Participate in recruiting, onboarding, and developing new team members to support team growth and capability
- Collaborate with other managers and cross-functional partners to execute sales initiatives and contribute to overall revenue strategy
- 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:
- 5+ years of experience in sales or account management, including 2+ years in a supervisory or team leadership role
- Proven success managing opportunities and workflows using Salesforce or similar CRM platforms
- Strong negotiation skills with a demonstrated ability to close complex deals effectively
- Deep understanding of financial markets or services, especially private equity and venture capital
- Passionate about coaching, career development, and training to build and sustain top-performing sales teams
- Self-motivated and goal-oriented, with a collaborative mindset and ability to thrive in team environments
- Operate with a strong sense of urgency and consistently deliver results under pressure
- Highly curious and solutions-focused, with a positive and resilient attitude
- Exceptional organizational skills with the ability to lead and manage large, distributed teams
- High emotional intelligence and the ability to build trust across diverse teams and stakeholders
- Outstanding verbal and written communication skills, with the ability to influence at all levels
- Experience using Outreach, Gong, or similar sales performance management tools to drive team effectiveness
- Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel, with a demonstrated ability to quickly learn new systems and software
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
- Annual base salary: $172,500-$172,500
- Annual on target variable commission of fully ramped representative meeting expectations: $69,000
- PitchBook currently has no cap on commission and commission is determined by individual performance
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.
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-AD2
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Sales Engineer
Share this job
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. 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.
About the Role:
Customers are King! Each and every day the Customer Success Team works to ensure that our clients are maximizing the value they receive from PitchBook. Onboarding, training, support, business development and renewals are handled by the Customer Success team. Customer Success does whatever it takes to ensure our customers achieve their goals and continue to grow their engagement with the PitchBook Platform.
PitchBook’s Sales Engineer provides support to our Sales and Customer Success teams as well as our clients related to our API and data feed solutions. Our Sales Engineer can easily navigate the technical aspects of our API and data feed products and effectively communicate how these products work to our clients or prospects. This role also provides ongoing technical support to clients related to our API and data feed products.
Primary Job Responsibilities:
- Provide pre- and post-sales technical expertise as well as ongoing consultation to PitchBook clients and prospects related to our customer-facing data feed and API solutions
- Partner with PitchBook’s Sales and Customer Success teams to determine and implement technical solutions for clients and prospects
- Coordinate with Product, Technology, and IT teams to effectively communicate to clients and prospects how the PitchBook Platform features, functionality, processes, and underlying technologies work
- Partner with remote development teams to build client solutions for PitchBook’s data feed and API products
- Manage a queue of client or prospect requests for technical solutions and specs
- Work collaboratively with Product teams to share customer feedback and suggestions
- 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:
- 3+ years of experience in sales/solutions engineering, customer success, or technical sales
- Must have experience in at least two of the following areas: financial markets industry knowledge, strong technical skills, or sales/customer success expertise. This experience should enable effective collaboration with large-scale enterprise clients, including major investment banks, Big 4 consulting firms, or Fortune 500 companies
- Ability to manage multiple stakeholders and work in cross-functional teams, demonstrating strong project management and organizational skills
- Experience using CRM tools (e.g., Salesforce) and familiarity with the sales pipeline, emphasizing the ability to help drive sales processes and track engagement
- Proficiency with the Microsoft Office suite and project management and collaboration tools (e.g., Jira, Confluence), with a demonstrated ability to quickly learn new software and systems
- Strong desire and ability to learn more about the private equity, venture capital, private credit, and M&A marketplaces and understand how each of our diverse client types engages with our product and data
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
- Annual base salary: $110,000-$110,000
- Annual on target variable commission of fully ramped representative meeting expectations: $30,500
- PitchBook currently has no cap on commission and commission is determined by individual performance
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.
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-AD1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Development Representative
Share this job
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. 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.
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!
PitchBook’s Account Development Representatives (ADRs) are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts. Account Development Representatives work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories.
This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. While Account Development Representatives don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.
Primary Job 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
- 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
- 1+ years 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 Kingdom without the need for visa sponsorship now or in the future
Benefits at PitchBook:
Physical Health
- Private medical insurance
- Dental scheme
- Additional medical wellness incentives
- Life cover
Emotional Health
- Paid sabbatical program after four years
- Paid parental leave
- Education subsidies
- Robust training programs on industry and soft skills
- Minimum 25 days annual leave and volunteer days
Social Health
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 10% Pension contribution
- Income protection
- Shared ownership employee stock program
- 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.
Ready to apply?
Apply to PitchBook Data
Senior Account Manager, PitchBook
Share this job
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. 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.
About the Role:
At PitchBook, a Morningstar company, 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 Senior Account Manager manages PitchBook’s core customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.
Primary Job Responsibilities:
- Achieve sales and retention goals measured quarterly while providing excellent support to clients
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s core clients via in-person meetings, phone, and/or email
- Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
- Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
- 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
- Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
- Go above and beyond to ensure customer satisfaction with business reviews and continual product education
- Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
- Use Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task management
- Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
- Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
- Use Gong regularly to review client calls, provide product feedback, and self-evaluate
- Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
- Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
- Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
- 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
- 4+ years of sales or account management experience
- Fluency in Japanese and English
- Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
- Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
- Excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills and comfortable to engage a diverse array of clients
- Interest in the private equity and venture capital marketplace preferred
- 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
- Must be authorized to work in Japan without the need for visa sponsorship now or in the future
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.
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-MW1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Manager, PitchBook
Share this job
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. 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.
About the Role:
At PitchBook, a Morningstar company, 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 Account Manager manages PitchBook’s core customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.
Primary Job Responsibilities:
- Achieve sales and retention goals measured quarterly while providing excellent support to clients
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s core clients via in-person meetings, phone, and/or email
- Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
- Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
- 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
- Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
- Go above and beyond to ensure customer satisfaction with business reviews and continual product education
- Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
- Use Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task management
- Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
- Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
- Use Gong regularly to review client calls, provide product feedback, and self-evaluate
- Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
- Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
- Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
- 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 sales or account management experience
- Fluency in Japanese and English
- Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
- Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
- Excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills and comfortable to engage a diverse array of clients
- Interest in the private equity and venture capital marketplace preferred
- 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
- Must be authorized to work in Japan without the need for visa sponsorship now or in the future
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.
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-MW1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Account Manager
Share this job
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. 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.
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 Account Manager manages PitchBook’s core customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.
Primary Job Responsibilities:
- Achieve sales and retention goals measured quarterly while providing excellent support to clients
- Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s core clients via in-person meetings, phone, and/or email
- Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
- Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
- 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
- Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
- Go above and beyond to ensure customer satisfaction with business reviews and continual product education
- Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
- Use Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task management
- Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
- Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
- Use Gong regularly to review client calls, provide product feedback, and self-evaluate
- Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
- Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
- Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
- 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:
- 2+ years of sales or account management experience
- Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
- Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
- Excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills and comfortable to engage a diverse array of clients
- Interest in the private equity and venture capital marketplace preferred
- 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
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- 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.
Compensation
- Annual base salary: $115,500-$115,500
- Annual on target variable commission of fully ramped representative meeting expectations: $45,000
- PitchBook currently has no cap on commission and commission is determined by individual performance
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.
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-VH1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data