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

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 Customer Support Specialist Tier 1 provides direct customer support via phone, email, and chat to existing PitchBook clients. You will work with the support team to troubleshoot customer issues and ensure the best possible customer experience. You work at the front lines, providing real time assistance to clients in need. Customer experience pain points you identify will inform product improvements and allow PitchBook to optimize the platform for customers worldwide. 

Primary Job Responsibilities:

• Respond to chat, phone, and email contacts from customers 
• Achieve contact volume and quality goals measured quarterly  
• Communicate effectively, both written and verbally, to ensure smooth resolution of customer issues 
• Work collaboratively with other support specialists to resolve customer questions and issues 
• Work continuously to document the details of each interaction in Salesforce to easily research customer issues and to inform product improvements 
• Partner with global teams to ensure continuous support availability during required business hours 
• 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
• 1+ years of experience in a customer service role
• A client first attitude and enjoy engaging with customers 
• Ability to stay updated with changing industry and financial market trends while adapting to internal organizational updates and changes 
• 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 handle high call volume in parallel with project work 
• Ability to adapt to a corporate culture and seamlessly adopt guidelines and processes set forth by the organization 
• Comfortable to engage with a diverse array of customers 
• 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 paid a salary of $60,000-$60,000
• Target annual bonus percentage: 7.5%

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

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

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

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

About the Role:

The Marketing team at PitchBook is critical to fueling the company’s growth by utilizing a variety of strategies to support our Sales and Customer Success departments in growing and retaining our client base. The Marketing department is responsible for all demand generation efforts by executing engaging campaigns, effective product marketing strategies, and attending client and trade-show events. The Marketing team is also responsible for promoting the PitchBook brand and supporting internal communications. 

The Senior Marketing Specialist, Events & Partnerships at PitchBook plays a key role in driving our partnership and conference strategy. This role manages the planning and execution of high-profile conferences, ensures the fulfillment of partnership agreements, and supports the growth of strategy initiatives that enhance PitchBook’s brand and drive demand generation. The ability to work cross-functionally between Sales, Customer Success, Data Operations, Institutional Research, and Marketing is critical for this role so that the team builds a cohesive approach to our conference and partnership strategy 

Primary Job Responsibilities:

• Manage and execute conference and partnership strategy to drive lead generation, pipeline velocity, and strengthen brand position
• Oversee vendor relationships for assigned events, including negotiation, budgeting, and on-site execution
• Coordinate with current and potential partners to drive mutual benefit for both parties while working with internal teams to fulfill partnership agreements 
• Where appropriate with partners, build and maintain limited PitchBook access programs to drive product awareness 
• Collaborate with cross-functional teams to determine event and program objectives and drive pre and post execution activities 
• Develop an intimate understanding of the PitchBook brand and culture ensuring brand execution through messaging, design, and overall event experience 
• Manage communication between Sales and Customer Success to ensure effective event staffing, preparation, and training 
• Evaluate, measure, and report on the strategic effectiveness of events 
• Track and manage conference and travel budgets each quarter as aligned with event allocation 
• Support the vision and values of the company through role modeling and encouraging desired behaviors 
• Participate in various company initiatives and projects as requested 
• Travel requirement: Up to 20% travel

Skills and Qualifications:

• Bachelor's degree required 
• 3+ years of relevant professional experience in Marketing and Events Management
• Ability to work productively across diverse teams in rapidly changing situations. Partnership and collaboration is a fundamental requirement
• Ability to simultaneously manage multiple projects and priorities. Detail-oriented and deadline-driven
• Excellent written and verbal communication skills
• Technically savvy, with experience in Marketo, Salesforce.com, Splash, Zoom, or similar marketing automation programs preferred
• 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: $80,000-$90,000
• Target annual bonus percentage: 7.5%

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-KL1

#LI-Onsite

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

About the Role:

PitchBook's Marketing team is a world-class B2B growth engine, fueling the company's momentum as the pulse of private capital markets. Operating at the pace of our complex and opportunity-rich industry, we deliver impactful marketing that adapts to shifting market dynamics while bringing clarity, precision, and creativity to every stage of the customer lifecycle. Through an agile blend of Brand, Creative, Content, Go-to-Market, Channel, Operations and AI strategies, we ensure our work doesn't just inform—it shapes. United by purpose and leveraging a data-driven approach, our team empowers PitchBook to meet the speed of private capital, helping customers move forward with conviction. 

As part of PitchBook's Marketing team, the Sr. Sales Enablement Manager serves as the connective tissue that ensures commercial teams can execute with confidence in the field. This is a senior individual contributor role based in New York and dedicated to PitchBook’s largest commercial hub, responsible for owning the strategy and programs that equip reps with what they need to drive revenue across three dimensions: what they know, how they sell, and what they do in front of customers.  

New York is PitchBook's highest-volume office, with commercial teams spanning all our segments and representing the largest share of Platform & Direct Data bookings globally. The Sr. Manager is the dedicated enablement owner for this market, coaching reps across every segment to ensure they are field-ready, consistently developed, and executing in line with go-to-market priorities.  

Collaborating with L&D, RevOps, Insights, Product Marketing, Segment Solutions and Sales, the Sr. Manager translates go-to-market strategy into consistent execution around shared messaging, assets, tools, and workflows — ensuring what happens in the field reflects the company's strategic imperatives, commercial priorities, and revenue targets.  

This role operates with measurable autonomy, sets a standard for enablement quality across the team, and serves as a senior functional resource to Sr. Specialists without carrying direct management responsibility. 

Primary Job Responsibilities:

• Own the enablement strategy and program roadmap for PitchBook's New York office — the company's largest commercial hub
• Ensure enablement coverage spans the full commercial lifecycle: a fast-follow to structured onboarding (led by L&D and RevOps), continuous skill development, and ongoing coaching and field reinforcement across all NY-based commercial roles
• Serve as the senior practitioner bridging Product, Marketing, and Sales leadership — translating GTM strategy into consistent field execution and ensuring the three are tightly aligned around shared priorities
• Define and maintain the standards for what "field-ready" looks like across knowledge, selling motion, and customer-facing execution — calibrated to the distinct needs of each segment in the NY market
• Partner with Product Marketing to receive and operationalize readiness kits and demo assets — translating PMM-designed materials into field-ready training experiences, activation plans, and rep workflows tailored to the NY market and its four segments
• Own the last mile of GTM execution: ensuring reps understand, internalize, and can confidently deploy what PMM produces — through structured training, reinforcement, and live practice 
• Ensure reps can articulate the right message, run the right motion, and show up effectively in front of customers across all segments
• Champion AI enablement initiatives, leading the rollout of AI-powered tools and agents that improve commercial productivity and impact
• Act as the connective layer between PMM, GTM Campaigns, RevOps, and Commercial leadership — ensuring enablement assets, messaging, and activation are consistent with brand, go-to-market strategy, and revenue targets
• Drive alignment across stakeholders so that product positioning, marketing campaigns, and field execution reinforce one another rather than operating in silos
• Partner with NY commercial leadership across all segments and domains to deeply understand each segment's motion, competitive dynamics, and buyer landscape — and build enablement that reflects that nuance
• Act as a functional mentor and informal resource for Sr. Specialists — sharing best practices, providing input on work quality, and helping unblock delivery challenges without direct management authority
• Set standards for program design, content quality, and stakeholder engagement across the enablement team
• Contribute to team planning by helping scope workstreams, flag risks, and recommend prioritization to enablement leadership
• Hold enablement programs accountable to NY office revenue outcomes — pipeline progression, win rates, retention, and expansion — not activity volume or asset delivery counts
• Track rep confidence and demonstrated readiness as primary indicators of program quality, using assessments, manager observations, and call review data to measure whether reps can execute — not just whether they attended a training
• Monitor how reps and managers actively use playbooks, assets, and tools in live selling situations (via Gong, Highspot engagement, and manager feedback) — distinguishing meaningful usage from passive consumption
• Gather ongoing feedback from reps and managers to identify where knowledge gaps, motion breakdowns, or low-quality preparation are costing deals — and use that to drive program improvements
• Partner with RevOps to build a clear line of sight between enablement participation and commercial outcomes, with a bias toward metrics that reflect real behavior change over completion rates or content views
• 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:

• 8+ years of experience in B2B SaaS sales enablement, with a demonstrated track record of owning and delivering large, complex enablement programs from strategy through field execution
• Proven ability to lead multiple high-stakes programs simultaneously — and to connect them into a coherent, sustainable enablement system rather than a collection of one-off initiatives
• Deep expertise across several core enablement disciplines — onboarding, coaching frameworks, GTM readiness, content systems, or field activation — with the judgment to focus on the highest-impact levers rather than trying to do everything
• Fluent in modern sales methodologies (e.g. MEDDIC, Challenger, SPIN) and how to operationalize them into practical playbooks, coaching frameworks, and rep-facing tools — draws on firsthand experience to translate strategy into what reps do in a prospect or customer conversation
• Strong commercial and financial acumen — understands how enablement decisions affect revenue outcomes, rep behavior, and the prospect/customer experience, and can articulate that connection clearly to senior stakeholders
• Drives cross-functional collaboration with intention: brings together Sales, Product, and Marketing not for alignment's sake, but because integrated execution produces better commercial results
• Skilled at prioritizing ruthlessly — identifies the programs and interventions that will move the needle and commits fully, rather than spreading effort across low-impact work
• Strong facilitation and communication skills; able to influence without authority across functions, seniority levels, and commercial segments
• Proficiency with Salesforce and Gong; familiarity with Highspot, Klue and Asana preferred
• Experience working with financial services, data, or institutional investment customer segments is a plus
• 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: $130,000-$150,000
• Target annual bonus percentage: 10%

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-KL1

#LI-Onsite

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

About the Role:

As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at PitchBook! With our customers’ success comes our success, and we are dedicated to providing them with the highest level of service and expertise.

At the core of our business is our commitment to understanding our clients' needs, challenges, and opportunities. As a member of our team, you'll be at the forefront of emerging trends and technologies by working closely with clients to position our products and services in a way that helps them achieve their goals. You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals. We are committed to helping you achieve your personal and professional goals, and we can’t wait for you to join the team!

PitchBook’s Core Sales team drives our growth through new client acquisition in partnership with the Sales Development team and Business Development Associate team. Our Business Development Core reps oversee the sales process from product demonstration to deal closure. They are experts in demonstrating to our clients why their businesses cannot live without PitchBook. This is a highly visible team that makes a direct and significant impact on our business.    

Business Development Representative, Core Sales works diligently to close new business opportunities provided by Sales Development Representatives, Business Development Associates, or through their own prospecting. This role contributes to PitchBook’s overall sales goals by managing clients through the sales cycle from product demonstration to deal close. PitchBook’s Business Development Representative, Core Sales manages a robust sales pipeline to grow the PitchBook client portfolio.    

Primary Job Responsibilities:

• Consistently meet and exceed sales goals
• Effectively manage a pipeline of high-quality Core segment opportunities
• Work closely with Business Development Associates to better understand use cases for current pipeline of potential clients and new prospects
• Independently prospect new business opportunities, including managing your own referral networks with potential and current clients
• Act as PitchBook platform expert in order to successfully perform product demonstrations with potential clients, showing features that serve their business needs
• Act as a consultant for prospects and understand their needs and business priorities
• Guide clients through needs analysis and discovery sessions by asking thorough questions
• Work closely with our client development and account management teams to ensure a successful client relationship
• Consistently and accurately follow sales processes and expectations
• 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 successful sales and business development experience, with a technology product strongly preferred
• Experience managing opportunities and workflow using Salesforce or similar CRM
• Possess strong negotiation skills and proven ability to effectively close leads
• Interest in financial markets or services, particularly private equity, and venture capital
• Enjoy networking and conversing with new people every day, comfortable engaging a diverse array of clients
• Self-motivated, persistent, with a goal-oriented attitude and can work effectively as an individual or as part of a team
• Ability to operate with a keen sense of urgency and deliver results
• Highly curious with a positive attitude
• Have terrific prioritization skills to handle a large volume of leads efficiently
• Exemplary verbal and written communication skills
• Team player with entrepreneurial spirit – with the desire to try new ideas to achieve greater success
• Proficiency with Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

Benefits + Compensation at PitchBook:

Physical Health            

• Comprehensive health benefits
• 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: $175,000
• 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-AR1

#LI-Onsite

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

About the Role:

As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at PitchBook! With our customers’ success comes our success, and we are dedicated to providing them with the highest level of service and expertise.

At the core of our business is our commitment to understanding our clients' needs, challenges and opportunities. As a member of our team, you'll be at the forefront of emerging trends and technologies by working closely with clients to position our products and services in a way that helps them achieve their goals. You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals. We are committed to helping you achieve your personal and professional goals, and we can’t wait for you to join the team!

PitchBook's Sales Team drives growth through new enterprise client acquisition. Our Market Development Representatives are the first point of contact for most of our new business opportunities and begin the full-funnel sales cycle that culminates in contract execution facilitated by our business development representatives. This is a highly visible team that makes a direct and significant impact on our business by working closely with clients to position our products and services in a way that helps them achieve their goals.  

PitchBook's Market Development Representatives work diligently to engage and convert inbound leads into new sales opportunities for our Small Medium Business Sales Team. Market Development Representatives contribute to the delivery of overall sales goals by engaging warm leads through consistent outreach by way of phone, email, and LinkedIn to book product demos. 

Primary Job Responsibilities:

• Achieve outlined goals and key performance indicators while upholding values and providing an excellent experience for prospective customers 
• Book qualified product demonstrations for our sales team 
• Connect with leads through written and verbal communication 
• Utilize tool stack as instructed to work through lead pipeline and maintain accurate records 
• Act as a consultant and take the time to understand your prospects needs and business priorities to address appropriately 
• Conduct thorough discovery both pre-call and during call  
• Complete company and team assigned training 
• 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 
• Prior sales internship experience preferred but not necessary 
• Prior experience with tools such as Salesforce, Outreach, and LeanData/BookIt preferred but not necessary 
• Demonstrate fearless curiosity and operate with a strong sense of urgency to deliver results  
• Maintain prioritization and organization based on team strategy and goals  
• Possess strong negotiation skills to effectively book inbound leads 
• Excellent verbal and written communication skills  
• A self-starter with a competitive spirit but also team oriented  
• Interested in the capital markets  
• 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 $27,500. This represents an annual income of $65,000 + $27,500 = $92,500.

• 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-VH1

#LI-Onsite

About the Role:

As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at PitchBook! With our customers’ success comes our success, and we are dedicated to providing them with the highest level of service and expertise.

At the core of our business is our commitment to understanding our clients' needs, challenges and opportunities. As a member of our team, you'll be at the forefront of emerging trends and technologies by working closely with clients to position our products and services in a way that helps them achieve their goals. You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals. We are committed to helping you achieve your personal and professional goals, and we can’t wait for you to join the team!

PitchBook's Sales Team drives growth through new enterprise client acquisition. Our Market Development Representatives are the first point of contact for most of our new business opportunities and begin the full-funnel sales cycle that culminates in contract execution facilitated by our business development representatives. This is a highly visible team that makes a direct and significant impact on our business by working closely with clients to position our products and services in a way that helps them achieve their goals.  

PitchBook's Market Development Representatives work diligently to engage and convert inbound leads into new sales opportunities for our Small Medium Business Sales Team. Market Development Representatives contribute to the delivery of overall sales goals by engaging warm leads through consistent outreach by way of phone, email, and LinkedIn to book product demos. 

Primary Job Responsibilities:

• Achieve outlined goals and key performance indicators while upholding values and providing an excellent experience for prospective customers 
• Book qualified product demonstrations for our sales team 
• Connect with leads through written and verbal communication 
• Utilize tool stack as instructed to work through lead pipeline and maintain accurate records 
• Act as a consultant and take the time to understand your prospects needs and business priorities to address appropriately 
• Conduct thorough discovery both pre-call and during call  
• Complete company and team assigned training 
• 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 
• Prior sales internship experience preferred but not necessary 
• Prior experience with tools such as Salesforce, Outreach, and LeanData/BookIt preferred but not necessary 
• Demonstrate fearless curiosity and operate with a strong sense of urgency to deliver results  
• Maintain prioritization and organization based on team strategy and goals  
• Possess strong negotiation skills to effectively book inbound leads 
• Excellent verbal and written communication skills  
• A self-starter with a competitive spirit but also team oriented  
• Interested in the capital markets  
• 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 $27,500. This represents an annual income of $65,000 + $27,500 = $92,500.

• 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-VH1

#LI-Onsite

About the Role:

Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time. 

PitchBook’s Account Executive (AEs) supports our Lumonic subsidiary and closes new business within the alternative investment industry. This full-cycle sales role requires an entrepreneurial approach to prospecting and relationship-building with leads coming from a variety of different channels. This role requires individuals highly skilled at identifying opportunities, building trust with investors (our customers), and navigating complex sales cycles.

Success in this role requires financial acumen, particularly in private credit, private equity and venture capital, as well as the ability to engage in sophisticated conversations with fund managers and investment professionals. Additionally, the Account Executive role will develop strong technical product knowledge and be responsible for independently conducting product demonstrations, leading proof-of-concept (POC) engagements, and showcasing Lumonic’s value proposition.

Primary Job Responsibilities:

• Proactively identify and pursue new business opportunities within the alternative investment space, including private credit, private equity, and venture capital markets
• Build and maintain strong relationships with fund managers, investment professionals, and key stakeholders, developing trust and credibility through industry expertise and consultative selling
• Independently conduct product demonstrations and proof-of-concept (POC) engagements, showcasing Lumonic’s platform
• Develop deep technical product knowledge to effectively articulate Lumonic’s capabilities and address client-specific needs, including handling technical questions throughout the sales process
• Work cross-functionally with the implementation, customer, and product teams to ensure smooth client onboarding and ongoing platform adoption
• Collaborate closely with leaders and sales colleagues to refine messaging, identify strategic opportunities, and contribute to the company’s overall growth strategy
• Own the entire sales cycle, from initial outreach and discovery to contract negotiation and closing, ensuring a seamless handoff to the implementation team
• Adapt and iterate on sales strategies, leveraging data-driven insights and experimenting with new approaches to optimize conversion rates
• 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, commonly in economics, finance, and related majors
• 3+ years of full-cycle sales experience, preferably in financial technology or alternative investments
• Strong understanding of private credit, private equity, and venture markets, with the ability to engage in financial discussions with investors
• Proven ability to independently prospect, build relationships, and drive deals without a steady flow of inbound leads
• Experience leading product demonstrations and proof-of-concept (POC) engagements with strong technical aptitude
• Excellent communication and negotiation skills with a consultative approach to selling
• Entrepreneurial mindset and comfortable working in a fast-moving and cross-functional environment
• Proficiency in CRM and prospecting tools (Hubspot, Salesforce, Clay, Apollo), with the ability to learn new systems quickly
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

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: $120,000-$160,000
• Annual on target variable commission of fully ramped representative meeting expectations: $150,000
• 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-KL1

#LI-Onsite

About the Role:

Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time. 

PitchBook’s Account Executive (AEs) supports our Lumonic subsidiary and closes new business within the alternative investment industry. This full-cycle sales role requires an entrepreneurial approach to prospecting and relationship-building with leads coming from a variety of different channels. This role requires individuals highly skilled at identifying opportunities, building trust with investors (our customers), and navigating complex sales cycles.

Success in this role requires financial acumen, particularly in private credit, private equity and venture capital, as well as the ability to engage in sophisticated conversations with fund managers and investment professionals. Additionally, the Account Executive role will develop strong technical product knowledge and be responsible for independently conducting product demonstrations, leading proof-of-concept (POC) engagements, and showcasing Lumonic’s value proposition.

Primary Job Responsibilities:

• Proactively identify and pursue new business opportunities within the alternative investment space, including private credit, private equity, and venture capital markets
• Build and maintain strong relationships with fund managers, investment professionals, and key stakeholders, developing trust and credibility through industry expertise and consultative selling
• Independently conduct product demonstrations and proof-of-concept (POC) engagements, showcasing Lumonic’s platform
• Develop deep technical product knowledge to effectively articulate Lumonic’s capabilities and address client-specific needs, including handling technical questions throughout the sales process
• Work cross-functionally with the implementation, customer, and product teams to ensure smooth client onboarding and ongoing platform adoption
• Collaborate closely with leaders and sales colleagues to refine messaging, identify strategic opportunities, and contribute to the company’s overall growth strategy
• Own the entire sales cycle, from initial outreach and discovery to contract negotiation and closing, ensuring a seamless handoff to the implementation team
• Adapt and iterate on sales strategies, leveraging data-driven insights and experimenting with new approaches to optimize conversion rates
• 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, commonly in economics, finance, and related majors
• 3+ years of full-cycle sales experience, preferably in financial technology or alternative investments
• Strong understanding of private credit, private equity, and venture markets, with the ability to engage in financial discussions with investors
• Proven ability to independently prospect, build relationships, and drive deals without a steady flow of inbound leads
• Experience leading product demonstrations and proof-of-concept (POC) engagements with strong technical aptitude
• Excellent communication and negotiation skills with a consultative approach to selling
• Entrepreneurial mindset and comfortable working in a fast-moving and cross-functional environment
• Proficiency in CRM and prospecting tools (Hubspot, Salesforce, Clay, Apollo), with the ability to learn new systems quickly
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

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: $120,000-$160,000
• Annual on target variable commission of fully ramped representative meeting expectations: $150,000
• 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-KL1

#LI-Onsite

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