Account Development Representative

Responsibilities

• Drive outbound prospecting and manage inbound account leads to create qualified opportunities
• Conduct discovery calls and qualify prospects before handoff
• Meet or exceed monthly and quarterly quotas for pipeline contribution
• Partner with Account Managers and Business Development Representatives on a fixed book of accounts
• Research accounts and territories to uncover new decision-makers
• Use tools like LinkedIn Sales Navigator, Outreach.io, and Highspot for tailored messaging
• Maintain accurate records in Salesforce
• Review interactions in Gong to refine sales strategies

Requirements

• Bachelor’s degree
• 6+ months of outbound prospecting experience
• Prior experience with Salesforce or similar CRM preferred
• Excellent verbal and written communication skills
• Interest in financial markets, private equity, or venture capital
• Proficiency with Microsoft Office suite (Outlook, Word, Excel)
• Authorized to work in the United States without sponsorship

Preferred Qualifications

• Experience in financial services or private capital markets
• Proven ability to manage a sales pipeline with high urgency

Benefits

• Comprehensive health, medical wellness, and life insurance
• Paid sabbatical program and paid family leave
• Annual educational stipend and tuition reimbursement
• 401k match and employee stock program
• Monthly transportation stipend
• Generous vacation, sick, and volunteer days

About the Company

PitchBook, a Morningstar company, provides extensive data and analytics to the private markets, helping professionals make informed investment decisions.