Account Executive

Responsibilities

• Consistently meet and exceed sales goals
• Manage a pipeline of high-quality Core segment opportunities
• Work with Business Development Associates to understand client use cases
• Independently prospect new business opportunities and manage referral networks
• Perform product demonstrations as a platform expert
• Act as a consultant to understand prospect needs and business priorities
• Guide clients through needs analysis and discovery sessions
• Collaborate with client development and account management teams
• Follow sales processes and expectations accurately

Requirements

• 3+ years of successful sales and business development experience
• Experience with technology products preferred
• Proficiency using Salesforce or similar CRM
• Strong negotiation and closing skills
• Interest in financial markets, private equity, or venture capital
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office suite (Outlook, Word, Excel)

Benefits

• Comprehensive health, medical wellness, and life insurance
• Paid sabbatical after four years and paid family/paternity leave
• Annual educational stipend and tuition reimbursement eligibility
• CFA exam stipend and robust training programs
• Generous vacation, sick, and volunteer days
• 401k match and shared ownership employee stock program
• Monthly transportation stipend

About the Company

PitchBook, a Morningstar company, provides extensive data and analytics to help professionals in the financial markets succeed. We thrive on collaboration, innovation, and a culture of curiosity.