Account Manager

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 core clients
• Identify growth opportunities to expand existing user base within a portfolio of accounts
• Develop and own long-term strategy and execution plans to increase client engagement
• Conduct consultative client demonstration sessions highlighting platform value
• Collaborate with Customer Success Managers and Account Development Representatives
• Manage end-to-end sales cycle and pipeline using Salesforce and Catalyst
• Use Tableau, Highspot, and Gong to monitor usage, engagement, and client interactions
• Prospect new accounts using LinkedIn Navigator and other channels

Requirements

• 2+ years of sales or account management experience
• Proven ability to close complex deals and oversee the end-to-end sales process
• Experience with Salesforce or similar CRM systems
• Excellent verbal and written communication skills
• Strong presentation and negotiation skills
• Proficiency with Microsoft Office suite (Outlook, Word, Excel)
• Authorized to work in the United States without visa sponsorship

Preferred Qualifications

• Bachelor's degree
• Interest in the private equity and venture capital marketplace

Benefits

• Comprehensive health, dental, and vision insurance
• 401k match and shared ownership employee stock program
• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend and tuition reimbursement
• Monthly transportation stipend
• Generous vacation, sick, and volunteer days

About the Company

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