Account Manager, Renewals

Responsibilities

• Act as primary point of contact and business partner for a dedicated portfolio of clients
• Achieve retention and sales goals measured monthly and quarterly
• Negotiate renewal terms to align with customer and company goals
• Manage escalations relating to contract questions and negotiations
• Maintain a rolling 90-day renewal forecast
• Analyze customer health and usage data to identify trends and improve adoption
• Document client interactions to drive retention

Requirements

• Bachelor’s degree or equivalent experience
• 2+ years of experience in client-facing roles, sales, or account management
• Proven ability to close deals and oversee end-to-end renewal processes
• Experience with Salesforce or similar CRM
• 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 sponsorship

Preferred Qualifications

• Interest in the PE / VC marketplace

Benefits

• Comprehensive health benefits and medical wellness incentives
• Paid sabbatical program and paid family/paternity leave
• Annual educational stipend and tuition reimbursement
• 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 the financial markets, fostering a collaborative culture of innovation and excellence.