Customer Success Manager

Responsibilities

• Achieve retention and expansion goals measured quarterly
• Act as a product expert for a dedicated portfolio of clients
• Onboard new clients and conduct training sessions
• Conduct formal business reviews to measure renewal probability and satisfaction
• Analyze customer health and usage data to identify trends
• Use Catalyst and Tableau to manage client relationships and monitor usage
• Document client interactions to drive retention
• Drive engagement through personalized emails and marketing materials

Requirements

• 2+ years of customer success or account management experience
• Excellent verbal and written communication skills
• Strong relationship building and presentation skills
• Understanding of private equity and venture capital marketplaces
• Proficiency with Microsoft Office suite (Outlook, Word, Excel)
• Authorized to work in the United States without sponsorship

Benefits

• Comprehensive health, medical wellness, and life insurance
• Paid sabbatical, family, and paternity leave
• Annual educational stipend and tuition reimbursement
• 401k match and employee stock program
• Monthly transportation stipend

About the Company

PitchBook, a Morningstar company, provides extensive data and insights to help professionals in the private equity and venture capital markets make informed decisions.