(Senior) Account Manager, PitchBook

As an Account Manager at PitchBook, a Morningstar company, you will manage core customer relationships, focusing on expansion, renewals, and satisfaction. You will build sales strategies, identify growth opportunities within existing accounts, and establish lasting relationships with key decision-makers. The role involves achieving sales goals, providing client support, conducting product demonstrations, and collaborating with customer success teams to ensure client engagement and retention.

Must Have

• Achieve sales and retention goals quarterly
• Act as primary point of contact for clients
• Identify growth opportunities within accounts
• Develop long-term account strategy and execution plans
• Conduct client demonstration sessions consultatively
• Collaborate with Customer Success Managers
• Ensure customer satisfaction through reviews and education
• Efficiently manage sales pipeline and cycle
• Use Catalyst and Salesforce for client relationship management
• Drive engagement with prospective clients
• Use Tableau for usage data monitoring
• Use Gong for call review and feedback
• Prospect new accounts leveraging various channels
• Participate in global account manager meetings
• Adhere to Salesforce best practices and data hygiene
• Support company vision and values
• Bachelor’s degree preferred
• 2+ years of sales or account management experience
• Fluency in Japanese and English
• Proven ability to close complex deals
• Prior experience with CRM (Catalyst, Salesforce)
• Excellent verbal and written communication skills
• Exemplary presentation skills
• Strong negotiation skills
• Proficiency with Microsoft Office suite

Good to Have

• Interest in the private equity and venture capital marketplace
• Curious and interested to learn about client needs
• Organized with terrific prioritization skills
• Self-motivated, persistent, and goal-oriented attitude
• Ability to work effectively as part of a team
• Possess resiliency

Perks & Benefits

• Hybrid work environment
• Four days in-office each week (in most locations)
• Range of other benefits to enhance flexibility

About the Role:

At PitchBook, a Morningstar company, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

The Account Manager manages PitchBook’s core customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.

Primary Job 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 PitchBook’s core clients via in-person meetings, phone, and/or email
• Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
• Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
• Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach
• Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
• Go above and beyond to ensure customer satisfaction with business reviews and continual product education
• Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
• Use Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task management
• Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
• Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
• Use Gong regularly to review client calls, provide product feedback, and self-evaluate
• Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
• Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
• Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Skills and Qualifications:

• Bachelor’s degree preferred
• 2+ years of sales or account management experience
• Fluency in Japanese and English
• Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
• Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
• Excellent verbal and written communication skills with a keen eye for detail
• Exemplary presentation skills and comfortable to engage a diverse array of clients
• Interest in the private equity and venture capital marketplace preferred
• Curious, able, and interested to learn about client needs
• Organized with terrific prioritization skills
• Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team
• Possess strong negotiation skills, persistence, and resiliency
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily