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PitchBook · 1 day ago

Account Manager

New York, NY

Full-time

Onsite

Entry, Mid Level

$110K/yr - $110K/yr

2+ years exp

PitchBook, a Morningstar company, is dedicated to innovation and collaboration. The Account Manager will manage core customer relationships, develop sales strategies for expansion and renewals, and ensure customer satisfaction through strong relationship-building and consultative approaches.

AnalyticsFinanceVenture Capital

Culture & Values

No H1B

Hiring Manager

Victoria Harley

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

Qualification

Sales strategy developmentClient relationship managementSalesforce proficiencyNegotiation skillsAccount management experienceMicrosoft Office proficiencyPresentation skillsCuriosityVerbal communicationWritten communicationOrganizational skillsTeam collaboration

Required

2+ years of sales or account management experience

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

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

Must be authorized to work in the United States without the need for visa sponsorship now or in the future