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PitchBook · 2 days ago

Customer Success 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 Customer Success Manager will support key accounts, ensuring client satisfaction and retention while optimizing the usage of the PitchBook platform.

AnalyticsFinanceVenture Capital

Culture & Values

No H1B

Responsibilities

Achieve retention and expansion goals measured quarterly while providing excellent support to clients

Act as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform

Onboard new clients, identify client goals, and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client

Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle

Conduct formal business reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction, and to provide continual product education

Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption

Engage regularly with Account Managers to strategize on account retention and growth opportunities

Use Catalyst and Tableau to effectively manage client relationships through call logging, usage data monitoring, and task management

Work continuously to document the details of each client interaction in Catalyst to improve customer information and drive retention

Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot

Comprehend and demonstrate why and how each of our client types engages with our product and our data

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

Customer success managementAccount management experiencePresentation skillsMicrosoft Office proficiencyRelationship buildingCuriosityVerbal communicationWritten communicationOrganizational skillsTeamwork

Required

Bachelor's degree preferred

2+ years of customer success management or account management experience

Excellent verbal and written communication skills with a keen eye for detail

Enjoys relationship building and comfortable engaging with a diverse array of clients to learn their business needs and provide value

Exemplary presentation skills

An appreciation for the private equity and venture capital marketplace and the ability to learn and demonstrate how clients can benefit from engaging with new product features and new data

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

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