Customer Success Manager

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

Physical Health

Additional medical wellness incentives

STD, LTD, AD&D, and life insurance

Emotional Health

Paid sabbatical program after four years

As a member of our Account Management & Customer Success team, 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 Customer Success Manager supports accounts that are of strategic importance to PitchBook and works with a team to complete all account-related requests and activities. They will develop a deep knowledge of their clients’ industries, sectors, and strategic business needs and help optimize usage of the PitchBook platform. They will maintain relationships with key contacts, encourage engagement with underutilized product elements, and drive client retention and expansion.

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

Participate in various company initiatives and projects as requested

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