Account Management Director

Nice to have:

6+ 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

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 Account Management Director manages PitchBook’s core customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Management Director 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.

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

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

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