Customer Success Manager, PitchBook

2+ years of customer success management or account management experience

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

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

A98_MstarResSingapor Morningstar Research Pte Ltd.

(Singapore) Legal Entity

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.

A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members.

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