Account Manager, PitchBook

About the Role :

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

Primary Job 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

Skills and Qualifications :

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

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