Full-Time

Customer Success Manager

Posted on 4/25/2024

PitchBook

PitchBook

1,001-5,000 employees

Comprehensive data platform for capital markets


Mid

Seattle, WA, USA

Required Skills
Communications
Salesforce
Requirements
  • Bachelor’s degree or equivalent experience
  • 2+ years of previous account management experience preferred
  • Prior experience with Gainsight or similar customer success management software
  • Excellent verbal and written communication skills
  • Exemplary presentation skills
  • Curious, able, and interested to learn about client needs
  • Organized with terrific prioritization skills
  • Self-motivated, persistent, and goal-oriented attitude
  • Proficiency with Microsoft Office suite
Responsibilities
  • Achieve Net Renewal Rate goals measured quarterly while providing excellent support to clients
  • Act as the go-to product expert for a dedicated portfolio of clients
  • Onboard new clients and conduct training sessions
  • Proactively ensure client satisfaction and success throughout the entire client lifecycle
  • Conduct formal business reviews with each client
  • Serve as an advocate for clients by analyzing customer health and usage data
  • Engage regularly with Account Managers to strategize on account retention and growth opportunities
  • Conduct client demonstration sessions
  • Use Salesforce and Tableau to manage client relationships
  • Document client interactions in Salesforce
  • Drive engagement with clients through personalized communication
  • Support company vision and values
  • Participate in various company initiatives and projects

PitchBook offers a comprehensive data and research platform for global capital markets, providing powerful insights and analysis for capital market professionals in both public and private markets. The platform leverages data analytics and research tools to empower users with actionable insights and analysis.

Company Stage

M&A

Total Funding

$13.8M

Headquarters

Seattle, Washington

Founded

2007

Growth & Insights
Headcount

6 month growth

8%

1 year growth

6%

2 year growth

40%

Benefits

Flexible work program

Generous PTO

Paid sick days

Company-wide days off

Learning & development opportunities

401k & company matching

Medical, dental and vision insurance

HSA+FSA Accounts

Paid parental leave

Transportation stipend

Team building & company-wide events