Full-Time
Customer Success Manager
Posted on 4/25/2024
Data and research platform for global capital markets
Mid
Seattle, WA, USA
- 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 with a keen eye for detail
- Enjoys relationship building and comfortable to engage 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
- Curious, able, and interested to learn about client needs
- 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
- 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 to ensure they derive value from the PitchBook platform
- Onboard new clients and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client
- Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle
- Conduct formal business reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction, and to provide continual product education
- Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
- Build PitchBook champions at all levels of seniority at client firms
- Engage regularly with Account Managers to strategize on account retention and growth opportunities
- 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
- Use Salesforce and Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
- Work continuously to document the details of each client interaction in Salesforce to improve customer information and drive retention
- Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot
- Utilize Outreach to assist in regular and timely communication with clients as needed
- Comprehend and demonstrate why and how each of our client types engages with our product and our data
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
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
6 month growth
↑ 7%1 year growth
↑ 5%2 year growth
↑ 39%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