Full-Time
Customer Success Manager
Confirmed live in the last 24 hours
Comprehensive global capital markets data and research platform
Junior
London, UK
- Business fluency in French
- 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
- An appreciation for the private equity and venture capital marketplace
- Curious, able, and interested to learn about client needs
- Organized with terrific prioritization skills
- Self-motivated, persistent, and goal-oriented attitude
- 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 conducts 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 firm
- 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
- 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 sets itself apart as a leading resource in global capital markets, offering comprehensive data, research, and insights through its dynamic suite of products. With a robust database that covers both public and private markets, it provides actionable intelligence that aids clients in making informed decisions. As part of Morningstar since 2016, PitchBook demonstrates industry leadership with its global presence and commitment to exceeding customer expectations.
Company Stage
M&A
Total Funding
$13.8M
Headquarters
Seattle, Washington
Founded
2007
6 month growth
↑ 7%1 year growth
↑ 14%2 year growth
↑ 44%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