Sales Development Representative
Posted on 2/8/2024
PitchBook

1,001-5,000 employees

Comprehensive global capital markets data and research platform
Company Overview
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

N/A

Total Funding

$13.8M

Founded

2007

Headquarters

Seattle, Washington

Growth & Insights
Headcount

6 month growth

1%

1 year growth

2%

2 year growth

39%
Locations
London, UK
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
Salesforce
Marketing
CategoriesNew
Sales & Account Management
Requirements
  • Bachelor’s degree or equivalent work experience
  • Prior internship experience or one year of work experience, ideally in finance or sales
  • Prior experience with Salesforce or similar CRM preferred
  • Excellent verbal and written communication skills
  • 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
Responsibilities
  • Achieve daily, weekly, and monthly outreach goals including demo and call volume while providing an excellent experience for prospective clients
  • Connect with your primary inbound prospect pipeline through written and verbal communication to book demos that show off the PitchBook product offering and drive deal closure
  • Prospect leads provided by Marketing and search for key points of contact by using the PitchBook Platform
  • Drive engagement with prospects through personally crafted sequences and/or marketing provided materials via Highspot
  • Utilize Outreach to assist in regular and timely communication with potential clients
  • Document details of each prospective client interaction in Salesforce to improve the customer experience and drive deal closure
  • Act as a consultant to prospects by seeking to understand their needs and business priorities
  • Guide potential clients through needs analysis and discovery sessions to qualify the lead and drive new opportunities
  • Work closely with Outside Sales to learn about the need of our clients and the end-to-end sales cycle
  • Consistently follow-up on prospective client inquiries
  • Support the vision and values of the company through role modelling and encouraging desired behaviours
  • Participate in various company initiatives and projects as requested
Desired Qualifications
  • Love to prospect – you will act as the engine of our Sales team by warming up leads to be shared with Outside Sales
  • Interested in financial markets or services, particularly private equity and venture capital