Account Executive
Confirmed live in the last 24 hours

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

Series B

Total Funding





Seattle, Washington

Growth & Insights

6 month growth


1 year growth


2 year growth

New York, NY, USA
Experience Level
Desired Skills
Sales & Account Management
  • Bachelor’s degree, preferably in economics, finance, and related majors or equivalent relevant experience
  • 3+ years of successful sales and business development experience, with a technology product preferred
  • Experience managing opportunities and workflow using Salesforce or similar CRM
  • Interest in financial markets or services, particularly private equity and venture capital
  • 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
  • Consistently meet and exceed sales goals
  • Build a pipeline of high quality opportunities across different client types
  • Work closely with PitchBook’s Sales Development Representatives to identify and understand potential new clients
  • Independently prospect new business opportunities, including building your own referral networks with potential and current clients
  • Complete product demonstrations with potential clients and show PitchBook Platform features that serve their business needs
  • 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 our client development and account management teams to ensure a successful client relationship
  • Consistently and accurately follow sales processes and expectations
  • Support the vision and values of the company through role modeling and encouraging desired behaviors
  • Participate in various company initiatives and projects as requested
Desired Qualifications
  • Self-motivated, persistent, and goal-oriented attitude and can work effectively as an individual or as part of a team
  • Highly curious with a positive attitude
  • Strong prioritization skills to handle a large volume of leads efficiently
  • Exemplary verbal and written communication skills
  • Team player with entrepreneurial spirit and the desire to try new ideas in order to achieve greater levels of success