About the Role:

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

PitchBook seeks a leader to serve as a Manager for the West Coast Customer Success Management team. This Manager will be responsible for leading the team to achieve performance goals, ensure ongoing knowledge development across the team, and drive customer adoption.

Primary Job Responsibilities:

• Inspire and lead Customer Success Managers to achieve customer adoption and engagement goals by creating an environment that empowers personal and organizational growth
• Identify and drive key objectives and results for a team of Customer Success Managers
• Hold their team of Customer Success Managers accountable to standard operating procedures
• Continuous innovation in value creation and implementation of PitchBook into each customer’s workflow
• Cross collaborate with other departments from Product to Research to provide actionable feedback and help innovate our internal processes
• Encourage their team to collaborate across the global team to discuss and respect diverse perspectives
• Participate and contribute to Customer Success and Sales Leadership meetings
• Align with Account Management around cross-sell, up-sell, and focus on new customer onboarding
• Grow the Customer Lifetime Value of our clients
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Skills and Qualifications:

• Bachelor’s degree required
• 4+ years of experience in either account management, customer success, or sales 
• 2+ years as a team lead or manager 
• Team player who enjoys working as part of a global and close-knit team 
• Excellent written and oral communication skills with a keen eye for detail 
• Relentless drive to ensure “Customers Are King"
• 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

Benefits + Compensation at PitchBook:

Physical Health            

• Comprehensive health benefits
• Additional medical wellness incentives 
• STD, LTD, AD&D, and life insurance

Emotional Health 

• Paid sabbatical program after four years
• Paid family and paternity leave 
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend 
• Robust training programs on industry and soft skills 
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days 

Social Health 

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare  
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program  
• Quarterly team building events

Financial Health 

• 401k match
• Shared ownership employee stock program 
• Monthly transportation stipend  

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• Annual base salary: $155,000
• Annual on target variable commission of fully ramped representative meeting expectations: $20,000

Working Conditions:

We believe our business and our culture are strongest when we work together in person. The current expectation for this role is that you are working in the office 5 days/week. During an initial phone screen, the team will discuss expectations for this specific position.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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