Customer Success Associate



1,001-5,000 employees

Comprehensive global capital markets data and research platform


London, UK

Required Skills
  • Bachelor's degree or equivalent experience required
  • 1+ years of previous outbound prospecting experience
  • Client first attitude and love to engage prospective new users for account expansion
  • Prior experience with Salesforce or similar CRM preferred
  • Excellent verbal and written communication skills with a keen eye for detail
  • Interested in financial markets or services, particularly private equity and venture capital
  • Ability to operate with a strong sense of urgency and deliver results
  • Terrific prioritization skills to manage your sales pipeline
  • Comfortable to engage with a diverse array of clients
  • Tenacious and goal-oriented and can work effectively as part of a group
  • Team player with the desire to try new ideas in order to achieve greater levels of success
  • 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 demo volume goals measured at a monthly cadence while providing an excellent experience for target customers
  • Act as a consultant and display a positive and empathetic attitude - taking the time to understand your clients’ needs and business priorities in order to present relevant use cases
  • Work closely with Account Managers to build pipeline, routing qualified opportunities to the appropriate Account Manager for further development
  • Manage your inbound pipeline efficiently and work to recognize growth opportunities and enable new business within existing accounts
  • Work with a strong sense of urgency to meet and exceed daily and monthly KPIs, which translates into high daily activity
  • Work continuously to document the details of each potential client interaction in Salesforce in order to improve the customer experience and drive deal closure
  • Drive engagement with clients through personally crafted sequences and/or marketing provided materials via Highspot
  • Effectively prospect new accounts as needed, creatively leveraging LinkedIn Sales Navigator
  • Research accounts to identify key decision makers and collaborate effectively with them
  • Connect with prospects through written and verbal communication in order to book demos, generate interest, and gain commitment
  • Utilize Outreach to assist in regular and timely communication
  • Use Gong regularly to review client interactions with Account Managers
  • Develop expertise about the PitchBook Platform, our clients, and their business needs
  • Support the vision and values of the company through role modeling and encouraging desired behaviors
  • Participate in various company initiatives and projects as requested

Company Stage


Total Funding



Seattle, Washington



Growth & Insights

6 month growth


1 year growth


2 year growth



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