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Customer Success Associate
Confirmed live in the last 24 hours
Locations
Seattle, WA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Marketing
Research
Sales
Salesforce
Requirements
  • Bachelor's degree or equivalent work experience
  • One or more years of outbound prospecting experience
  • A client-first attitude and love to engage prospective new users for account expansion
  • Prior experience with Salesforce or similar CRM preferred
  • Have 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
  • Have terrific prioritization skills to manage your sales pipeline
  • Comfortable engaging with a diverse array of clients
  • Tenacious and goal-oriented; 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
  • Knowledge of the Microsoft Office suite including Outlook, Word and Excel
Responsibilities
  • 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 - take the time to understand your clients' needs and business priorities in order to present relevant use cases
  • Work closely with Account Managers to build a 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
PitchBook
Private capital market platform
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
Company Core Values
  • Customers are King
  • Excellence as a State of Mind
  • Embrace and Drive Change
  • Focus on Focus
  • Make it Fun