Account Associate
Updated on 11/30/2023

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 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
Desired Qualifications
  • CFA certification
  • Experience in the financial industry
  • Experience in private equity or venture capital
  • Experience with Gong or similar sales enablement tools