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Full-Time

Account Manager

Small Medium Business

Posted on 6/27/2024

PitchBook

PitchBook

1,001-5,000 employees

Comprehensive data platform for capital markets

Compensation Overview

$110kAnnually

+ Commission

Junior, Mid

San Francisco, CA, USA

Category
Customer Success Management
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Communications
Salesforce
Requirements
  • Bachelor’s degree or equivalent experience required
  • 2+ years of sales or account management experience
  • Prior experience with Salesforce or similar CRM
  • Excellent verbal and written communication skills
  • Interest in the private equity and venture capital marketplace preferred
  • Organized with prioritization skills
  • Self-motivated, persistent, and goal-oriented
  • Strong negotiation skills and resiliency
  • Proficiency with Microsoft Office suite
Responsibilities
  • Act as primary point of contact for Small Medium Business clients
  • Achieve retention and sales goals
  • Identify opportunities to retain and grow existing user base
  • Develop and own retention strategy
  • Onboard new users and conduct training sessions
  • Conduct formal business reviews with clients
  • Analyze customer health and usage data
  • Manage pipeline and oversee renewal process
  • Document client interactions in Salesforce
  • Drive engagement with clients through personalized sequences
  • Participate in company initiatives and projects

PitchBook offers a comprehensive data and research platform for global capital markets, providing powerful insights and analysis for capital market professionals in both public and private markets. The platform leverages data analytics and research tools to empower users with actionable insights and analysis.

Company Stage

M&A

Total Funding

$13.8M

Headquarters

Seattle, Washington

Founded

2007

Growth & Insights
Headcount

6 month growth

7%

1 year growth

9%

2 year growth

24%

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

INACTIVE