PitchBook

Account Manager at PitchBook, a Morningstar company, responsible for managing core customer relationships, developing sales strategies for expansion and renewals, and ensuring customer satisfaction. The role involves identifying growth opportunities, acting as a primary point of contact, conducting client demonstrations, and managing the sales cycle using CRM tools like Catalyst and Salesforce. The role also requires collaboration with Customer Success Managers and participation in account management meetings.

This is a Business Development Associate role within the Sales team at PitchBook, a financial data provider. The role focuses on engaging potential new business clients, booking product demos, and documenting prospect interactions in Salesforce. It requires strong communication, sales, and CRM skills, with an interest in financial markets.

PitchBook is seeking a Market Development Representative to drive growth through new enterprise client acquisition. This role is the first point of contact for new business opportunities, engaging inbound leads via phone, email, and LinkedIn to book product demos and initiate the sales cycle. The representative will also execute outbound prospecting into assigned accounts to maximize opportunities and contribute to overall sales goals.

PitchBook is seeking a Team Lead, Data Operations to manage a team responsible for improving and validating data in their platform. This role involves ensuring data quality, increasing team efficiency, and managing specific datasets within the private market database. The position requires experience in operations, program, or process management, with a focus on mentoring junior team members and collaborating across departments.

PitchBook is seeking a Data Operations Associate to join their team. This role focuses on becoming proficient in their in-house tools, conducting outreach to gather and verify private market data, and ensuring the accuracy and comprehensiveness of their database. The associate will manage email and call campaigns, build relationships with industry professionals, and collaborate with other teams to improve data quality and processes.

Account Executive role at PitchBook, a financial data provider. Responsibilities include meeting sales goals, building a pipeline, prospecting, conducting product demonstrations, and acting as a consultant to clients. Requires sales experience, CRM proficiency, and interest in financial markets. This is a sales role, not directly involved in AI/ML development.

Business Development Executive role at PitchBook, a financial data provider. The role focuses on closing new business opportunities, managing the sales cycle, and demonstrating the PitchBook platform to potential clients. It involves building and managing a sales pipeline, prospecting, and acting as a consultant to understand client needs. The role is part of the Sales team and requires strong sales, negotiation, and communication skills, with an interest in financial markets.

This role provides direct customer support via phone, email, and chat to existing clients, troubleshooting issues and ensuring a positive customer experience. It involves documenting interactions in Salesforce and identifying customer pain points to inform product improvements.