Manager, Account Management

PitchBook PitchBook · Fintech · New York, NY · Account Management

Manager, Account Management role at PitchBook, a Morningstar company, focused on leading a team of Sales Representatives and Account Managers to achieve revenue targets. Responsibilities include coaching, performance management, pipeline monitoring, and ensuring adherence to sales processes and compliance requirements. Requires 5+ years of sales/account management experience, with 2+ years in leadership, CRM proficiency (Salesforce), and deep understanding of financial markets (private equity, venture capital).

What you'd actually do

  1. Lead, coach, and support a team of Sales and/or Account Managers to achieve and exceed individual and team revenue targets
  2. Monitor and manage team pipeline health within assigned segment, ensuring accurate forecasting and consistent performance
  3. Drive individual and team performance by providing regular feedback, setting clear expectations, and performance management to address gaps and support ongoing growth
  4. Guide performance through goal setting, coaching, and constructive feedback, ensuring team members meet expectations and continuously improve
  5. Drive a culture of accountability by assessing performance, delivering actionable feedback, and facilitating professional development for team members

Skills

Required

  • Sales leadership
  • Account management
  • Coaching
  • Performance management
  • Pipeline management
  • Forecasting
  • Salesforce or similar CRM
  • Negotiation skills
  • Financial markets understanding (PE/VC)
  • Communication skills
  • Organizational skills
  • Microsoft Office Suite

Nice to have

  • Outreach, Gong, or similar sales performance management tools
  • CFA exam stipend
  • Tuition reimbursement

What the JD emphasized

  • 5+ years of experience in sales or account management, including 2+ years in a supervisory or team leadership role
  • Deep understanding of financial markets or services, especially private equity and venture capital
  • Must be authorized to work in the United States without the need for visa sponsorship now or in the future