Teams at PitchBook

Convert inbound leads into qualified sales opportunities by engaging prospects via phone, email, and LinkedIn. Book product demos, conduct discovery, maintain CRM records, meet KPIs, complete training, and collaborate with sales teams to support customer success and company goals.

Provide Tier 1 customer support via phone, email, and chat; troubleshoot issues, document interactions in Salesforce, meet contact volume and quality goals, collaborate with global teams, and surface customer pain points to inform product improvements.

Manage full sales cycle to acquire new clients, demonstrate PitchBook platform, qualify needs, drive negotiations to close deals, and maintain a robust pipeline while partnering with BD associates and account teams to ensure client success and meet sales targets.