Account Manager, Middle Market

| Greater NYC Area
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At PitchBook we work to provide global professionals with comprehensive data on the entire venture capital, private equity and M&A landscape so they can discover and execute opportunities with confidence. We credit our success and rapid growth to our cutting-edge products, customer centered attitude and ability to embrace and drive change.

In just over a decade, PitchBook has reached over 1,300 global employees with offices worldwide, and we're not slowing down! Consistently recognized as a Best Place to Work, our culture is at the heart of our success and is driven by excellence, inclusion and fun. At PitchBook we're committed to fostering an open and collaborative work environment.

About the Role:

"Customers are King!" Each and every day the Customer Success Team works to ensure that our clients are maximizing the value they are receiving from PitchBook. Onboarding, training, support, business development and renewals are handled by the Customer Success team. We believe in doing whatever it takes to make our customers successful and the Customer Success team drives that success every day.
As an Account Manager for Middle Market accounts, you'll be managing clients that are of strategic importance. Account Managers work to drive value that leads to expansion, renewals and customer satisfaction. You will be dedicated to finding additional opportunities within current client accounts by establishing lasting relationship with key decision makers.

Primary Job Responsibilities:

  • Act as primary point of contact and business partner for a dedicated portfolio of clients via in-person meetings, phone and/or email
  • Identify growth opportunities to expand existing user base within portfolio of accounts to achieve and consistently exceed sales and retention goals
  • Conduct client demonstration sessions designed to address the individual needs of the account and end user with a consultative approach
  • Work collaboratively with a designated Customer Success Manager to strategize on account retention and growth opportunities
  • Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education
Skills and Qualifications:
  • Have experience with Salesforce or other CRMs to forecast sales and maintain updated records of client interactions
  • Have excellent verbal and written communication skills with a keen eye for detail
  • Have an appreciation for the PE / VC marketplace and the ability to learn, comprehend, and demonstrate why and how each of our client types engages with our product and our data
  • Have at least two (2) years of sales or account management experience
If you are ready to start the conversation about how you might contribute to all the happenings at PitchBook, submit your resume today! PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.  
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Technology we use

  • Sales & Marketing
    • WistiaCMS
    • CerosCMS
    • UnbounceCMS
    • SalesforceCRM
    • HighspotCRM
    • BizableCRM
    • OutreachEmail
    • MarketoLead Gen
    • Sprout SocialLead Gen
    • Chili PiperLead Gen


Located in the Flatiron District, our office is surrounded by our clients and other financial professionals as well as some of our team's go-to spots.

An Insider's view of PitchBook Data

What’s the vibe like in the office?

"Make it Fun" is one of our core values and it is fully embraced in the NYC office–we work hard but like to have a good time too. Everyone is focused and dedicated to the task at hand, but we recognize the importance of recharging by playing a colleague in ping pong or shuffleboard, taking a trip down the slide, or hitting the golf simulator.


Customer Success Associate

What does career growth look like on your team?

The team that I manage is built for career growth. When I describe the role, I explain that 50% is their daily duties, and the other 50% is to continue their own professional development. I always preach that intellectual curiosity and personal accountability will lead to exponential career growth. So far, that has proven to be the case!


Manager, Customer Success Development

How do you empower your team to be more creative?

Team creativity begins with having the right people to foster creative thinking. The diverse background of our team creates a uniquely collaborative environment where exchanging knowledge and helping others succeed is the standard. The confidence to bring new ideas to the forefront is made possible when people feel supported to take risks.


Managing Director, Customer Success

What are PitchBook Data Perks + Benefits

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Our game room includes Ping Pong, Shuffle Board, Video Games.
Stocked Kitchen
Some Meals Provided
Happy Hours
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
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