Account Associate

Job Description

• Achieve demo volume goals while providing an excellent experience for target customers.
• Act as a consultant, understanding clients’ needs and business priorities to present relevant use cases.
• Work closely with Account Managers to build pipeline, routing qualified opportunities.
• Manage inbound pipeline efficiently and identify growth opportunities within existing accounts.
• Document client interactions in Salesforce to improve customer experience and drive deal closure.
• Drive engagement through personalized sequences and marketing materials via Highspot.
• Prospect new accounts as needed, utilizing LinkedIn Sales Navigator.
• Research accounts to identify key decision makers and collaborate effectively.
• Connect with prospects through written and verbal communication to book demos and generate interest.
• Utilize Outreach for timely communication and Gong to review client interactions.
• Develop expertise about the PitchBook Platform, clients, and their business needs.
• Support the company's vision and values through role modeling and participation in company initiatives.

• Bachelor’s degree preferred.
• 1+ years of sales or business development experience.
• Client-first attitude.
• Prior experience with Salesforce or similar CRM is preferred.
• Excellent verbal and written communication skills.
• Interest in financial markets or services, particularly private equity and venture capital.
• Ability to operate with a strong sense of urgency and deliver results.
• Terrific prioritization skills to manage your sales pipeline.
• Comfortable engaging with a diverse array of clients.
• Tenacious and goal-oriented with effective teamwork skills.
• Proficiency with Microsoft Office suite.

• Comprehensive health benefits.
• Paid sabbatical program after four years.
• Paid family and paternity leave.
• Annual educational stipend
• Robust training programs on industry and soft skills
• Generous allotment of vacation days, sick days, and volunteer days
• 401k Match
• Employee stock program
• Monthly transportation stipend