Customer Success Associate

Job Description

PitchBook is seeking a Customer Success Associate to join their Account Management & Customer Success team. The ideal candidate will be passionate about driving change, ensuring growth, and prioritizing customer success. They should be collaborative, curious, and possess a people-first attitude.

The Customer Success Associate will work on strategically important accounts, partnering with Account Managers to expand these accounts. This role involves developing a deep understanding of the supported accounts, their industries, and their business needs.

Responsibilities include:

• Achieving demo volume goals
• Consulting with clients to understand their needs and priorities
• Building a strong pipeline with Account Managers
• Managing inbound pipeline and identifying growth opportunities
• Documenting client interactions in Salesforce
• Driving client engagement through personalized sequences and marketing materials
• Prospecting new accounts via LinkedIn Sales Navigator
• Booking demos and generating interest
• Leveraging Outreach for timely communication
• Reviewing client interactions using Gong
• Developing expertise in the PitchBook platform

Requirements:

• Bachelor’s degree preferred
• 1+ years of sales or business development experience
• Client-first attitude
• Experience with Salesforce or similar CRM preferred
• Excellent communication skills
• Interest in financial markets or services
• Strong sense of urgency and prioritization skills
• Team player with a proactive attitude
• Proficiency with Microsoft Office suite

Benefits at PitchBook

• Comprehensive health benefits
• Paid sabbatical
• Paid family leave
• Annual educational stipend
• 401k match