Clash
of Jobs
This feature is not ready yet
Sign up for the newsletter to get notified when it's available
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
PitchBook Data
PitchBook Data is a collaborative and forward-thinking company in a rapidly evolving industry. It is dedicated to providing clients with high-level service and expertise in understanding their needs and helping them achieve goals. PitchBook fosters a culture of curiosity, continuous learning, and innovation, encouraging employees to take risks and challenge themselves. The company prioritizes employee development through extensive training, mentorship, and a supportive environment, contributing to both personal and professional growth.