Asks for

The ad says“2+ years of sales or account management experience”
The ad says“Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions”
The ad says“Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions”
The ad says“Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily”
The ad says“Use Gong regularly to review client calls, provide product feedback, and self-evaluate”
The ad says“Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot”
The ad says“Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others”
The ad says“Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily”
The ad says“Possess strong negotiation skills, persistence, and resiliency”
The ad says“Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily”
The ad says“2+ years of sales or account management experience”
The ad says“Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions”
The ad says“Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management”
The ad says“Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily”

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

About the Role:

At PitchBook, a Morningstar company, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

The Account Manager manages PitchBook’s core customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.

Primary Job Responsibilities:

Achieve sales and retention goals measured quarterly while providing excellent support to clients
Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s core clients via in-person meetings, phone, and/or email
Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach
Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
Go above and beyond to ensure customer satisfaction with business reviews and continual product education
Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
Use Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task management
Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
Use Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management
Use Gong regularly to review client calls, provide product feedback, and self-evaluate
Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested

Skills and Qualifications:

Bachelor’s degree preferred
2+ years of sales or account management experience
Fluency in Japanese and English
Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
Excellent verbal and written communication skills with a keen eye for detail
Exemplary presentation skills and comfortable to engage a diverse array of clients
Interest in the private equity and venture capital marketplace preferred
Curious, able, and interested to learn about client needs
Organized with terrific prioritization skills
Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team
Possess strong negotiation skills, persistence, and resiliency
Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
Must be authorized to work in Japan without the need for visa sponsorship now or in the future

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

#LI-MW1

#LI-Onsite