Account Manager, Small Medium Business

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 3,500 people with offices worldwide, and we’re not slowing down Consistently recognised 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 receive from PitchBook. Onboarding, training, support, business development and renewals are handled by the Customer Success team. Customer Success does whatever it takes to ensure our customers achieve their goals and continue to grow their engagement with the PitchBook Platform.

The Account Manager, Small Medium Business (SMB) manages PitchBook’s small, medium business customer relationships, working to build a sales strategy that leads to retention, renewals and customer satisfaction. They are dedicated to maximizing the value their clients receive from PitchBook by building relationships with key decision makers and are responsible for all aspects of their clients’ experience with PitchBook and will onboard, train, engage, grow and renew their book of clients.

**Primary Job Responsibilities**:

- Achieve retention and sales goals measured monthly and quarterly while providing excellent client support
- Identify opportunities to retain and grow existing user base within portfolio of accounts to achieve and consistently exceed retention and sales goals
- Develop and own the retention strategy; define growth goals and execution plans to increase engagement and footprint with SMB clients and anticipate future needs
- Acts as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform
- Onboard new users and conduct training sessions, including in person, designed to meet the individual business needs of each client
- Conduct formal business reviews with each client designed to measure renewal probability, client satisfaction and to provide continual product education
- Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
- Efficiently and thoroughly manage your pipeline and oversee the renewal and upgrade process with each assigned account
- Use Gainsight 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
- Work continuously to document the details of each client interaction in Salesforce in order to improve the customer information and drive retention
- Drive engagement with clients through personally crafted sequences and/or marketing provided materials via Highspot
- Utilize Outreach to assist in regular and timely communication with clients as needed
- Participate in monthly SMB meetings to share learnings, success stories and to improve processes
- 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 or equivalent experience
- 2+ years of sales or account management experience
- Proven ability to close deals with relevant stakeholders and oversee the end to end sales process
- Prior experience with Salesforce or similar CRM to forecast sales and maintain updated records of client interactions
- Have excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills; comfortable to engage a diverse array of clients
- Knowledge of the MS Office suite including Outlook, PowerPoint, Word and Excel
- Interest in the PE / VC marketplace preferred
- Curious, able and interested to learn about client needs
- Organized with terrific prioritization skills
- Self-motivated, persistent, goal-oriented attitude and can work effectively as part of a team
- Possessing strong negotiation skills, persistence and resiliency

If you are ready to start the conversation about how you might contribute to all the happenings at PitchBook, submit your CV today PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.