At PitchBook, 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:
Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time.
PitchBook’s Account Executive (AE) supports our Lumonic subsidiary and closes new business within the alternative investment industry. This full-cycle sales role requires an entrepreneurial approach to prospecting and relationship-building with leads coming from a variety of different channels. This role requires individuals highly skilled at identifying opportunities, building trust with investors (our customers), and navigating complex sales cycles.
Success in this role requires financial acumen, particularly in private credit, private equity, and venture capital, as well as the ability to engage in sophisticated conversations with fund managers and investment professionals. Additionally, the Account Executive role will develop strong technical product knowledge and be responsible for independently conducting product demonstrations, leading proof-of-concept (POC) engagements, and showcasing Lumonic’s value proposition.
Primary Job Responsibilities:
- Proactively identify and pursue new business opportunities within the alternative investment space, including private credit, private equity, and venture capital markets
- Build and maintain strong relationships with fund managers, investment professionals, and key stakeholders, developing trust and credibility through industry expertise and consultative selling
- Independently conduct product demonstrations and proof-of-concept (POC) engagements, showcasing Lumonic’s platform
- Develop deep technical product knowledge to effectively articulate Lumonic’s capabilities and address client-specific needs, including handling technical questions throughout the sales process
- Work cross-functionally with the implementation, customer, and product teams to ensure smooth client onboarding and ongoing platform adoption
- Collaborate closely with leaders and sales colleagues to refine messaging, identify strategic opportunities, and contribute to the company’s overall growth strategy
- Own the entire sales cycle, from initial outreach and discovery to contract negotiation and closing, ensuring a seamless handoff to the implementation team
- Adapt and iterate on sales strategies, leveraging data-driven insights and experimenting with new approaches to optimize conversion rates
- 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, preferably in economics, finance, and related majors
- 3+ years of full-cycle sales experience, preferably in financial technology or alternative investments
- Strong understanding of private credit, private equity, and venture markets, with the ability to engage in financial discussions with investors
- Proven ability to independently prospect, build relationships, and drive deals without a steady flow of inbound leads
- Experience leading product demonstrations and proof-of-concept (POC) engagements, with strong technical aptitude
- Excellent communication and negotiation skills, with a consultative approach to selling
- Entrepreneurial mindset and comfortable working in a fast-moving and cross-functional environment
- Proficiency in CRM and prospecting tools (Hubspot, Salesforce, Clay, Apollo), with the ability to learn new systems quickly
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Robust training programs on industry and soft skills
- Employee assistance program
- Generous allotment of vacation days, sick days, and volunteer days
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Compensation
- Annual base salary: $100,000
- Annual on target variable commission of fully ramped representative meeting expectations: $150,000
- PitchBook currently has no cap on commission and commission is determined by individual performance
Working Conditions:
We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.
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.
Life At PB:
We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.
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.
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Top Skills
What We Do
We’re a rapidly growing financial data and software company covering the private and public financial markets. Through our award-winning product, we provide comprehensive data and analysis on the capital markets to help professionals discover and execute opportunities. An independent subsidiary of Morningstar, PitchBook currently has offices in Seattle, San Francisco, New York, London, and Mumbai.
Why Work With Us
At PitchBook, culture isn’t just working hard and having fun—it’s believing in what we do and having the desire to grow as much as our company does. We take pride in fostering a learning environment where development is key and your input is valued.
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