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:
As a member of our Account Management & Customer Success team, 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!
Basic Qualifications:
- Bachelor’s degree, preferably in Business Administration or related field
- 5+ years of professional management or team lead experience, ideally in a Customer Support or Operations environment
- Must be authorized to work in UK without the need for visa sponsorship now or in the future
Preferred Qualifications:
- Demonstrated success with workflow optimization in a real time, fast paced environment
- Proficient with Salesforce or similar CRM preferred
- Excellent verbal and written communication skills with a keen eye for detail
- A client first attitude and love to engage with customers
- Interested in financial markets or services, particularly private equity and venture capital
- Ability to operate with a strong sense of urgency and deliver results
- Terrific prioritization skills to high call volume in parallel with project work
- Comfortable to engage with a diverse array of customers
- Team player with the desire to try new ideas in order to achieve greater levels of success
- Knowledge of the Microsoft Office suite including Outlook and Word
Benefits at PitchBook:
Physical Health
- Private medical insurance
- Dental scheme
- Additional medical wellness incentives
- Life cover
Emotional Health
- Paid sabbatical program after four years
- Paid parental leave
- Education subsidies
- Robust training programs on industry and soft skills
- Minimum 25 days annual leave and volunteer days
Social Health
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 10% Pension contribution
- Income protection
- Shared ownership employee stock program
- 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.
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.
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Skills Required
- Bachelor’s degree, preferably in Business Administration or a related field
- 5+ years of professional management or team lead experience, ideally in a Customer Support or Operations environment
- Authorized to work in the UK without visa sponsorship now or in the future
- Demonstrated success with workflow optimization in a real-time, fast-paced environment
- Proficiency with Salesforce or a similar CRM
- Excellent verbal and written communication skills with strong attention to detail
- Client-first attitude and willingness to engage with customers
- Interest in financial markets or financial services, particularly private equity and venture capital
- Ability to operate with urgency and deliver results
- Strong prioritization skills while managing high call volume and project work
- Ability to engage with a diverse range of customers
- Team-oriented mindset and willingness to try new ideas
- Knowledge of Microsoft Office, including Outlook and Word
PitchBook Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PitchBook and has not been reviewed or approved by PitchBook.
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Strong & Reliable Incentives — Sales compensation includes meaningful on‑target earnings with substantial upside when quotas are achieved. Variable pay structures are portrayed as rewarding top performance.
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Leave & Time Off Breadth — Time‑off offerings include flexible PTO, paid holidays, volunteer time, and a paid sabbatical after a defined tenure. These elements are emphasized as standout parts of the package.
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Retirement Support — Employer 401(k) matching is prominently featured in official materials and postings. This reinforces a focus on long‑term financial security as part of total rewards.
PitchBook Insights
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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