Sales Development Representative

About the Role:

As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at PitchBook! With our customers’ success comes our success, and we are dedicated to providing them with the highest level of service and expertise.   

At the core of our business is our commitment to understanding our clients' needs, challenges, and opportunities. As a member of our team, you'll be at the forefront of emerging trends and technologies by working closely with clients to position our products and services in a way that helps them achieve their goals. You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals. We are committed to helping you achieve your personal and professional goals, and we can’t wait for you to join the team!

Sales Development Representatives (SDRs) work diligently to engage incoming leads and prospect potential new business. Sales Development Representatives contribute to the delivery of our overall sales goals by engaging warm leads through consistent call and email outreach to book product demos. They will also improve prospect information stored in PitchBook’s CRM through consistent documentation of all prospect or client interactions.

Primary Job Responsibilities:

• Achieve daily, weekly, and monthly outreach goals including demo and call volume while providing an excellent experience for prospective clients
• Connect with your primary inbound prospect pipeline through written and verbal communication to book demos that show off the PitchBook product offering and drive deal closure
• Prospect leads provided by Marketing and search for key points of contact by using the PitchBook Platform
• Drive engagement with prospects through personally crafted sequences and/or marketing provided materials via Highspot
• Utilize Outreach to assist in regular and timely communication with potential clients
• Document details of each prospective client interaction in Salesforce to improve the customer experience and drive deal closure
• Act as a consultant to prospects by seeking to understand their needs and business priorities
• Guide potential clients through needs analysis and discovery sessions to qualify the lead and drive new opportunities
• Work closely with Outside Sales to learn about the need of our clients and the end-to-end sales cycle
• Consistently follow-up on prospective client inquiries
• 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
• Prior internship experience or 1 year of work experience, ideally in finance or sales
• Prior experience with Salesforce or similar CRM preferred
• Love to prospect – you will act as the engine of our Sales team by warming up leads to be shared with Outside Sales
• Ability to operate with a strong sense of urgency and deliver results
• Demonstrate curiosity with a positive attitude
• Demonstrate prioritization skills to handle the large volume of leads efficiently
• Excellent verbal and written communication skills
• Possess strong negotiation skills and can effectively close leads
• Team player with entrepreneurial spirit and the desire to try new ideas in order to achieve greater levels of success
• Self-motivated, persistent and goal-oriented attitude and can work effectively as an individual or as part of a team
• Interested in financial markets or services, particularly private equity and venture capital
• 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

Benefits at PitchBook:

Physical Health            

• Private medical insurance
• Additional medical wellness incentives 
• Private life insurance

Emotional Health 

• Parental leave 
• Education subsidies
• Robust training programs on industry and soft skills 
• Generous allotment of vacation days, sick days, and volunteer days 

Social Health 

• Employee resource groups
• Company-wide events
• Employee referral bonus program  
• Quarterly team building events

Financial Health 

• Retirement contributions via CPF
• 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:

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 5 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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