Customer Success Associate

| San Francisco, CA
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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 1,450 global employees with offices worldwide, and we're not slowing down! Consistently recognized 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.
Customer Success Associates work on accounts that are of strategic importance to PitchBook and will work with a team to complete account expansion related activities. The Customer Success Associate will develop a deep knowledge of the accounts they support, their client's industry/sector as well as their business needs, partnering with their Account Manager to grow these accounts over time.
Primary Job Responsibilities:

  • Achieve demo volume goals measured at a monthly cadence while providing an excellent experience for target customers
  • Act as a consultant and display a positive and empathetic attitude - take the time to understand your clients' needs and business priorities in order to present relevant use cases
  • Work closely with Account Managers to build a pipeline, routing qualified opportunities to the appropriate Account Manager for further development
  • Manage your inbound pipeline efficiently and work to recognize growth opportunities and enable new business within existing accounts
  • Work with a strong sense of urgency to meet and exceed daily and monthly KPIs, which translates into high daily activity
  • Work continuously to document the details of each potential client interaction in Salesforce in order to improve the customer experience and drive deal closure
  • Drive engagement with clients through personally crafted sequences and/or marketing provided materials via Highspot
  • Effectively prospect new accounts as needed, creatively leveraging LinkedIn Sales Navigator
  • Research accounts to identify key decision makers and collaborate effectively with them
  • Connect with prospects through written and verbal communication in order to book demos, generate interest and gain commitment; utilize Outreach to assist in regular and timely communication
  • Use Gong regularly to review client interactions with Account Managers
  • Develop expertise about the PitchBook Platform, our clients and their business needs
  • 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 work experience
  • One or more years of outbound prospecting experience
  • A client-first attitude and love to engage prospective new users for account expansion
  • Prior experience with Salesforce or similar CRM preferred
  • Have excellent verbal and written communication skills with a keen eye for detail
  • Interested in financial markets or services, particularly private equity and venture capital
  • Ability to operate with a strong sense of urgency and deliver results
  • Have terrific prioritization skills to manage your sales pipeline
  • Comfortable engaging with a diverse array of clients
  • Tenacious and goal-oriented; can work effectively as part of a group
  • 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, Word and Excel

If you are ready to start the conversation about how you might contribute to all the happenings at PitchBook, submit your resume today! PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.
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More Information on PitchBook
PitchBook operates in the Fintech industry. The company is located in Seattle, WA, San Francisco, CA and New York, NY. PitchBook was founded in 2007. It has 2203 total employees. It offers perks and benefits such as Volunteer in local community, Partners with nonprofits, Friends outside of work, Eat lunch together, Intracompany committees and Daily sync. To see all 18 open jobs at PitchBook, click here.
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