Account Manager

PitchBook Data; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial data provider in Greater London seeks an Account Manager to manage core client relationships and drive sales growth. You will identify opportunities, conduct client demonstrations, and ensure customer satisfaction in a collaborative environment. The ideal candidate must have over 2 years of account management or sales experience, strong negotiation skills, and proficiency in CRM tools. If you thrive on building relationships and driving success, we invite you to apply!

Benefits

Private medical insurance

Paid sabbatical after four years

Employee referral bonus program

Transportation stipend

Qualifications

• Strong ability to close complex deals with stakeholders.
• Experience with CRM software for forecasting and maintaining records.
• Interest in the private equity and venture capital marketplace.

Responsibilities

• Manage core customer relationships for expansion and retention.
• Identify growth opportunities within existing accounts.
• Conduct client demonstration sessions with consultative approach.
• Develop and own long-term engagement strategies.

Skills

Sales strategy development

Client relationship building

Negotiation skills

Presentation skills

Communication

Time management

Curiosity

Education

2+ years of sales or account management experience

Tools

Salesforce

Tableau

Microsoft Office

Job description

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!

The Account Manager manages PitchBook’s core customer relationships. They work to build a sales strategy that leads to expansion, renewals, and customer satisfaction. The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.

Primary Job Responsibilities

• Achieve sales and retention goals measured quarterly while providing excellent support to clients
• Act as primary point of contact and business partner for a dedicated portfolio of PitchBook’s core clients via in-person meetings, phone, and/or email
• Identify growth opportunities to expand existing user base within a portfolio of accounts to achieve and consistently exceed sales and retention goals
• Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with clients over a multi-year time horizon
• Conduct client demonstration sessions designed to highlight how the PitchBook platform addresses the needs of the account and individual end users with a consultative approach
• Work collaboratively with designated Customer Success Managers and Customer Success Associates to strategize on account retention and growth opportunities
• Go above and beyond to ensure customer satisfaction with business reviews and continual product education
• Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle
• Use Catalyst and Salesforce to effectively manage client relationship through client interactions, account mapping, and pipeline and task management
• Drive engagement with prospective clients through personally crafted sequences and/or marketing provided materials via Highspot
• Use Tableau 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
• Effectively prospect new accounts as needed, creatively leveraging various channels including events, Salesforce, LinkedIn Navigator, and others
• Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes
• Adhere to Salesforce best practices and understand the importance of data hygiene and pipeline management
• 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

• 2+ years of sales or account management experience
• Proven ability to close complex deals with relevant stakeholders and oversee the end to end sales process
• Prior experience with Catalyst, Salesforce, or similar CRM to forecast sales and maintain updated records of client interactions
• Excellent verbal and written communication skills with a keen eye for detail
• Exemplary presentation skills and comfortable to engage a diverse array of clients
• Interest in the private equity and venture capital marketplace preferred
• Curious, able, and interested to learn about client needs
• Organized with terrific prioritization skills
• Self‑motivated, persistent, and goal‑oriented attitude and can work effectively as part of a team
• Possess strong negotiation skills, persistence, and resiliency
• 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
• Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future

Benefits at PitchBook

Physical Health

• Private medical insurance
• Additional medical wellness incentives
• Life cover

Emotional Health

• Paid sabbatical program after four years
• Paid parental leave
• Robust training programs on industry and soft skills
• Minimum 25 days annual leave and volunteer days

Social Health

• Employee resource groups
• Employee referral bonus program
• Quarterly team building events
• 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 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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