Account Executive

PitchBook; New York (NY); Sur place; USD 120 000 - 170 000; Plein temps

Avantages offerts par ce poste

Comprehensive health benefits

Annual educational stipend

401k match

Employee stock program

Monthly transportation stipend

Company-wide events

Quarterly team building events

Paid sabbatical after four years

Résumé du poste

PitchBook, a Lumonic subsidiary, seeks an Account Executive to close new business in the alternative investment space, including private credit, private equity, and venture markets. You will own the full sales cycle, conduct product demonstrations, and lead POC engagements with sophisticated investors.

Success requires financial acumen, cross-functional collaboration, and strong communication skills to engage fund managers and investment professionals.

Qualifications

• Bachelor's degree in Business, Economics, or Finance.
• 3+ years of full-cycle sales experience, preferably in financial technology or alternative investments.
• 3+ years of experience in private credit, private equity, and venture markets.
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future.

Responsabilités

• Identify and pursue new business opportunities within the alternative investment space.
• Build and maintain relationships with fund managers and investment professionals.
• Conduct product demonstrations and proof-of-concept engagements for Lumonic.
• Develop deep technical product knowledge to address client needs.
• Collaborate with implementation, customer, and product teams for onboarding.
• Refine messaging with leaders to identify strategic opportunities and drive growth.
• Own the entire sales cycle from outreach to contract closing.

Connaissances

Full-cycle sales

Financial acumen

Relationship building

Negotiation

Communication

Formation

Bachelor's degree in Business, Economics, or Finance

Outils

Hubspot

Salesforce

Clay

Apollo

Description du poste

• Company-wide events

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

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

Basic Qualifications

• Bachelor's degree in Business, Economics, or Finance
• 3+ years of full‑cycle sales experience, preferably in financial technology or alternative investments
• 3+ years of experience in private credit, private equity, and venture markets
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications

• Proven ability to independently prospect, build relationships, and drive deals without a steady flow of inbound leads
• Ability to engage in financial discussions with investors
• 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, comfortable working in a fast‑moving, 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: $120,000-$170,000
• 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

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.