Account Manager, Renewals

PitchBook Data; Seattle (WA); On-site; USD 94,500 - 115,500; Full time

Benefits offered by this job

Medical wellness incentives

Paid sabbatical program

Annual educational stipend

Generous allotment of vacation days

Employee referral bonus program

Job summary

PitchBook Data in Seattle is seeking an Account Manager, Renewals to manage client relationships and drive customer satisfaction. The role emphasizes retention and negotiation, requiring strong communication and sales skills.

The ideal candidate will have a Bachelor's degree and 2+ years experience in client-facing roles. PitchBook offers competitive benefits and fosters a culture of collaboration.

Qualifications

• 2+ years of relevant experience in a client-facing role, sales, or account management.
• Proven ability to close deals with relevant stakeholders.
• Must be authorized to work in the United States without visa sponsorship.

Responsibilities

• Act as primary point of contact for a dedicated portfolio of clients.
• Achieve retention and sales goals while providing excellent client support.
• Manage escalations related to contract questions and negotiations.

Skills

Client relationship management

Sales strategy development

Excellent communication skills

Negotiation skills

Salesforce or CRM proficiency

Organizational skills

Team collaboration

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Office Suite

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, Renewals manages customer relationships, working to build a sales strategy that leads to retention, renewals and customer satisfaction. They are dedicated to maximizing the value their clients receive from PitchBook by building relationships with key decision makers and are responsible for all aspects of their clients’ experience with PitchBook and will onboard, train, engage, grow, and renew their book of clients.

Primary Job Responsibilities

• Act as primary point of contact and business partner for a dedicated portfolio of clients via in-person meetings, phone, and/or email
• Achieve retention and sales goals measured monthly and quarterly while providing excellent client support
• Negotiate renewal terms to align with the customer and the company goals
• Manage escalations relating to contract questions, negotiations, and requests
• Maintain a rolling 90-day renewal forecast by segment and/or territory
• Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
• Work continuously to document the details of each client interaction in order to improve the customer information and drive retention
• 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 experience required
• 2+ years of relevant experience in a client facing role, sales, or account management experience
• Proven ability to close deals with relevant stakeholders and oversee the end to end renewed process
• Prior experience with Salesforce or similar CRM to forecast sales and maintain updated records of client interactions
• Have excellent verbal and written communication skills with a keen eye for detail
• Exemplary presentation skills; comfortable to engage a diverse array of clients
• Interest in the PE / VC marketplace preferred
• Curious, able and interested to learn about client needs
• Organized with terrific prioritization skills
• Self-motivated, persistent, goal-oriented attitude and can work effectively as part of a team
• Possessing 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 States without the need for visa sponsorship now or in the future

Benefits + Compensation at PitchBook

Physical Health

• 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
• Dependent Care FSA
• Employee referral bonus program
• Quarterly team building events
• 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: $105,000-$105,000
• Annual on target variable commission of fully ramped representative meeting expectations: $25,000
• 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.