Early-Career SDR: Outbound Growth & Qualification

Pitchbook-Data; San Francisco (CA); On-site; USD 92,000 - 113,000; Full time

Benefits offered by this job

Medical wellness incentives

Sabbatical after 4 years

Paid family leave

Tuition reimbursement

Employee stock program

Job summary

PitchBook, a Morningstar company, seeks an Account Development Representative in San Francisco to drive outbound prospecting, qualify opportunities, and support account teams. You will work within a fixed book of accounts alongside AMs and BDRs, using tools like Salesforce, LinkedIn Navigator, Outreach, and Gong to fuel early-stage pipeline. This is an on-site role requiring strong communication and urgency.

Qualifications

• 6+ months of outbound prospecting experience.
• Familiarity with Salesforce or similar CRM preferred.
• Interest in financial markets or services.

Responsibilities

• Drive outbound prospecting to create opportunities for Account Managers and BDRs.
• Conduct discovery calls to qualify prospects and hand off to the account team.
• Meet monthly and quarterly quotas for opportunities and pipeline.
• Collaborate with Account Managers, BDRs, and Customer Success to expand pipeline.

Skills

Outbound prospecting

CRM (Salesforce)

Communication skills

Team collaboration

Time management

Tools

Salesforce CRM

LinkedIn Sales Navigator

Outreach.io

Gong

Job description

PitchBook, a Morningstar company, seeks an Account Development Representative in San Francisco to drive outbound prospecting, qualify opportunities, and support account teams. You will work within a fixed book of accounts alongside AMs and BDRs, using tools like Salesforce, LinkedIn Navigator, Outreach, and Gong to fuel early-stage pipeline. This is an on-site role requiring strong communication and urgency.