Account Manager, Renewals

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

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 s…