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Data Sales & Account Management

June 26, 2025June 26, 2025

Data Sales & Account Management

CompanyPitchBook
LocationSeattle, WA, USA
Salary$90000 – $176725
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • Bachelor’s degree preferred
  • 2+ years previous experience in business development, customer success, and/or marketing
  • Experience working with customer-facing data feed and API solutions and implementation, particularly with RESTful APIs
  • Experience working in a cross-functional account management organization with divided responsibilities and defined collaborative workstreams
  • Willingness to learn database concepts, including but not limited to relational tables, data types, and normalization
  • Ability to explain technical concepts to non-technical audiences including methods for fuzzy matching, name matching, and record reconciliation
  • Both social and technical with the ability to foster relationships with senior level executives
  • Previous experience selling to large Banking, general partner, limited partner, and non-financial corporate customers. Understand why and how each of our diverse client types engages with our product and data
  • 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
  • Proficiency working with Salesforce, Catalyst, and other CRM tools

Responsibilities

  • Consult with PitchBook clients and prospects to determine suitability of our customer-facing data feed and API solutions in their processes
  • Partner with PitchBook’s Account Management and Customer Success teams to sell data feed and API solutions to clients and prospects
  • Proactively explore opportunities to deepen commercial relationships leveraging your knowledge of your customers’ business and data needs
  • Manage a queue of client or prospect projects and sales opportunities
  • Accurately forecast opportunity pipeline on a weekly, monthly, and quarterly basis
  • Drive innovation throughout the department by finding new and creative ways to serve our customers and sell our products
  • Progressively advance your knowledge and understanding of your customers’ business. This includes general knowledge as well as contemporary themes and topics germane to the industry
  • Support the vision and values of the company through role modeling and encouraging desired behaviors
  • Participate in various company initiatives and projects as requested

Preferred Qualifications

  • Bachelor’s degree preferred


TaggedBachelor'sCustomer SuccessEnterprise SalesFinance & Operations & StrategyJuniorMid LevelPitchBookSales & Account Management

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