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Account Executive

Company: PitchBook Data, Inc.
Location: San Francisco
Posted on: September 16, 2021

Job Description:

An employer is looking for Account Executives to join their Customer Success team in San Francisco, CA. This company provides global professionals with comprehensive data on the entire venture capital, private equity and M&A landscape so they can discover and execute opportunities with confidence. We credit our success and rapid growth to our cutting-edge products, customer centered attitude and ability to embrace and drive change. This team works to ensure their clients are maximizing the value they are receiving. This team is responsible for onboarding, training, support, business development and renewals.

This role is a highly visible role that makes a direct and significant imapct. This role will drive value that leads to win-backs, expansion, renewals, and customer satisfaction. You will be dedicated to finding opportunities within prior client accounts by establishing and re-establishing relationships with key decision makers and uncovering the unique needs of every client. Success comes from matching those needs with the countless business applications that they can provide and takes a highly consultative, intelligent, hard worker who will go the extra mile.


- Build and manage a pipeline of win-back opportunities across multiple client types

- Act as primary point of contact and business partner for a dedicated portfolio of prior clients via in-person, phone and/or email

- Consistently meet and exceed sales targets and own the full sales cycle from first contact through close

- Take the time to truly understand clients needs and business priorities, guiding potential clients through needs analysis and discovery sessions

- Conduct client demonstration sessions designed to address the individual needs of the account and end user(s) with a consultative approach

- Work collaboratively with a designated Customer Success Associate to strategize on account win-back opportunities

- Go above and beyond to ensure customer satisfaction in their evaluation of the company and product education

- Maintain a growth mindset and positive attitude

- Support the vision and values of the company by setting an example and demonstrating desired behaviors

2-5 years of full cycle sales / account management experience with a focus on expansion

Experience with technology/SaaS or finance sales experience preferred

Ability to learn and understand why and how each client type enagages with products and product data

Ability to show added value and win back previous clients

Experience with sales via phone and email

Proven ability to grow accounts

Experience with Salesforce or other CRM system to forecast sales and maintain updated records oc client interactions

Strong written and verbal communication

Keywords: PitchBook Data, Inc., San Francisco , Account Executive, Other , San Francisco, California

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