PitchBook Data
Customer Success Manager
Seattle, Washington, United States
No sponsorshipDetected 20 hours ago
Data VisualizationAccount ManagementExcelCustomer SuccessAccount RetentionCommunicationCollaborationMentoringMicrosoft OfficeCFA
About the role
- 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.
- A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members.
- Act as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform
Responsibilities
- Achieve retention and expansion goals measured quarterly while providing excellent support to clients
- Onboard new clients, identify client goals, and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client
- Use Catalyst and Tableau to effectively manage client relationships through call logging, usage data monitoring, and task management
- Work continuously to document the details of each client interaction in Catalyst to improve customer information and drive retention
- Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot
Requirements
- 2+ years of customer success management or account management experience
- 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
- Enjoys relationship building and comfortable engaging with a diverse array of clients to learn their business needs and provide value
- An appreciation for the private equity and venture capital marketplace and the ability to learn and demonstrate how clients can benefit from engaging with new product features and new data
- Curious, able, and interested to learn about client needs
- Organized with terrific prioritization skills
- Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team
Skills
- Skills and Qualifications:
- Excellent verbal and written communication skills with a keen eye for detail
- Exemplary presentation skills
Compensation
- Benefits + Compensation at PitchBook:
Benefits
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Generous allotment of vacation days, sick days, and volunteer days
- Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Conduct formal business reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction, and to provide continual product education
Company info
- Participate in various company initiatives and projects as requested
- We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners.
Visa & Work Authorization
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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This listing is sourced directly from PitchBook Data's careers page and normalized into a canonical job model.