PitchBook Data
Account Development Representative
San Francisco, California, United States
No sponsorshipDetected 19 hours ago
SalesforceCRMSalesAccount ManagementBusiness DevelopmentPipeline ManagementOutbound SalesExcelCustomer SuccessResearchCommunicationCollaborationMentoringMicrosoft Office
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.
- PitchBook's Account Development Representatives are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts.
Responsibilities
- Drive outbound prospecting and manage inbound account leads to create qualified opportunities for Account Managers and Business Development Representatives, ensuring a steady flow of high-quality pipeline that supports sales goals
- Work with Account Managers, Business Development Representatives, and Customer Success Managers on a fixed book of accounts to build pipeline and drive growth through coordinated strategies
- Support stalled opportunities by expanding account engagement and nurturing momentum through the funnel
- Maintain accurate records in Salesforce to ensure visibility and smooth progression of opportunities
- Build expertise in PitchBook's offerings and the private capital markets to deliver value in every interaction
Requirements
- Bachelor's degree
- 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
- 6+ months of outbound prospecting experience
- A client first attitude and love to engage prospective new users for account growth
- Excellent verbal and written communication skills with a keen eye for detail
- Interested in financial markets or services, particularly private equity and venture capital
- Ability to operate with a strong sense of urgency and deliver results
- Terrific prioritization skills to manage your sales pipeline
- Comfortable to engage with a diverse array of clients
- Tenacious and goal-oriented; can work effectively as part of a group
- Team player with the desire to try new ideas in order to achieve greater levels of success
Nice to have
- Prior experience with Salesforce or similar CRM preferred
Skills
- Use tools like LinkedIn Sales Navigator, Outreach.io, and Highspot to craft tailored messaging that resonates with prospects
- Skills and Qualifications:
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
- Actively contribute to our company's vision and culture, serving as a role model and helping to create a positive, high-performing team environment
Company info
- Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.
- 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.