Account Executive

<div class="content-intro"><p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.&nbsp;</span></p> <p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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. </span></p> <p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.&nbsp;</span></p></div><p><span style="font-size: 14pt; font-family: arial, helvetica, sans-serif;"><strong>About the Role:</strong></span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at PitchBook! With our customers’ success comes our success, and we are dedicated to providing them with the highest level of service and expertise.</span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">At the core of our business is our commitment to understanding our clients' needs, challenges, and opportunities. As a member of our team, you'll be at the forefront of emerging trends and technologies by working closely with clients to position our products and services in a way that helps them achieve their goals. You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals. We are committed to helping you achieve your personal and professional goals, and we can’t wait for you to join the team!</span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">PitchBook’s Core Sales team drives our growth through new client acquisition in partnership with the Sales Development team and Business Development Associate team. Our Business Development Core reps oversee the sales process from product demonstration to deal closure. They are experts in demonstrating to our clients why their businesses cannot live without PitchBook. This is a highly visible team that makes a direct and significant impact on our business.    </span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Business Development Representative, Core Sales works diligently to close new business opportunities provided by Sales Development Representatives, Business Development Associates, or through their own prospecting. This role contributes to PitchBook’s overall sales goals by managing clients through the sales cycle from product demonstration to deal close. PitchBook’s Business Development Representative, Core Sales manages a robust sales pipeline to grow the PitchBook client portfolio.  </span>  </p> <p><span style="font-size: 14pt; font-family: arial, helvetica, sans-serif;"><strong>Primary Job Responsibilities:</strong></span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Consistently meet and exceed sales goals</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Effectively manage a pipeline of high-quality Core segment opportunities</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Work closely with Business Development Associates to better understand use cases for current pipeline of potential clients and new prospects</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Independently prospect new business opportunities, including managing your own referral networks with potential and current clients</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Act as PitchBook platform expert in order to successfully perform product demonstrations with potential clients, showing features that serve their business needs</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Act as a consultant for prospects and understand their needs and business priorities</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Guide clients through needs analysis and discovery sessions by asking thorough questions</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Work closely with our client development and account management teams to ensure a successful client relationship</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Consistently and accurately follow sales processes and expectations</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Support the vision and values of the company through role modeling and encouraging desired behaviors</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Participate in various company initiatives and projects as requested</span></li> </ul> <p><span style="font-size: 14pt; font-family: arial, helvetica, sans-serif;"><strong>Skills and Qualifications:</strong></span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">3+ years of successful sales and business development experience, with a technology product strongly preferred</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Experience managing opportunities and workflow using Salesforce or similar CRM</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Possess strong negotiation skills and proven ability to effectively close leads</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Interest in financial markets or services, particularly private equity and venture capital</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Enjoy networking and conversing with new people every day, comfortable engaging a diverse array of clients</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Self-motivated, persistent, with a goal-oriented attitude and can work effectively as an individual or as part of a team</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to operate with a keen sense of urgency and deliver results</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Highly curious with a positive attitude</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Have terrific prioritization skills to handle a large volume of leads efficiently</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Exemplary verbal and written communication skills</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Team player with entrepreneurial spirit – with the desire to try new ideas to achieve greater success</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Proficiency with Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Benefits + Compensation at PitchBook:</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Physical Health&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;</span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Comprehensive health benefits</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Additional medical wellness incentives&nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">STD, LTD, AD&amp;D, and life insurance</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Emotional Health&nbsp;</span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid sabbatical program after four years</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid family and paternity leave&nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Annual educational stipend</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to apply for tuition reimbursement</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">CFA exam stipend&nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Robust training programs on industry and soft skills&nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee assistance program</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Generous allotment of vacation days, sick days, and volunteer days&nbsp;</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Social Health&nbsp;</span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Matching gifts program</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee resource groups</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Subsidized emergency childcare&nbsp;&nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Dependent Care FSA</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Company-wide events</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee referral bonus program&nbsp;&nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Quarterly team building events</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Financial Health&nbsp;</span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">401k match</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Shared ownership employee stock program&nbsp;</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Monthly transportation stipend&nbsp;&nbsp;</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><em>*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.</em></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Compensation</span></p> <ul> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Annual base salary: $110,000-$110,000</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Annual on target variable commission of fully ramped representative meeting expectations: $175,000</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">PitchBook currently has no cap on commission and commission is determined by individual performance</span></li> <li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">This represents an annual income of <strong>$110,000 + $175,000 = $285,000</strong>.</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Working Conditions:</strong></span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">#LI-AR1</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">#LI-Onsite</span></p>