Customer Success Manager

About the Role As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. You will support strategic accounts, develop deep knowledge of client industries, and help optimize usage of the PitchBook platform. Primary Job Responsibilities Achieve retention and expansion goals measured quarterly while providing excellent support to clients. Act as the go‑to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform. Onboard new clients, identify client goals, and conduct training sessions, including in‑person sessions, designed to meet the individual business needs of each client. Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle. Conduct formal business reviews with each client to measure renewal probability, client achievement of pre‑set goals, and client satisfaction. Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption. Engage regularly with Account Managers to strategize on account retention and growth opportunities. 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 marketing materials via Highspot. Comprehend and demonstrate how each of our client types engages with our product and data. Support the company’s vision and values through role modeling and encouraging desired behaviors. Participate in various company initiatives and projects as requested. Skills and Qualifications 2+ years of customer success management or account management experience. Excellent verbal and written communication skills with a keen eye for detail. Enjoys relationship building and is comfortable engaging with a diverse array of clients to learn their business needs and provide value. Exemplary presentation skills. Appreciation for the private equity and venture capital marketplace and the ability to learn and demonstrate how clients can benefit from new product features. Curious, able, and interested to learn about client needs. Organized with terrific prioritization skills. Self‑motivated, persistent, and goal‑oriented attitude; can work effectively as part of a team. Proficiency with the Microsoft Office suite, including Outlook, Word, and Excel, and 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. Benefits + Compensation at PitchBook Physical Health Additional medical wellness incentives. STD, LTD, AD&D, and life insurance. Emotional Health Paid sabbatical program after four years. Paid family and paternity leave. Annual educational stipend. Option to apply for tuition reimbursement. CFA exam stipend. Robust training programs on industry and soft skills. Employee assistance program. Generous allotment of vacation days, sick days, and volunteer days. Social Health Matching gifts program. Employee resource groups. Dependent Care FSA. Employee referral bonus program. Quarterly team‑building events. Shared ownership employee stock program. Monthly transportation stipend. Compensation Annual base salary: $105,000. Annual on‑target variable commission: $20,000. Working Conditions At the heart of our company is a belief in the power of in‑person collaboration. This role is expected to be in the office five days a week. The job involves standard office setting duties, use of PC and phone throughout the day, and limited corporate travel to remote offices or other business meetings. Equal Employment Opportunity PitchBook is an equal‑opportunity employer. We do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr Pitchbook-Data