Jobs at PitchBook

Drive outbound prospecting and manage inbound account leads within a fixed book to create qualified opportunities. Conduct discovery calls, qualify prospects, maintain Salesforce records, collaborate with Account Managers and BDRs, and use sales tools to craft tailored outreach. Support stalled opportunities, review Gong interactions, build product and market expertise, and contribute to team culture and company initiatives.

As a Business Development Associate, you'll engage potential clients, book product demos, and support Senior Business Development Representatives in achieving sales goals while improving CRM documentation.

Provide Tier 1 support to PitchBook clients via phone, email, and chat; troubleshoot issues, document interactions in Salesforce, meet contact volume and quality goals, collaborate with global teams, and surface customer pain points to inform product improvements while supporting company initiatives.

Manage a strategic portfolio to drive retention and expansion, onboard and train clients, analyze usage and health metrics, conduct business reviews, document interactions, and collaborate with account managers to optimize product adoption and client satisfaction.

Manage a portfolio of strategic clients to drive retention and expansion. Serve as product expert, onboard and train clients (including in-person), analyze customer health and usage with Catalyst and Tableau, conduct business reviews, document interactions in Catalyst, collaborate with Account Managers, and drive engagement through Highspot and tailored communications.