PitchBook Data

CustomerSuccessManager

$105–105k Seattle, Washington, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Customer Success Manager at PitchBook Data. Skills: Customer retention, Client relationship management, Platform optimization. Achieve retention goals. Achieve expansion goals”

What You'll Achieve.

Ensure clients derive value; Encourage engagement with underutilized product; Drive client retention; Drive client expansion; Measure renewal probability; Measure client achievement; Measure client satisfaction; Provide continual product education; Improve adoption; Improve customer information

Industry & Context.

Problems you'll solve

Optimize platform usage

Eligibility Requirements

Limited corporate travel

What They're Looking For.

Must Have

2+ years customer success management experience, 2+ years account management experience, Authorized to work in US

Nice to Have

Appreciation for private equity marketplace, Appreciation for venture capital marketplace

What You'll Do.

Achieve retention goals

Achieve expansion goals

Provide excellent support

Act as product expert

Identify client goals

Conduct training sessions

Conduct formal business reviews

Analyze customer health data

Identify opportunities

Engage with Account Managers

Strategize on account retention

Strategize on account growth

Manage client relationships

Document client interactions

Drive engagement with clients

Comprehend client engagement

Demonstrate client engagement

Support company vision

Support company values

Encourage desired behaviors

Participate in company initiatives

Participate in projects

How You'll Work.

Team & Collaboration

Work with a team; Engage with Account Managers; Teamwork and collaboration

Communication Scope

Verbal communication; Written communication; Presentation skills

Full Job Description

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. 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. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. 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. 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. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us! The Customer Success Manager supports accounts that are of strategic importance to PitchBook and works with a team to complete all account-related requests and activities. They will develop a deep knowledge of their clients’ industries, sectors, and strategic business needs and help optimize usage of the PitchBook platform. They will maintain relationships with key contacts, encourage engagement with und

Free ATS check

Applying for this Customer Success Manager role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Greenhouse

  • Create a Greenhouse profile before applying — it saves time across multiple applications.
  • Upload your resume as a PDF; the parser handles it better than Word.
  • Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
  • Enable email notifications to track application status in real time.

ANONYMOUS · UNFILTERED

What do employees actually say about PitchBook Data?

Real rants from real employees. Read before you apply.

Read Company Rants →