PitchBook Data
CustomerSuccessManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
Optimize platform usage
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
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