Account Executive

At Pitch Book, 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, Pitch Book is the place for you.

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 Pitch Book! With our customers’ success comes our success, and we are dedicated to providing them with the highest level of service and expertise.

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!

Pitch Book’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 Pitch Book. This is a highly visible team that makes a direct and significant impact on our business.

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 Pitch Book’s overall sales goals by managing clients through the sales cycle from product demonstration to deal close. Pitch Book’s Business Development Representative, Core Sales manages a robust sales pipeline to grow the Pitch Book client portfolio.

• Consistently meet and exceed sales goals
• Effectively manage a pipeline of high-quality Core segment opportunities
• Work closely with Business Development Associates to better understand use cases for current pipeline of potential clients and new prospects
• Independently prospect new business opportunities, including managing your own referral networks with potential and current clients
• Act as Pitch Book platform expert in order to successfully perform product demonstrations with potential clients, showing features that serve their business needs
• Act as a consultant for prospects and understand their needs and business priorities
• Guide clients through needs analysis and discovery sessions by asking thorough questions
• Work closely with our client development and account management teams to ensure a successful client relationship
• Consistently and accurately follow sales processes and expectations
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

• 3+ years of successful sales and business development experience, with a technology product strongly preferred
• Experience managing opportunities and workflow using Salesforce or similar CRM
• Possess strong negotiation skills and proven ability to effectively close leads
• Interest in financial markets or services, particularly private equity and venture capital
• Enjo…