Account Executive, Data Feed & API Seattle, Washington
Listed on 2026-02-16
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Sales
Business Development, Client Relationship Manager -
Business
Business Development, Client Relationship 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 Pitch Book are always growing and improving. 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.
Pitch Book’s Account Development Manager (ADM) for Direct Data is responsible for selling Pitch Book’s API and data feed solutions. The Core Accounts group is the beating heart of our Account Management group, working with thousands of customers across banking, investing, advisory, and other industries. You will focus on a concentrated vertical of customers to maximize your knowledge and impact on their success.
Direct Data Account Development Managers synthesize client needs, industry knowledge, and Pitch Book’s data capabilities into solutions that create value for customers. You will collaborate with our Direct Data Sales Engineers to customize data feed and API solutions and support customers on the path to value creation with Pitch Book data feeds and APIs. You will also partner with the broader Account Management team to ensure thoughtful end-to-end engagement with customers across Pitch Book’s suite of products and services.
Job Responsibilities
- Consult with Pitch Book clients and prospects to determine suitability of our customer-facing data feed and API solutions in their processes
- Partner with Pitch Book’s Account Management and Customer Success teams to sell data feed and API solutions to clients and prospects
- Proactively explore opportunities to deepen commercial relationships leveraging knowledge of customers’ business and data needs
- Manage a queue of client or prospect projects and sales opportunities
- Accurately forecast opportunity pipeline on a weekly, monthly, and quarterly basis
- Drive innovation throughout the department by finding new and creative ways to serve our customers and sell our products
- Progressively advance knowledge of customers’ business, including general knowledge and contemporary industry themes
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
- 2+ years of experience in business development, customer success, and/or marketing
- Experience with customer-facing data feed and API solutions and implementation, particularly RESTful APIs
- Experience working in a cross-functional account management organization with defined collaborative work streams
- Willingness to learn database concepts, including relational tables, data types, and normalization
- Ability to explain technical concepts to non-technical audiences, including methods for fuzzy matching, name matching, and record reconciliation
- Strong interpersonal skills with the ability to foster relationships with senior-level executives
- Experience selling to large banking, general partner, limited partner, and non-financial corporate customers; understanding how client types engage with our product and data
- Proficiency with Microsoft Office (Outlook, Word, Excel) and ability to learn new systems quickly
- Experience with Salesforce, Catalyst, and other CRM tools
- Authorized to work in the United States without visa sponsorship now or in the future
- Physical Health:
Additional medical wellness incentives; STD, LTD, AD&D, and life insurance - Emotional Health:
Paid sabbatical after four years; paid family and paternity leave; annual educational stipend; tuition reimbursement; CFA exam stipend; robust training; employee assistance program; generous vacation, sick, and volunteer days - Social Health:
Matching gifts program; employee resource groups;
Dependent Care FSA; employee referral bonus; quarterly team-building…
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