Account Manager

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 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.

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 Account Manager, Renewals manages customer relationships, working to build a sales strategy that leads to retention, renewals and customer satisfaction. They are dedicated to maximizing the value their clients receive from Pitch Book by building relationships with key decision makers and are responsible for all aspects of their clients' experience with Pitch Book and will onboard, train, engage, grow, and renew their book of clients.

• Act as primary point of contact and business partner for a dedicated portfolio of clients via in‑person meetings, phone, and/or email
• Achieve retention and sales goals measured monthly and quarterly while providing excellent client support
• Negotiate renewal terms to align with the customer and the company goals
• Manage escalations relating to contract questions, negotiations, and requests
• Maintain a rolling 90‑day renewal forecast by segment and/or territory
• Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
• Work continuously to document the details of each client interaction in order to improve the customer information and drive retention
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

• Bachelor's degree or equivalent experience required
• 2+ years of relevant experience in a client‑facing role, sales, or account management experience
• Proven ability to close deals with relevant stakeholders and oversee the end‑to‑end renewal process
• Prior experience with Salesforce or similar CRM to forecast sales and maintain updated records of client interactions
• Have excellent verbal and written communication skills with a keen eye for detail
• Exemplary presentation skills; comfortable to engage a diverse array of clients
• Interest in the PE / VC marketplace preferred
• Curious, able and interested to learn about client needs
• Organized with terrific prioritization skills
• Self‑motivated, persistent, goal‑oriented attitude and can work effectively as part of a team
• Possessing strong negotiation skills, persistence, and resiliency
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

• Comprehensive health benefits
• Additional…