Account Development Representative

PitchBook Data • San Francisco, CA

8d • Onsite

About The Position

PitchBook, a Morningstar company, fosters a culture of innovation, collaboration, and continuous improvement. We invest in our employees through extensive learning programs and mentorship, encouraging curiosity and a willingness to challenge the status quo. We embrace challenges and risks in pursuit of excellence. If you have a positive attitude and a strong work ethic, PitchBook is the place for you.

As a member of our Account Management & Customer Success team, you will be instrumental in driving change and ensuring continuous growth for yourself and PitchBook. You will be encouraged to explore new ideas, ask questions, and challenge norms while remaining focused on customer success. Teamwork, collaboration, and building strong relationships are highly valued. A positive attitude, insatiable curiosity, and a people-first approach are key to success in this role.

PitchBook's Account Development Representatives are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts. They work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories. This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. While Account Development Representatives don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.

Requirements

• Bachelor’s degree
• 6+ months of outbound prospecting experience
• A client first attitude and love to engage prospective new users for account growth
• Excellent verbal and written communication skills with a keen eye for detail
• Interested in financial markets or services, particularly private equity and venture capital
• Ability to operate with a strong sense of urgency and deliver results
• Terrific prioritization skills to manage your sales pipeline
• Comfortable to engage with a diverse array of clients
• Tenacious and goal-oriented; can work effectively as part of a group
• Team player with the desire to try new ideas in order to achieve greater levels of success
• 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

Nice To Haves

• Prior experience with Salesforce or similar CRM preferred
• CFA exam stipend

Responsibilities

• Drive outbound prospecting and manage inbound account leads to create qualified opportunities for Account Managers and Business Development Representatives, ensuring a steady flow of high-quality pipeline that supports sales goals
• Conduct discovery calls and thoroughly qualify prospects before handoff to ensure strong fit and conversion potential
• Meet or exceed monthly and quarterly quotas for qualified opportunities and pipeline contribution
• Work with Account Managers, Business Development Representatives, and Customer Success Managers on a fixed book of accounts to build pipeline and drive growth through coordinated strategies
• Support stalled opportunities by expanding account engagement and nurturing momentum through the funnel
• Research accounts and territories to uncover new contacts, decision-makers, and growth opportunities
• Use tools like LinkedIn Sales Navigator, Outreach.io, and Highspot to craft tailored messaging that resonates with prospects
• Maintain accurate records in Salesforce to ensure visibility and smooth progression of opportunities
• Review interactions in Gong, share insights, and refine strategies to improve effectiveness
• Build expertise in PitchBook’s offerings and the private capital markets to deliver value in every interaction
• Actively contribute to our company’s vision and culture, serving as a role model and helping to create a positive, high-performing team environment
• Participate in various company initiatives and projects as requested

Benefits

• Comprehensive health benefits
• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance
• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days
• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events
• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level