Account Development Representative

PitchBook Data•San Francisco, CA

4d•Onsite

About The Position

PitchBook, a Morningstar company, fosters a culture of innovation, collaboration, and continuous learning. We encourage curiosity, risk-taking, and a drive for excellence. This role is part of the Account Management & Customer Success team, focusing on generating qualified opportunities and driving early-stage pipeline within existing accounts. The Account Development Representative (ADR) will work with a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to identify growth within current clients and new opportunities. This position is primarily outbound prospecting with some inbound lead follow-up, emphasizing discovery and qualification to deliver high-quality opportunities that fuel revenue growth. ADRs play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach, directly contributing to company growth and building strong client relationships.

Requirements

Bachelor’s degree
1+ years 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