SDR Manager

PitchBook Data•San Francisco, CA

3d•Onsite

About The Position

PitchBook’s Account Development team drives growth through strategic collaboration with Account Managers and Business Development Representatives in our Core segment. ADRs focus on expanding existing client accounts and generating new sales within non-client and prior client accounts, operating as part of a pod structure. This is a highly collaborative effort across the account team, ensuring pipeline creation and progression that leads to revenue growth and deeper client relationships. PitchBook’s Manager, Account Development manages a team of Account Development Representatives (ADRs) supporting our Core. They are responsible for hiring and onboarding new Account Development professionals, overseeing performance for onboarding reps., supporting ongoing training and development, and address day-day to day needs. This role is responsible for developing high-performing, value-driven account development professionals, with a strong focus on continuous growth and professional development.

Requirements

Bachelor’s degree or equivalent experience required.
2+ years of professional management or team lead experience, ideally in a sales capacity
A good candidate for the role is someone who has personal experience exceeding sales quotas through grit and creative thinking
Experience in developing sales reps cold calling and prospecting skills
Experience with tools such as Salesforce, Outreach, and LeanData/BookIt
Possess strong negotiation skills and proven ability to effectively close leads
Interest in financial markets or services, particularly private capital markets
Strong coaching and career development acumen
Upholds organizational expectations of professionalism for both internal and external interactions
Self-motivated, persistent, goal-oriented attitude and can work effectively as part of a team
Ability to operate with a strong sense of urgency and deliver results
Highly curious with a positive attitude
Superior organization; able to effectively manage a large team
High emotional intelligence, able to build trust with a diverse group of employees and stakeholders
Exemplary verbal and written communication skills
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

Responsibilities

Lead and inspire a team of Account Development Representatives to consistently exceed sales goals through hands-on coaching, motivation, and team development
Inspire a supportive team culture aligned with company values, cultivating an environment that empowers individual and team success
Conduct regular team meetings to share best practices, review metrics, and reinforce expectations, promoting continuous learning
Support new hires with thorough onboarding and learning path completion, setting them up for success from day one
Set clear team objectives and key results, aligning ADR goals with broader account growth targets
Take ownership of team outcomes, tracking progress and providing leadership with regular performance updates
Hold consistent 1:1s with each team member to discuss performance, strategic goals, coaching needs, and career development
Use data to monitor performance, diagnose challenges, and provide targeted coaching on pipeline management and opportunity creation
Coach team members to enhance productivity by effectively managing lead flow, tracking weekly activities, and upholding high standards in lead qualification to drive quality opportunities and maximize conversions
Ensure team adherence to standard operating procedures and role expectations, maintaining high quality in all activities
Partner with the Commercial team leadership to align ADR activities with account growth strategies, ensuring coordinated efforts across teams
Participate actively in Commerical team leadership meetings, offering insights and driving alignment on account growth strategies
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested