Job Description
At PitchBook, 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, PitchBook is the place for you.
About the Role:
As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at PitchBook! With our customers’ success comes our success, and we are dedicated to providing them with the highest level of service and expertise.
At the core of our business is our commitment to understanding our clients’ needs, challenges, and opportunities. As a member of our team, you’ll be at the forefront of emerging trends and technologies by working closely with clients to position our products and services in a way that helps them achieve their goals. You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals. We are committed to helping you achieve your personal and professional goals, and we can’t wait for you to join the team!
Business Development Associates (BDAs) work diligently to engage quality addressable market accounts and prospect potential new business on behalf of Senior Business Development Representatives (Outside Sales). Business Development Associates contribute to the delivery of overall sales goals by engaging these accounts through consistent call and email outreach to book both initial and additional product demos. They will also improve prospect information stored in PitchBook’s CRM through consistent documentation of all prospect or client contacts.
Primary Job Responsibilities:
- Achieve daily, weekly, and monthly outreach goals including demo and call volume while providing an excellent experience for prospective clients
- Connect with quality addressable market accounts in the prospect pipeline through written and verbal communication to book demos that show off the PitchBook product offering, help expand audiences within sales cycles through additional demonstrations, and drive deal closure
- Drive engagement with prospects through personally crafted messages and outreach and/or marketing provided materials via Highspot
- Utilize Outreach to assist in regular and timely communication with potential clients
- Act as a consultant to prospects by seeking to understand their needs and business priorities
- Guide potential clients through needs analysis and discovery sessions to qualify leads and drive new opportunities
- Work closely with Senior Business Development Representatives to learn about the needs of our clients and the end-to-end sales cycle
- Work continuously to document the details of each prospective client interaction in Salesforce in order to improve the customer experience and drive deal closure
- Consistent follow-up on prospective client inquiries
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
Skills and Qualifications:
- Bachelor’s degree preferred
- 1+ year of successful sales experience, with a technology product preferred
- Prior experience with Salesforce or similar CRM preferred
- Interested in financial markets or services, particularly private equity and venture capital
- Love to prospect – you will act as the engine of our sales team, warming up leads to be shared with Outside Sales
- Ability to operate with a strong sense of urgency and deliver results
- Highly curious with a positive attitude
- Terrific prioritization skills to handle the large volume of leads efficiently
- Exemplary verbal and written communication skills
- Strong negotiation skills and can effectively close leads
- Team player with entrepreneurial spirit and the desire to try new ideas in order to achieve greater levels of success
- Self-motivated, persistent, and goal-oriented and can work effectively as an individual or as part of a team
- 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
Benefits at PitchBook:
Physical Health
- Private medical insurance
- Additional medical wellness incentives
- Private life insurance
Emotional Health
- Parental leave
- Education subsidies
- Robust training programs on industry and soft skills
- Generous allotment of vacation days, sick days, and volunteer days
Social Health
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- Retirement contributions via CPF
- Shared ownership employee stock program
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Working Conditions:
We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 5 days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
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