Customer Success Manager

At PitchBook, 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. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

Requirements

• Achieve retention and expansion goals measured quarterly
• Act as the go-to product expert for a dedicated portfolio of clients
• Onboard new clients, identify client goals, and conduct training sessions
• Proactively go above and beyond to ensure client satisfaction and success
• Conduct formal business reviews with each client
• Serve as an advocate for your clients
• Engage regularly with Account Managers
• Use Catalyst and Tableau to effectively manage client relationships
• Drive engagement with clients through personally crafted emails and/or marketing provided materials
• Support the vision and values of the company
• Participate in various company initiatives and projects as requested

Benefits

• Physical Health
• Private medical insurance
• Dental scheme
• Additional medical wellness incentives
• Life cover
• Emotional Health
• Paid sabbatical program after four years
• Paid parental leave
• Education subsidies
• Robust training programs on industry and soft skills
• Minimum 25 days annual leave and volunteer days
• Social Health
• Employee resource groups
• Company-wide events
• Employee referral bonus program
• Quarterly team building events
• Financial Health
• 10% Pension contribution
• Income protection
• Shared ownership employee stock program
• Transportation stipend