Account Development Representative

About the role

The Account Development Representative role is within the Account Management & Customer Success team at PitchBook. 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.

Primary Job 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
• 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

Skills and Qualifications

• Bachelor’s degree
• 6+ months of outbound prospecting experience
• A client first attitude and love to engage prospective new users for account growth
• Prior experience with Salesforce or similar CRM preferred
• Excellent verbal and written communication skills with a keen eye for detail
• Interested in financial markets or services, particularly private equity and venture capital
• Able 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

Benefits + Compensation

• Physical Health: Comprehensive health benefits, additional medical wellness incentives, STD, LTD, AD&D, and life insurance
• Emotional Health: Paid sabbatical program after four years, paid family and paternity leave, annual educational stipend, CFA exam stipend
• Financial Health: 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 referral bonus program, quarterly team building events
• Compensation: Non-exempt position, paid a salary and a commission. Salary is $70,000, on-target commission is $32,500, representing an annual income of $102,500

Working Conditions

• Role is expected to be in the office 5 days a week
• Employees in this position use PC and phone on an ongoing basis throughout the day
• Limited corporate travel may be required to remote offices or other business meetings and events