About the Role:

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

Basic Qualifications:

• Bachelor’s degree, preferably in Business Administration or related field
• 5+ years of professional management or team lead experience, ideally in a Customer Support or Operations environment
• Must be authorized to work in UK without the need for visa sponsorship now or in the future

Preferred Qualifications:

• Demonstrated success with workflow optimization in a real time, fast paced environment
• Proficient with Salesforce or similar CRM preferred
• Excellent verbal and written communication skills with a keen eye for detail
• A client first attitude and love to engage with customers
• 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 high call volume in parallel with project work
• Comfortable to engage with a diverse array of customers
• Team player with the desire to try new ideas in order to achieve greater levels of success
• Knowledge of the Microsoft Office suite including Outlook and Word

Benefits at PitchBook:

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

*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:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.

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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