Account Manager, Renewals
The Account Manager, Renewals at PitchBook Data is a pivotal role within the Account Management & Customer Success team, focusing on fostering strong client relationships to drive retention and satisfaction. PitchBook Data, a Morningstar company, is renowned for its innovative approach in the financial data sector, offering comprehensive tools and insights to investment professionals. The company thrives on a culture of collaboration, continuous learning, and adaptability, encouraging employees to challenge the status quo and pursue excellence.
In this role, the Account Manager will serve as the primary point of contact for a dedicated portfolio of clients, engaging through various channels such as in-person meetings, phone calls, and emails. Responsibilities include negotiating renewal terms that align with both customer and company objectives, managing escalations related to contract inquiries and negotiations, and maintaining a rolling 90-day renewal forecast by segment or territory. Additionally, the role involves analyzing customer health and usage data to identify trends and opportunities for improved adoption, ensuring a seamless and positive client experience throughout the renewal process.
Candidates should possess a bachelor's degree or equivalent experience, with a minimum of 2 years in a client-facing role, sales, or account management. Proficiency in Salesforce or similar CRM systems is essential for forecasting sales and maintaining updated client records. Strong verbal and written communication skills, attention to detail, and exemplary presentation abilities are crucial. An interest in the private equity and venture capital marketplace is preferred, along with a curious and proactive approach to understanding client needs.
PitchBook Data offers a comprehensive benefits package, including health benefits, wellness incentives, and insurance coverage. Employees are also entitled to paid sabbaticals after four years, paid family and paternity leave, and an annual educational stipend. Additional perks include a matching gifts program, employee resource groups, and various social health initiatives, fostering a supportive and engaging work environment.
The company culture at PitchBook Data emphasizes continuous learning, innovation, and a people-first attitude. Employees are encouraged to build strong, trusting relationships with teammates, customers, and partners, and to challenge themselves in the pursuit of excellence. With a focus on growth and improvement, PitchBook provides ample opportunities for professional development and career advancement.