Developing the Next Generation of Female Sales Leaders


Sales Executive

PitchBook Data

PitchBook Data

Sales & Business Development
Posted on Tuesday, May 28, 2024

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.

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!

Sales Executives work diligently to close new business opportunities provided by the Inside Sales Team or by their own prospecting. A Sales Executive will contribute to the delivery of overall sales goals by managing clients through the sales cycle and closing deals. Sales Executives are knowledgeable about the product and complete demonstrations for potential clients to show the value of the PitchBook Platform. This role provides the opportunity to autonomously build and manage a sales pipeline and grow the PitchBook client portfolio.

Primary Job Responsibilities:

  • Consistently meet and exceed sales goals
  • Build a pipeline of up to 100 high quality opportunities across different client types
  • Work closely with our Inside Sales team to better understand potential new clients
  • Independently prospect new business opportunities, including building your own referral networks with potential and current clients
  • Become demo certified in order to successfully perform product demonstrations with potential clients, showing PitchBook platform features that serve their business needs
  • Act as a consultant, taking the time to understand clients’ needs and business priorities and address them head on asking thorough and pointed questions, guiding potential clients through needs analysis and discovery sessions
  • Consistently follow up on prospective client inquiries, utilizing Outreach to assist in regular and timely communication
  • Work closely with our client development and account management teams to ensure a successful client relationship
  • Consistently and accurately follow sales processes and expectations
  • 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, commonly in economics, finance, or related majors or equivalent experience required
  • 3+ years of successful outside sales and business development experience, with a technology product preferred
  • Experience managing opportunities and workflow using Salesforce or similar CRM
  • Possess strong negotiation skills and proven ability to effectively close leads
  • Interest in financial markets or services, particularly private equity and venture capital
  • Enjoy networking and conversing with new people every day and comfortable to engage a diverse array of clients
  • Self-motivated, persistent, and goal-oriented attitude and can work effectively as an individual or as part of a team
  • Ability to operate with a strong sense of urgency and deliver results
  • Highly curious with a positive attitude
  • Terrific prioritization skills to handle a large volume of leads efficiently
  • Exemplary verbal and written communication skills
  • Team player with entrepreneurial spirit and 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

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 MPF
  • 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:

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

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.