Account Development Representative

Join PitchBook as an Account Development Representative, where you'll be a key member of our Account Management & Customer Success team. In this role, you'll focus on outbound prospecting, managing inbound leads, and conducting discovery calls to create qualified opportunities for Account Managers and Business Development Representatives. You'll work closely with a fixed book of accounts, supporting stalled opportunities and researching accounts to uncover new contacts and growth opportunities. This position offers a chance to contribute to company growth, build strong client relationships, and advance your career.

• Prospecting and generating qualified opportunities for Account Managers and Business Development Representatives.
• Conducting discovery calls and thoroughly qualifying prospects before handoff to ensure strong fit and conversion potential.
• Collaborating with Account Managers, Business Development Representatives, and Customer Success Managers to build pipeline and drive growth.
• Interested in financial markets or services, particularly private equity and venture capital
• A client first attitude and love to engage prospective new users for account growth
• Prior experience with Salesforce or similar CRM preferred
• Terrific prioritization skills to manage your sales pipeline
• Bachelor’s degree
• 1+ years of outbound prospecting experience
• Team player with the desire to try new ideas in order to achieve greater levels of success
• Comfortable to engage with a diverse array of clients
• Ability to operate with a strong sense of urgency and deliver results
• 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
• Excellent verbal and written communication skills with a keen eye for detail
• Tenacious and goal-oriented; can work effectively as part of a group