Inside Sales Representative (Outbound)

Join PitchBook as an Inside Sales Representative (Outbound) and be a key player in our Account Management & Customer Success team. In this role, you will focus on outbound prospecting, managing inbound leads, and conducting discovery calls to create qualified opportunities for Account Managers and Business Development Representatives. You will work closely with a fixed book of accounts, collaborate with various teams, and contribute to the company's growth and success.

• Prospecting and generating qualified opportunities through outbound calls and inbound lead follow-up.
• 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.
• Tenacious and goal-oriented; can work effectively as part of a group
• Ability to operate with a strong sense of urgency and deliver results
• 1+ years of outbound prospecting experience
• A client first attitude and love to engage prospective new users for account growth
• Bachelor’s degree
• Team player with the desire to try new ideas in order to achieve greater levels of success
• Excellent verbal and written communication skills with a keen eye for detail
• 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
• Prior experience with Salesforce or similar CRM preferred
• Comfortable to engage with a diverse array of clients
• Interested in financial markets or services, particularly private equity and venture capital
• Terrific prioritization skills to manage your sales pipeline