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.
\nOur 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.
\nIf you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.
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About the Role:
\nAs 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.
\nAt 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!
\nSales Development Representatives (SDRs) work diligently to engage incoming leads and prospect potential new business. Sales Development Representatives contribute to the delivery of our overall sales goals by engaging warm leads through consistent call and email outreach to book product demos. They will also improve prospect information stored in PitchBook’s CRM through consistent documentation of all prospect or client interactions.
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Primary Job Responsibilities:
\n\nAchieve daily, weekly, and monthly outreach goals including demo and call volume while providing an excellent experience for prospective clients\nConnect with your primary inbound prospect pipeline through written and verbal communication to book demos that show off the PitchBook product offering and drive deal closure\nProspect leads provided by Marketing and search for key points of contact by using the PitchBook Platform\nDrive engagement with prospects through personally crafted sequences and/or marketing provided materials via Highspot\nUtilize Outreach to assist in regular and timely communication with potential clients\nDocument details of each prospective client interaction in Salesforce to improve the customer experience and drive deal closure\nAct as a consultant to prospects by seeking to understand their needs and business priorities\nGuide potential clients through needs analysis and discovery sessions to qualify the lead and drive new opportunities\nWork closely with Outside Sales to learn about the need of our clients and the end-to-end sales cycle\nConsistently follow-up on prospective client inquiries\nSupport the vision and values of the company through role modeling and encouraging desired behaviors\nParticipate in various company initiatives and projects as requested\n\n\n
Skills and Qualifications:
\n\nBachelor’s degree preferred\nPrior internship experience or 1 year of work experience, ideally in finance or sales\nPrior experience with Salesforce or similar CRM preferred\nLove to prospect – you will act as the engine of our Sales team by warming up leads to be shared with Outside Sales\nAbility to operate with a strong sense of urgency and deliver results\nDemonstrate curiosity with a positive attitude\nDemonstrate prioritization skills to handle the large volume of leads efficiently\nExcellent verbal and written communication skills\nPossess strong negotiation skills and can effectively close leads\nTeam player with entrepreneurial spirit and the desire to try new ideas in order to achieve greater levels of success\nSelf-motivated, persistent and goal-oriented attitude and can work effectively as an individual or as part of a team\nInterested in financial markets or services, particularly private equity and venture capital\nProficiency 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\n\n\n
Benefits at PitchBook:
\nPhysical Health
\n\nPrivate medical insurance\nAdditional medical wellness incentives \nPrivate life insurance\n\n\n
Emotional Health
\n\nParental leave \nEducation subsidies\nRobust training programs on industry and soft skills \nGenerous allotment of vacation days, sick days, and volunteer days \n\n\n
Social Health
\n\nEmployee resource groups\nCompany-wide events\nEmployee referral bonus program \nQuarterly team building events\n\n\n
Financial Health
\n\nRetirement contributions via CPF\nShared ownership employee stock program \nTransportation stipend\n\n\n
*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.
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Working Conditions:
\nWe believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 5 days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.
\nThe 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.
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Life At PB:
\nWe 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.
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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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