Job Overview
Location
New York, New York, United States
Job Type
Full-time
Category
Sales
Date Posted
April 14, 2026
Full Job Description
đź“‹ Description
- • As an Account Executive on PitchBook’s Core Sales team, you will drive new client acquisition and contribute directly to the company’s growth by managing the full sales cycle from product demonstration to deal closure.
- • Day to day, you will consistently meet and exceed sales goals, manage a robust pipeline of Core segment opportunities, independently prospect new business, and act as a platform expert in product demonstrations while guiding clients through needs analysis and discovery sessions.
- • You will work closely with Business Development Associates, client development, and account management teams to ensure successful client relationships and support company initiatives as requested.
- • PitchBook, a Morningstar company, fosters a collaborative, innovative culture with extensive learning programs, mentorship, and a commitment to curiosity and risk-taking in pursuit of excellence.
- • In this role, you will develop deep expertise in financial markets, particularly private equity and venture capital, while refining advanced sales, negotiation, and consultative skills in a high-impact, visible team that shapes the company’s trajectory.
🎯 Requirements
- • 3+ years of successful sales and business development experience, with a technology product strongly preferred
- • Experience managing opportunities and workflow using Salesforce or similar CRM
- • Strong negotiation skills and proven ability to effectively close leads
- • Interest in financial markets or services, particularly private equity and venture capital
- • Self-motivated, persistent, goal-oriented, and able to work effectively individually or as part of a team
- • Exemplary verbal and written communication skills
- • Proficiency with Microsoft Office suite (Outlook, Word, Excel) and ability to learn new systems quickly
🏖️ Benefits
- • Comprehensive health benefits including medical, dental, vision, STD, LTD, AD&D, and life insurance
- • Paid sabbatical program after four years of service
- • Annual educational stipend and tuition reimbursement eligibility
- • CFA exam stipend and robust training programs on industry and soft skills
- • 401k match and shared ownership employee stock program
- • Monthly transportation stipend and generous allotment of vacation, sick, and volunteer days
- • Employee assistance program, paid family and paternity leave, and subsidized emergency childcare
- • Matching gifts program, employee resource groups, dependent care FSA, and company-wide events
- • Employee referral bonus program and quarterly team building events
Skills & Technologies
About PitchBook Data, Inc.
PitchBook Data is a financial data and software company headquartered in Seattle, Washington. It provides comprehensive information on private and public markets, covering private equity, venture capital, and M&A transactions. The platform offers analytics, research, and workflow tools for investors, advisors, and corporations to evaluate deals, monitor portfolios, and source opportunities. Founded in 2007, PitchBook is widely used by investment banks, asset managers, and corporate development teams to access accurate, timely data and insights across global capital markets.
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