Job Overview
Location
Tokyo Prefecture, Japan
Job Type
Full-time
Category
Customer Success
Date Posted
March 24, 2026
Full Job Description
đź“‹ Description
- • Senior Customer Success Manager at PitchBook, a Morningstar company, plays a strategic role in driving retention, expansion, and deep product adoption for high-value clients in Japan’s competitive financial data market. This role is critical to sustaining long-term client relationships and ensuring PitchBook’s platform delivers measurable value to private equity, venture capital, and corporate finance professionals.
- • Day-to-day responsibilities include acting as the primary product expert for a dedicated portfolio of strategic accounts, onboarding new clients with tailored training sessions (including in-person), conducting formal business reviews to assess renewal probability and goal achievement, and proactively identifying opportunities to increase engagement with underutilized product features. The role requires consistent use of Catalyst and Tableau to log interactions, monitor usage trends, and manage tasks, while documenting all client touchpoints to enrich customer health insights. Regular collaboration with Account Managers ensures alignment on retention and growth strategies, and the manager advocates for clients by analyzing health data to surface trends and improvement opportunities. Additional duties include crafting personalized outreach via email and Highspot-provided materials, participating in company-wide initiatives, and modeling PitchBook’s values of curiosity, collaboration, and people-first engagement.
- • The Customer Success team at PitchBook operates within a highly collaborative, innovation-driven culture that values in-person connection, continuous learning, and bold experimentation. As part of Morningstar, the company invests heavily in mentorship and development programs, fostering an environment where curiosity is rewarded and failure is seen as a step toward excellence. The Tokyo-based team benefits from global resources while maintaining local market expertise, enabling them to serve clients with both deep product knowledge and nuanced understanding of Japan’s PE/VC landscape.
- • In this role, you will develop advanced expertise in financial data platforms, client lifecycle management, and consultative relationship building within the private equity and venture capital sectors. You’ll sharpen your strategic thinking by aligning product usage with client business outcomes, enhance your data fluency through hands-on use of Catalyst and Tableau, and grow as a trusted advisor who influences both client success and internal product direction. Success here means becoming a pivotal link between PitchBook’s innovative offerings and the evolving needs of Japan’s most sophisticated financial institutions.
🎯 Requirements
- • Bachelor’s degree preferred
- • 4+ years of customer success or account management experience
- • Fluency in Japanese and English
- • Excellent verbal and written communication skills with strong attention to detail
- • Proven ability to build relationships and engage diverse clients to understand business needs and deliver value
- • Exemplary presentation skills
- • Appreciation for the private equity and venture capital marketplace and ability to articulate how clients benefit from new product features and data
- • Organized with strong prioritization and self-motivation, capable of working effectively in a team
- • Proficiency with Microsoft Office (Outlook, Word, Excel) and ability to quickly learn new systems
- • Must be authorized to work in Japan without visa sponsorship now or in the future
🏖️ Benefits
- • In-person collaboration encouraged 5 days a week to foster creativity, connection, and innovation through spontaneous office interactions
- • Access to extensive learning programs and mentorship opportunities that support a culture of curiosity and continuous growth
- • Standard office environment with PC and phone use; limited corporate travel may be required for remote offices or business events
- • Opportunity to work at a Morningstar-backed company that values risk-taking, fast learning, and iterative improvement in pursuit of excellence
- • Role includes engagement with company-wide initiatives and projects, allowing broad impact beyond core responsibilities
Skills & Technologies
Go
Senior
Remote
Degree Required
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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