Account Development Representative

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

PitchBook’s Account Development Representatives are responsible for generating qualified opportunities and driving early-stage pipeline within Core accounts. Account Development Representatives work within a fixed book of accounts, partnering with Account Managers (AMs) and Business Development Representatives (BDRs) to uncover growth within existing clients and identify new opportunities across target territories.

This role is primarily outbound prospecting, with some inbound lead follow-up, and a strong focus on discovery and qualification to deliver high-quality opportunities that fuel revenue growth. While Account Development Representatives don’t close deals, they play a critical role in advancing opportunities and enabling account teams to achieve sales goals through collaboration and personalized outreach. Success in this role directly contributes to company growth by strengthening the sales pipeline and building strong client relationships, creating a foundation for career advancement.

Primary Job Responsibilities:

Drive outbound prospecting and manage inbound account leads to create qualified opportunities for Account Managers and Business Development Representatives, ensuring a steady flow of high-quality pipeline that supports sales goals

Conduct discovery calls and thoroughly qualify prospects before handoff to ensure strong fit and conversion potential

Meet or exceed monthly and quarterly quotas for qualified opportunities and pipeline contribution

Work with Account Managers, Business Development Representatives, and Customer Success Managers on a fixed book of accounts to build pipeline and drive growth through coordinated strategies

Support stalled opportunities by expanding account engagement and nurturing momentum through the funnel

Research accounts and territories to uncover new contacts, decision-makers, and growth opportunities

Use tools like LinkedIn Sales Navigator, Outreach.io, and Highspot to craft tailored messaging that resonates with prospects

Maintain accurate records in Salesforce to ensure visibility and smooth progression of opportunities

Review interactions in Gong, share insights, and refine strategies to improve effectiveness

Build expertise in PitchBook’s offerings and the private capital markets to deliver value in every interaction

Actively contribute to our company’s vision and culture, serving as a role model and helping to create a positive, high-performing team environment

Support the vision and values of the company through role modeling and encouraging desired behaviors

Participate in various company initiatives and projects as requested

Basic Qualifications:

Bachelor’s degree

6+ months of outbound prospecting experience

Preferred Qualifications:

A client first attitude and love to engage prospective new users for account growth

Prior experience with Salesforce or similar CRM preferred

Excellent verbal and written communication skills with a keen eye for detail

Interested in financial markets or services, particularly private equity and venture capital

Ability to operate with a strong sense of urgency and deliver results

Terrific prioritization skills to manage your sales pipeline

Comfortable to engage with a diverse array of clients

Tenacious and goal-oriented; can work effectively as part of a group

Team player with the desire to try new ideas in order to achieve greater levels of success

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

Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Benefits + Compensation at PitchBook:

Physical Health

Comprehensive health benefits

Additional medical wellness incentives

STD, LTD, AD&D, and life insurance

Emotional Health

Paid sabbatical program after four years

Paid family and paternity leave

Annual educational stipend

Ability to apply for tuition reimbursement

CFA exam stipend

Robust training programs on industry and soft skills

Employee assistance program

Generous allotment of vacation days, sick days, and volunteer days

Social Health

Matching gifts program

Employee resource groups

Subsidized emergency childcare

Dependent Care FSA

Company-wide events

Employee referral bonus program

Quarterly team building events

Financial Health

401k match

Shared ownership employee stock program

Monthly transportation stipend

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.

Compensation

This position is non-exempt and is paid a salary and a commission. The salary for the role is $70,000 and the on target commission for a fully ramped employee is $32,500. This represents an annual income of $70,000 + $32,500 = $102,500.

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.

The 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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