PitchBook empowers capital market professionals around the globe to win what’s next.
Private Equity • Venture Capital • Data Analysis • Fund Performance • Alternative Assets
July 16
🏢 In-office - San Francisco
PitchBook empowers capital market professionals around the globe to win what’s next.
Private Equity • Venture Capital • Data Analysis • Fund Performance • Alternative Assets
• Lead the San Francisco CSA team to achieve sales goals • Set, document, and measure objectives, key results, and goals • Design and implement processes to improve sales performance and identify opportunities for growth • Report on sales metrics and own responsibility for team results, through Salesforce and PowerBI • Set and communicate expectations for new and existing team members • Mentor and develop customer success associates and create an environment where they can excel • Facilitate new team member onboarding and trainings • Encourage the team to collaborate and respect diverse perspectives • Conduct team meetings to update CSAs on best practices and continuing expectations • Customize training needs as needed and provide coaching including role plays, so that CSAs achieve sales goals • Assist in developing relevant marketing initiatives and communicate these initiatives to the CSA team • Manage scheduling required for CSA and Account Manager collaboration • Maintain a regular cadence of 1:1s with each team member to recap performance, identify improvement opportunities, and support career development • Support the vision and values of the company through role modeling and encouraging desired behaviors • Participate in various company initiatives and projects as requested
• Bachelor’s degree or equivalent experience required • 1+ years of professional management or team lead experience, ideally in a Sales environment • 2+ years of outbound prospecting experience • Prior experience with Salesforce or similar CRM preferred • Process oriented and able to develop and execute processes that drive outstanding results • Excellent communication skills both written and verbal with the ability to present material to groups in person and via the phone • Superior organization and able to effectively manage a large team • Compassionate, diplomatic, and able to modify management style to be effective with a diverse group of employees • 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
• Comprehensive health benefits • Additional medical wellness incentives • STD, LTD, AD&D, and life insurance • 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 • Matching gifts program • Employee resource groups • Subsidized emergency childcare • Dependent Care FSA • Company-wide events • Employee referral bonus program • Quarterly team building events • 401k match • Shared ownership employee stock program • Monthly transportation stipend
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