Customer Success Manager, fluent in Spanish
PitchBook Data(1 month ago)
About this role
Customer Success Manager supporting strategic PitchBook accounts to ensure clients derive value from the PitchBook platform. The role focuses on developing deep industry knowledge of clients, driving retention and expansion, and collaborating with account teams to optimize customer engagement and product adoption. The position includes onboarding, training, and acting as the primary product expert for a dedicated portfolio of clients.
Required Skills
- Account Management
- Client Onboarding
- Product Training
- Customer Retention
- Relationship Building
- Presentation Skills
- Data Analysis
- Excel
- Outlook
- Tableau
+2 more
Qualifications
- Bachelor's Degree (Preferred)
About PitchBook Data
pitchbook.comPitchBook is a financial data and software company that provides comprehensive information and research on private capital markets, including venture capital, private equity, M&A, and public companies. Its subscription platform, APIs, Excel plugin and research reports deliver deal, fund, company, investor and valuation data along with analytics and market intelligence for investors, advisors, and corporate development teams. Trusted by GPs, LPs, investment banks and corporate strategists, PitchBook aggregates primary-sourced filings, news and proprietary research to support deal sourcing, due diligence, benchmarking and fundraising. The firm is part of Morningstar and focuses on integrating global coverage with tools for workflow integration and data export.
View more jobs at PitchBook Data →