Customer Success Manager, Key Accounts

PitchBook Data(8 days ago)

United States, California, San Francisco, CAOnsiteFull TimeMedior$130,200 - $130,200Customer Success

About this role

PitchBook, a Morningstar company, is seeking a Customer Success Manager to work closely with key accounts, ensuring client satisfaction, retention, and growth through personalized support and strategic engagement. The role involves building strong relationships, providing product expertise, and supporting clients' success. It is a position that emphasizes collaboration, learning, and a people-first approach in a dynamic industry environment.

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Required Skills

Customer Success
Account Management
Product Expertise
Relationship Building
Data Analysis
Client Training
Renewal Strategies
Communication
Negotiation
CRM

About PitchBook Data

pitchbook.com

PitchBook 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.

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