Customer Success Manager
PitchBook Data(1 month ago)
About this role
The Customer Success Manager at PitchBook is responsible for supporting strategic client accounts to ensure they derive maximum value from the PitchBook platform. The role focuses on driving client retention and expansion, developing deep knowledge of clients' industries, and acting as a trusted advisor throughout the customer lifecycle. This position collaborates closely with account managers and other teams to optimize usage, conduct business reviews, and support client success initiatives.
Required Skills
- Retention
- Expansion
- Product Expertise
- Onboarding
- Training
- Client Engagement
- Business Reviews
- Data Analysis
- Account Strategy
- CRM
+8 more
Qualifications
- Bachelor's Degree Preferred
- 2+ Years Experience
- Italian Or German Proficiency Preferred
- Authorized To Work In The United Kingdom
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.