Customer Success Manager

PitchBook Data(21 days ago)

San Francisco, CA, California, United StatesOnsiteFull TimeMedior$110,000 - $110,000Account Management & Customer Success

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About this role

PitchBook (a Morningstar company) is hiring a Customer Success Manager within the Account Management & Customer Success organization to support strategic client accounts. The role focuses on building trusted client relationships, understanding client industries and business needs, and helping customers optimize their use of the PitchBook platform to drive long-term account growth and retention. The position emphasizes a collaborative, in-office culture and close partnership with internal teams.

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Required Skills

Customer Success
Account Management
Client Onboarding
Client Training
Client Retention
Account Expansion
Business Reviews
Product Expertise
Relationship Building
Customer Health

+10 more

Qualifications

Bachelor's Degree

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.