Account Development Representative

Summary: PitchBook, a Morningstar company, is committed to innovation and collaboration in the financial services industry. The Account Development Representative role focuses on generating qualified opportunities and driving early-stage pipeline within core accounts, partnering with Account Managers and Business Development Representatives to support growth and sales goals. Responsibilities: - Drive outbound prospecting and manage inbound account leads to create qualified opportunities for AMs and BDRs, ensuring a steady flow of high-quality pipeline that supports sales goals - Conduct discovery calls and thoroughly qualify prospects before handoff to ensure strong fit and conversion potential - Meet or exceed monthly and quarterly quotas for qualified opportunities and pipeline contribution - Work with AMs, BDRs, and CSMs on a fixed book of accounts to build pipeline and drive growth through coordinated strategies - Support stalled opportunities by expanding account engagement and nurturing momentum through the funnel - Research accounts and territories to uncover new contacts, decision-makers, and growth opportunities - Use tools like LinkedIn Sales Navigator, Outreach.io, and Highspot to craft tailored messaging that resonates with prospects - Maintain accurate records in Salesforce to ensure visibility and smooth progression of opportunities - Review interactions in Gong, share insights, and refine strategies to improve effectiveness - Build expertise in PitchBook’s offerings and the private capital markets to deliver value in every interaction - Actively contribute to our company’s vision and culture, serving as a role model and helping to create a positive, high-performing team environment - Participate in various company initiatives and projects as requested Required Qualifications: - Bachelor's degree or equivalent experience required - 1+ years of outbound prospecting experience - A client first attitude and love to engage prospective new users for account growth - Excellent verbal and written communication skills with a keen eye for detail - Ability to operate with a strong sense of urgency and deliver results - Terrific prioritization skills to manage your sales pipeline - Comfortable to engage with a diverse array of clients - Tenacious and goal-oriented; can work effectively as part of a group - Team player with the desire to try new ideas in order to achieve greater levels of success - 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 - Must be authorized to work in the United States without the need for visa sponsorship now or in the future Preferred Qualifications: - Prior experience with Salesforce or similar CRM preferred - Interested in financial markets or services, particularly private equity and venture capital Required Skills: Outbound prospecting, Salesforce Important Skills: Financial markets knowledge, Microsoft Office proficiency Nice-to-Have Skills: Client first attitude, Prioritization skills, Tenacity Benefits: 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