Pitchbook
Account Executive
Overview
PitchBook’s Account Executive supports our Lumonic subsidiary and closes new business within the alternative investment industry through a full-cycle sales approach.
About Pitchbook
At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.
Requirements & Eligibility
- Bachelor’s degree in Business, Economics, or Finance.
- 3+ years of full-cycle sales experience, preferably in financial technology or alternative investments
- 3+ years of experience in private credit, private equity, and venture markets.
Key Responsibilities
- Proactively identify and pursue new business opportunities within the alternative investment space, including private credit, private equity, and venture capital markets
- Build and maintain strong relationships with fund managers, investment professionals, and key stakeholders, developing trust and credibility through industry expertise and consultative selling
- Independently conduct product demonstrations and proof-of-concept (POC) engagements, showcasing Lumonic’s platform
- Develop deep technical product knowledge to effectively articulate Lumonic’s capabilities and address client-specific needs, including handling technical questions throughout the sales process
- Work cross-functionally with the implementation, customer, and product teams to ensure smooth client onboarding and ongoing platform adoption
- Collaborate closely with leaders and sales colleagues to refine messaging, identify strategic opportunities, and contribute to the company’s overall growth strategy
- Own the entire sales cycle, from initial outreach and discovery to contract negotiation and closing, ensuring a seamless handoff to the implementation team
- Adapt and iterate on sales strategies, leveraging data-driven insights and experimenting with new approaches to optimize conversion rates
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