Customer Success Manager

Applied Intuition Inc.; Greater London; On-site; GBP 50,000 - GBP 70,000; Full time

Job summary

A leading data solutions provider in London seeks a Customer Success Manager to nurture client relationships and ensure customer satisfaction. The role requires 2+ years of relevant experience and fluency in Spanish. Responsibilities include onboarding clients, providing training, and analyzing customer data to enhance product engagement. The position promotes a collaborative environment and offers a range of employee benefits including health insurance and paid sabbaticals.

Benefits

Private medical insurance

Paid sabbatical program

Quarterly team building events

Qualifications

• 2+ years of customer success management or account management experience.
• Fluency in Spanish is required.
• Excellent verbal and written communication skills with attention to detail.
• Must have relationship building abilities.
• Organized with strong prioritization skills.

Responsibilities

• Achieve retention and expansion goals measured quarterly while supporting clients.
• Act as product expert for a dedicated portfolio of clients.
• Onboard new clients and conduct tailored training sessions.
• Drive client satisfaction and success throughout the lifecycle.
• Analyze customer health and usage data to identify trends.

Skills

Customer success management experience

Fluency in Spanish

Verbal and written communication skills

Relationship building

Presentation skills

Tools

Microsoft Office

Catalyst

Tableau

Job description

Overview

London, England, United Kingdom

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.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

About the Role:

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

The Customer Success Manager supports accounts that are of strategic importance to PitchBook and works with a team to complete all account-related requests and activities. They will develop a deep knowledge of their clients’ industries, sectors, and strategic business needs and help optimize usage of the PitchBook platform. They will maintain relationships with key contacts, encourage engagement with underutilized product elements, and drive client retention and expansion.

Primary Job Responsibilities:

• Achieve retention and expansion goals measured quarterly while providing excellent support to clients
• Act as the go-to product expert for a dedicated portfolio of clients to ensure they derive value from the PitchBook platform
• Onboard new clients, identify client goals, and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client
• Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle
• Conduct formal business reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction, and to provide continual product education
• Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption
• Engage regularly with Account Managers to strategize on account retention and growth opportunities
• Use Catalyst and Tableau to effectively manage client relationships through call logging, usage data monitoring, and task management
• Work continuously to document the details of each client interaction in Catalyst to improve customer information and drive retention
• Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot
• Comprehend and demonstrate why and how each of our client types engages with our product and our data
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Skills and Qualifications:

• 2+ years of customer success management or account management experience
• Fluency in Spanish
• Excellent verbal and written communication skills with a keen eye for detail
• Enjoys relationship building and comfortable engaging with a diverse array of clients to learn their business needs and provide value
• Exemplary presentation skills
• An appreciation for the private equity and venture capital marketplace and the ability to learn and demonstrate how clients can benefit from engaging with new product features and new data
• Curious, able, and interested to learn about client needs
• Organized with terrific prioritization skills
• Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team
• 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 Kingdom without the need for visa sponsorship now or in the future

Benefits at PitchBook:

Physical Health

• Private medical insurance
• Additional medical wellness incentives
• Life cover

Emotional Health

• Paid sabbatical program after four years
• Paid parental leave
• Robust training programs on industry and soft skills
• Minimum 25 days annual leave and volunteer days

Social Health

• Employee resource groups
• Employee referral bonus program
• Quarterly team building events
• Income protection
• Shared ownership employee stock program
• Transportation stipend

Note: The above PitchBook benefit and perk offerings are subject to plan documents and may change during employment.

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. We expect the role to be in the office as outlined and in-office onsite presence is common for this role.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

Is any current Morningstar or PitchBook employee either your family member or romantic partner? If yes, please include the employee's name.

PitchBook is an office-first environment. Most roles are onsite full-time. Are you able to comply with onsite expectations?

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