Account Executive Lumonic
Account Executive Lumonic
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Salary Not Disclosed
1 Vacancy
Job Description
At PitchBook we are always looking forward. We continue to innovate evolve and invest in ourselves to bring out the best in everyone. Were 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 theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were 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:
Lumonic a subsidiary of PitchBook is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification enabling investors to monitor compliance covenant adherence and financial health across their lending portfolios in realtime.
PitchBooks Account Executive (AE) supports our Lumonic subsidiary and closes new business within the alternative investment industry. This fullcycle sales role requires an entrepreneurial approach to prospecting and relationshipbuilding with leads coming from a variety of different channels. This role requires individuals highly skilled at identifying opportunities building trust with investors (our customers) and navigating complex sales cycles.
Success in this role requires financial acumen particularly in private credit private equity and venture capital as well as the ability to engage in sophisticated conversations with fund managers and investment professionals. Additionally the Account Executive role will develop strong technical product knowledge and be responsible for independently conducting product demonstrations leading proofofconcept (POC) engagements and showcasing Lumonics value proposition.
Primary Job 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 proofofconcept (POC) engagements showcasing Lumonics platform
- Develop deep technical product knowledge to effectively articulate Lumonics capabilities and address clientspecific needs including handling technical questions throughout the sales process
- Work crossfunctionally 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 companys 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 datadriven insights and experimenting with new approaches to optimize conversion rates
- 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:
- Bachelors degree preferably in economics finance and related majors
- 3 years of fullcycle sales experience preferably in financial technology or alternative investments
- Strong understanding of private credit private equity and venture markets with the ability to engage in financial discussions with investors
- Proven ability to independently prospect build relationships and drive deals without a steady flow of inbound leads
- Experience leading product demonstrations and proofofconcept (POC) engagements with strong technical aptitude
- Excellent communication and negotiation skills with a consultative approach to selling
- Entrepreneurial mindset and comfortable working in a fastmoving and crossfunctional environment
- Proficiency in CRM and prospecting tools (Hubspot Salesforce Clay Apollo) with the ability to learn new systems quickly
Benefits Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD LTD AD&D and life insurance
Emotional Health
- 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Companywide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Compensation
- Annual base salary: $100000
- Annual on target variable commission of fully ramped representative meeting expectations: $150000
- PitchBook currently has no cap on commission and commission is determined by individual performance
Working Conditions:
We believe our business and our culture are strongest when we work together in person. We also know that its helpful to have some flexibility to work remotely. Most roles work in the office 3 days/week and some are expected to work in the office 45 days/week. The current expectation for this role is that you are working in the office 3days/week and that you are in the office fulltime during the training period for which the length varies by role. During an initial phone screen the team will discuss expectations for this specific position.
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.
Life At PB:
We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. Its our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view listening to others learning and reflecting on what weve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.
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.
#LIAD2
Required Experience:
IC
Employment Type
Full Time
