SDR Manager

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. 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:

PitchBooksAccount Development team drives growth through strategic collaboration with Account Managers and Business Development Representatives in our Core segment. ADRs focus on expanding existing client accounts and generatingnew saleswithin non-client and prior client accountsoperatingas part of a pod structure. This is a highly collaborative effort across the account team ensuring pipeline creation and progression that leads to revenue growth and deeper client relationships.

PitchBooksManagerAccount Developmentmanages a team of Account Development Representatives (ADRs) supporting our Core.Theyare responsible forhiring and onboarding newAccountDevelopmentprofessionals overseeing performance for onboardingreps.supporting ongoing training and development andaddressday-dayto dayneeds. This roleis responsible fordeveloping high-performing value-driven account development professionals with a strong focus on continuous growth and professional development.

Primary Job Responsibilities:

• Lead and inspire a team of Account Development Representatives to consistently exceed sales goals through hands-on coaching motivation and team development
• Inspire a supportive team culture aligned with company values cultivating an environment that empowers individual and team success
• Conduct regular team meetings to share best practices review metrics and reinforce expectations promoting continuous learning
• Support new hires with thorough onboarding and learning path completion setting them up for success from day one
• Set clear team objectives and key results aligning ADR goals with broader account growth targets
• Take ownership of team outcomes tracking progress and providing leadership with regular performance updates
• Hold consistent 1:1s with each team member to discuss performance strategic goals coaching needs and career development
• Use data to monitor performance diagnose challenges and provide targeted coaching on pipeline management and opportunity creation
• Coach team members to enhance productivity by effectively managing lead flow tracking weekly activities and upholding high standards in lead qualification to drive quality opportunities and maximize conversions
• Ensure team adherence to standard operating procedures and role expectations maintaining high quality in all activities
• Partner with the Commercial team leadership to align ADR activities with account growth strategies ensuring coordinated efforts across teams
• Participate actively in Commerical team leadership meetings offering insights and driving alignment on account growth strategies
• 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 or equivalent experience required.
• 2 years of professional management or team lead experience ideally in a sales capacity
• A good candidate for the role is someone who has personal experience exceeding sales quotas through grit and creative thinking
• Experience in developing sales reps cold calling and prospecting skills
• Experience with tools such as Salesforce Outreach and LeanData/BookIt
• Possess strong negotiation skills and proven ability to effectively close leads
• Interest in financial markets or services particularly private capital markets
• Strong coaching and career development acumen
• Upholds organizational expectations of professionalism for both internal and external interactions
• Self-motivated persistent goal-oriented attitude and can work effectively as part of a team
• Ability to operate with a strong sense of urgency and deliver results
• Highly curious with a positive attitude
• Superior organization; able to effectively manage a large team
• High emotional intelligence able to build trust with a diverse group of employees and stakeholders
• Exemplary verbal and written communication skills
• 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

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
• Company-wide 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: $95000-$95000
• Annual on target variable commission of fully ramped representative meeting expectations: $50000

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity strengthens our connections and drives the innovation that sets us apart. Our culture is built on spontaneous momentsthose hallway conversations whiteboard brainstorms and shared celebrations in each of our global officesthat simply cant be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going 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.

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