PitchBook · 1 day ago
Account Executive, Data Feed & API
PitchBook, a Morningstar company, is dedicated to innovation and collaboration. The Account Executive for Data Feed & API will focus on selling PitchBook’s API and data feed solutions, working closely with clients and the Account Management team to ensure customer success.
AnalyticsFinanceVenture Capital
Responsibilities
Consult with PitchBook clients and prospects to determine suitability of our customer-facing data feed and API solutions in their processes
Partner with PitchBook’s Account Management and Customer Success teams to sell data feed and API solutions to clients and prospects
Proactively explore opportunities to deepen commercial relationships leveraging your knowledge of your customers’ business and data needs
Manage a queue of client or prospect projects and sales opportunities
Accurately forecast opportunity pipeline on a weekly, monthly, and quarterly basis
Drive innovation throughout the department by finding new and creative ways to serve our customers and sell our products
Progressively advance your knowledge and understanding of your customers’ business. This includes general knowledge as well as contemporary themes and topics germane to the industry
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Qualification
Required
2+ years previous experience in business development or customer success in a revenue generating/closing role
Experience working with customer-facing data feed and API solutions and implementation, particularly with RESTful APIs
Experience working in a cross-functional account management organization with divided responsibilities and defined collaborative workstreams
Willingness to learn database concepts, including but not limited to relational tables, data types, and normalization
Ability to explain technical concepts to non-technical audiences including methods for fuzzy matching, name matching, and record reconciliation
Both social and technical with the ability to foster relationships with senior level executives
Previous experience selling to large banking, general partner, limited partner, and non-financial corporate customers. Understand why and how each of our diverse client types engages with our product and data
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
Proficiency working with Salesforce, Catalyst, and other CRM tools
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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
Company
PitchBook
PitchBook offers financial data and tools on companies, deals, investors, and markets to support sales and business development.
Funding
Current Stage
Late StageTotal Funding
$13.8MKey Investors
Morningstar
2016-10-14Acquired
2016-01-27Series B· $10M
2009-09-25Series A· $3.8M
Leadership Team
Recent News
2025-12-19
2025-12-18
Company data provided by crunchbase