About the job
At PitchBook, a subsidiary of Morningstar, we are dedicated to forward-thinking innovation. Our commitment to continuous improvement and collaboration fosters an environment where creativity and teamwork thrive, making every day exciting and productive.
With a robust array of learning and mentorship programs, we cultivate a culture of curiosity that drives us to discover new solutions. As we navigate a dynamic industry landscape with high aspirations, we embrace the challenges and uncertainties that come our way. Our approach is to take calculated risks, learn swiftly from failures, and strive for excellence.
If you possess a proactive mindset and are ready to tackle challenges head-on, PitchBook is the ideal place for you.
About the Role:
As a Senior Customer Success Manager at PitchBook, you will leverage your skills to embrace and champion change while ensuring both personal and organizational growth. You will be encouraged to continuously learn, explore innovative ideas, and ask critical questions while prioritizing customer success. We emphasize teamwork, fostering reliable relationships among colleagues, clients, and partners. The ideal candidate will exhibit positivity, curiosity, and a people-first attitude—traits that define the most successful members of our Account Management & Customer Success teams. If you resonate with these values, we invite you to join us!
The Senior Customer Success Manager will handle accounts of strategic importance, collaborating with a team to fulfill all account-related requests and tasks. This role requires developing comprehensive knowledge of clients’ industries, sectors, and business needs to enhance their experience with the PitchBook platform. You will nurture relationships with key stakeholders, promote engagement with underutilized features, and drive client retention and growth.

