Account Executive

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:

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 real-time.

PitchBook’s Account Executive (AE) supports our Lumonic subsidiary and closes new business within the alternative investment industry. This full-cycle sales role requires an entrepreneurial approach to prospecting and relationship-building 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 proof-of-concept (POC) engagements, and showcasing Lumonic’s 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 proof-of-concept (POC) engagements, showcasing Lumonic’s platform

Develop deep technical product knowledge to effectively articulate Lumonic’s capabilities and address client-specific needs, including handling technical questions throughout the sales process

• Work cross-functionally 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 company’s 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 data-driven 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

Basic Qualifications:

• Bachelor’s degree in Business, Economics, or Finance
• 3+ years of full-cycle sales experience, preferably in financial technology or alternative investments
• 3+ years of experience in private credit, private equity, and venture markets
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications:

• Proven ability to independently prospect, build relationships, and drive deals without a steady flow of inbound leads
• Ability to engage in financial discussions with investors
• Experience leading product demonstrations and proof-of-concept (POC) engagements with strong technical aptitude
• Excellent communication and negotiation skills with a consultative approach to selling
• Entrepreneurial mindset, comfortable working in a fast-moving, cross-functional environment
• Proficiency in CRM and prospecting tools (Hubspot, Salesforce, Clay, Apollo) with the ability to learn new systems quickly

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 moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t 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.

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.