Account Development Representative (Fintech)

TL;DR

Account Development Representative (Fintech): Generating qualified opportunities and driving early-stage pipeline within core accounts with an accent on outbound prospecting and discovery. Focus on identifying growth opportunities in existing clients and coordinating with account teams to fuel revenue growth.

Location: Onsite in London, UK. Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future.

Company

PitchBook is a financial data platform (a Morningstar company) providing comprehensive data and analytics on private capital markets.

What you will do

• Drive outbound prospecting and manage inbound leads to create a high-quality pipeline for Account Managers and BDRs.
• Conduct discovery calls to thoroughly qualify prospects and ensure strong conversion potential.
• Partner with Account Management and Customer Success teams to identify growth opportunities within a fixed book of accounts.
• Research accounts and territories to uncover new decision-makers using LinkedIn Sales Navigator, Outreach.io, and Highspot.
• Maintain accurate records in Salesforce and analyze interactions in Gong to refine sales strategies.
• Meet or exceed monthly and quarterly quotas for qualified opportunities.

Requirements

• Bachelor’s degree.
• 1+ years of outbound prospecting experience.
• Must be authorized to work in the UK without visa sponsorship.
• Proficiency with Microsoft Office suite (Outlook, Word, Excel).
• Interest in financial markets, specifically private equity and venture capital.
• Excellent verbal and written communication skills with strong prioritization abilities.

Nice to have

• Prior experience with Salesforce or similar CRM systems.

Culture & Benefits

• Physical Health: Private medical insurance, dental scheme, and life cover.
• Emotional Health: Paid sabbatical program after four years, paid parental leave, and education subsidies.
• Social Health: Employee resource groups, quarterly team building, and company-wide events.
• Financial Health: 10% pension contribution and shared ownership employee stock program.
• Time Off: Minimum 25 days annual leave and dedicated volunteer days.