Customer Support Specialist, PitchBook
$60k
Target annual bonus percentage: 7.5%
3-5 days a week in office
Private equity & venture capital database
Open for applications
Private equity & venture capital database
1001+ employees
Open for applications
$60k
Target annual bonus percentage: 7.5%
3-5 days a week in office
1001+ employees
Company mission
To provide thousands of global business professionals with comprehensive data on the private and public markets to help them discover and execute opportunities with confidence.
Role
Who you are
- Bachelor’s degree or equivalent experience
- 1+ years of experience in a customer service role
- A client first attitude and enjoy engaging with customers
- Ability to stay updated with changing industry and financial market trends while adapting to internal organizational updates and changes
- Prior experience with Salesforce or similar CRM preferred
- Excellent verbal and written communication skills with a keen eye for detail
- Interested in financial markets or services, particularly private equity and venture capital
- Ability to operate with a strong sense of urgency and deliver results
- Terrific prioritization skills to handle high call volume in parallel with project work
- Ability to adapt to a corporate culture and seamlessly adopt guidelines and processes set forth by the organization
- Comfortable to engage with a diverse array of customers
- Team player with the desire to try new ideas in order to achieve greater levels of success
- 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
What the job involves
- PitchBook’s Customer Support Specialist Tier 1 provides direct customer support via phone, email, and chat to existing PitchBook clients.
- You will work with the support team to troubleshoot customer issues and ensure the best possible customer experience.
- You work at the front lines, providing real time assistance to clients in need. Customer experience pain points you identify will inform product improvements and allow PitchBook to optimize the platform for customers worldwide
- Respond to chat, phone, and email contacts from customers
- Achieve contact volume and quality goals measured quarterly
- Communicate effectively, both written and verbally, to ensure smooth resolution of customer issues
- Work collaboratively with other support specialists to resolve customer questions and issues
- Work continuously to document the details of each interaction in Salesforce to easily research customer issues and to inform product improvements
- Partner with global teams to ensure continuous support availability during required business hours
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
- The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role
Our take
Recognizing the need for actionable and extensive intelligence in the private equity sector, PitchBrook was founded in 2007 with the vision to create a resource for comprehensive data, research, and insights spanning the global capital markets.
To address the complexity of these markets, PitchBook has continually expanded its coverage, integrating thousands of datasets and millions of individual insights into its platform. The company's dedication to innovation is evident in the pioneering features and products introduced to surface critical information for its clients.
PitchBook's integration into Morningstar since 2016 has provided a solid foundation for sustained growth and development. The company's commitment to helping clients make informed decisions suggests a future of ongoing evolution and expansion, as it remains at the forefront of providing indispensable resources for navigating the complexities of the global capital markets.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Some candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Jan 2016
$10m
SERIES B
Sep 2009
$3.8m
SERIES A
Total funding: $13.8m
Company benefits
- Additional medical wellness incentives
- Paid sabbatical program after four years
- Paid parental leave
- Annual educational stipend
- Robut training programs on industry and soft skills
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
- Shared ownership employee stock program
- Monthly transportation stipend
- Comprehensive health benefits
- STD, LTD, AD&D and life insurance
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Employee assistance program
- Generous allotment of vacation days, sick days and volunteer days
- Matching gifts program
- Subsidized emergency childcare
- Dependent Care FSA
- 401k match
Company values
- Customers are King: We only succeed when our clients do - and that drives us. We seek to understand our client's needs, both internally and externally
- Excellence as a State of Mind: We hold high standards. We set and conquer aggressive goals - executing on details
- Embrace and Drive Change: We challenge the status quo and embrace the better way
- Focus on Focus: We never lose sight of what's important. We focus on the actions that create success
- Make it fun: We positively impact our coworkers and clients. We work hard and make it fun too
Company HQ
Central Business District, Seattle, WA
Articles
Leadership
John Gabbert
(CEO)Previously the Managing Director of Private Markets at Dow Jones. Also spent over 6 years at VentureOne in multiple roles, including Director of Reseach/Operations and VP of Worldwide Research.
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