Customer Support Specialist, PitchBook

$60k

Plus Shared ownership employee stock program. Target annual bonus percentage: 7.5%

Excel

Salesforce

Junior and Mid level

New York

5 days a week in office

Private capital marekt intelligence platform

Be an early applicant

Private capital marekt intelligence platform

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Be an early applicant

$60k

Plus Shared ownership employee stock program. Target annual bonus percentage: 7.5%

Excel

Salesforce

Junior and Mid level

New York

5 days a week in office

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

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.

Job

Company

Role

Who you are

Bachelor’s degree preferred
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
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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

What the job involves

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving
While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success
We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!
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

Our take

Recognizing the need for actionable and extensive intelligence in the private equity sector, PitchBook 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

Glassdoor (3.2)

Company

Funding (2 rounds)

Jan 2016

$10m

SERIES B

Sep 2009

$3.8m

SERIES A

Total funding: $13.8m

Company HQ

Central Business District, Seattle, WA

Leadership

Rod Diefendorf

(President & COO)

Prior to joining PitchBook in 2016, Rod spent over 5 years at Archeo, Marchex as an SVP/GM of Publishing and as the COO.

Salary benchmarks

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