Associate Manager, Data

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:

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

The Associate Manager, Technical and Data Support manages a team of Technical Support Specialists, Associate Data Analysts, and Technical Writers. They are responsible for auditing performance, ensuring successful onboarding, and collaborating with the Sr. Manager, Technical and Data Support to develop business strategy. Ultimately, the Associate Manager, Technical and Data Support is responsible for managing an effective team with an emphasis on professional development.

Primary Job Responsibilities:

Manage and lead a team of Technical Support Specialists, Associate Data Analysts, and Technical Writers to achieve SLAs and meet quality standards for all client facing workEnsure all new team members are successfully onboarded, working with the Team Lead to manage an effective process and facilitate trainings as neededProvide coaching and career development for team membersMaintain a regular cadence of 1:1s with each team member to recap performance, identify improvement opportunities, and support career developmentAudit customer interactions and customer facing articles weekly for quality and process adherenceRun performance reports in Salesforce to track team results and update the Sr. Manager weeklyParticipate in customer success promotion and hiring processCollaborate with the Director, Customer Support Business Operations to develop the overall support strategy within the Customer Success organizationLeverage a suite of tools including Salesforce and Tableau to monitor workflow, SLAs, and team performanceRegularly review Highspot to ensure you and your team are knowledgeable on the latest product and data initiatives and releasesCollaborate with Customer Support management in other PitchBook locations on process design and implementation as well as overall team initiativesSupport the vision and values of the company through role modeling and encouraging desired behaviorsParticipate in various company initiatives and projects as requested

Skills and Qualifications:

Bachelor's degree1+ year of professional management or team lead experience preferred, ideally in a Customer Support or Operations environmentDemonstrated success with workflow optimization in a real time and fast paced environmentProficient with Salesforce or similar CRM preferredProficient with Microsoft Excel including pivot tables and advanced formulasKnowledge of SQL and able to modify basic queriesFirm understanding of all Technical Support team processes in SalesforceExcellent verbal and written communication skills with a keen eye for detailClient first attitude and love to engage with customersInterested in financial markets or services, particularly private equity and venture capitalAble to operate with a strong sense of urgency and deliver resultsComfortable engaging with a diverse array of customersTeam player with the desire to try new ideas in order to achieve greater levels of successKnowledge of the Microsoft Office suite including Outlook and Word

Benefits at PitchBook:

Physical Health

Private medical insuranceAdditional medical wellness incentives Private life insurance

Emotional Health 

Parental leave Education subsidiesRobust training programs on industry and soft skills Generous allotment of vacation days, sick days, and volunteer days 

Social Health 

Employee resource groupsCompany-wide eventsEmployee referral bonus program  Quarterly team building events

Financial Health 

Retirement contributions via CPFShared ownership employee stock program

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It's our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we've heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

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.

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